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Hartford Multifactor Developed Markets ex-US ETF
RODM

118 hedge funds and large institutions have $2.19B invested in Hartford Multifactor Developed Markets ex-US ETF in 2019 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 62 increasing their positions, 23 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 6

170% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 23

22% more capital invested

Capital invested by funds: $1.79B → $2.19B (+$399M)

17% more funds holding

Funds holding: 101 → 118 (+17)

7% more funds holding in top 10

Funds holding in top 10: 15 → 16 (+1)

1.93% more ownership

Funds ownership: 76.58% → 78.51% (+1.9%)

Holders
118
Holders Change
+17
Holders Change %
+16.83%
% of All Funds
2.33%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.32%
New
24
Increased
62
Reduced
23
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CPO
Cerity Partners OCIO
New York
+$116M
2
BWM
Baystate Wealth Management
Massachusetts
+$37.3M
3
Ameriprise
Ameriprise
Minnesota
+$30.6M
4
TC
Trilogy Capital
California
+$28M
5
Truist Financial
Truist Financial
North Carolina
+$17.7M

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$5.34M
2
Bank of America
Bank of America
North Carolina
-$4.83M
3
GSWM
Golden State Wealth Management
California
-$4.09M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$2.59M
5
CWM
Centric Wealth Management
Illinois
-$1.65M
Name Holding Trade Value Shares
Change 		Change in
Stake
MAFM
51
Mid Atlantic Financial Management
Pennsylvania
$4.61M +$650K +22,641 +17%
QA
52
Quantitative Advantage
Minnesota
$4.2M +$113K +3,949 +3%
SFG
53
Sowa Financial Group
Rhode Island
$4.12M +$4.02M +140,134 New
FM
54
Foster & Motley
Ohio
$3.91M +$3.83M +133,263 New
SW
55
SlateStone Wealth
Florida
$3.82M +$3.74M +130,137 New
KTC
56
Kistler-Tiffany Companies
Pennsylvania
$3.24M -$21.2K -739 -0.7%
SWAG
57
Spectrum Wealth Advisory Group
California
$3.22M +$102K +3,540 +3%
PWM
58
PRW Wealth Management
Massachusetts
$3.01M +$40.2K +1,401 +1%
CWM
59
Cornerstone Wealth Management
Missouri
$2.93M +$109K +3,809 +4%
LNC
60
Lincoln National Corp
Pennsylvania
$2.75M +$171K +5,963 +7%
RPG
61
Resource Planning Group
Georgia
$2.75M -$213K -7,400 -7%
Cetera Investment Advisers
62
Cetera Investment Advisers
Illinois
$2.75M +$302K +10,520 +13%
DWT
63
Dorsey & Whitney Trust
South Dakota
$2.4M – – –
MML Investors Services
64
MML Investors Services
Massachusetts
$2.23M +$326K +11,335 +18%
LTFS
65
Ladenburg Thalmann Financial Services
Florida
$2.21M +$877K +30,545 +68%
Janney Montgomery Scott
66
Janney Montgomery Scott
Pennsylvania
$2.07M +$400K +13,936 +25%
JMPWA
67
JP Morgan Private Wealth Advisors
California
$2.03M +$660K +22,987 +50%
HighTower Advisors
68
HighTower Advisors
Illinois
$1.7M +$278K +9,670 +20%
EWM
69
Evermay Wealth Management
Virginia
$1.64M +$150K +5,208 +10%
GIA
70
Gladstone Institutional Advisory
Florida
$1.57M +$113K +3,938 +8%
AFM
71
Andesa Financial Management
Pennsylvania
$1.52M +$509K +17,732 +52%
FAIM
72
Financial Advocates Investment Management
Washington
$1.32M +$117K +4,067 +10%
KFGK
73
Keystone Financial Group (Kentucky)
Kentucky
$1.25M -$19.6K -684 -2%
US Bancorp
74
US Bancorp
Minnesota
$1.22M +$15K +523 +1%
FPB
75
First PREMIER Bank
South Dakota
$1.05M +$128K +4,440 +14%
1 2
3
4 5

RODM Hedge Fund Activity: Q4 2019 in Review

118 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Developed Markets ex-US ETF (RODM) for Q4 2019, worth a combined $2.19B — up 22% from $1.79B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new RODM positions and 6 closed out — a net gain of 18 holders — while 62 added to existing stakes and 23 trimmed.

The largest buyer was Cerity Partners OCIO, opening a new position worth an estimated $116M. The largest seller was LPL Financial, cutting an estimated $5.34M.

  • 118 institutional investors held Hartford Multifactor Developed Markets ex-US ETF (RODM) as of Q4 2019, up from 101 in Q3 2019.
  • Funds reported $2.19B of Hartford Multifactor Developed Markets ex-US ETF stock for Q4 2019, up 22% quarter-over-quarter.
  • 24 funds opened new Hartford Multifactor Developed Markets ex-US ETF positions in Q4 2019 and 6 closed out, a net change of +18 holders.
  • The largest Hartford Multifactor Developed Markets ex-US ETF buyer in Q4 2019 was Cerity Partners OCIO, an estimated $116M added.
  • The largest Hartford Multifactor Developed Markets ex-US ETF seller in Q4 2019 was LPL Financial, an estimated $5.34M sold.

Based on aggregated 13F filings for Q4 2019.