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Hartford Multifactor Developed Markets ex-US ETF
RODM

120 hedge funds and large institutions have $1.48B invested in Hartford Multifactor Developed Markets ex-US ETF in 2020 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 36 increasing their positions, 47 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 22

2% more funds holding

Funds holding: 118 → 120 (+2)

3.36% less ownership

Funds ownership: 78.51% → 75.15% (-3.4%)

13% less funds holding in top 10

Funds holding in top 10: 16 → 14 (-2)

23% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 47

33% less capital invested

Capital invested by funds: $2.19B → $1.48B (-$715M)

Holders
120
Holders Change
+2
Holders Change %
+1.69%
% of All Funds
2.64%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.31%
New
26
Increased
36
Reduced
47
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PPW
Parcion Private Wealth
Washington
+$37.2M
2
FM
Foster & Motley
Ohio
+$18.6M
3
CPO
Cerity Partners OCIO
New York
+$18.3M
4
IWP
IAG Wealth Partners
Wisconsin
+$9.11M
5
Morgan Stanley
Morgan Stanley
New York
+$5.06M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$66M
2
Bank of America
Bank of America
North Carolina
-$44.3M
3
BCI
Brinker Capital Investments
Pennsylvania
-$42.1M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$28.2M
5
Ameriprise
Ameriprise
Minnesota
-$16.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
MAFM
51
Mid Atlantic Financial Management
Pennsylvania
$2.83M -$759K -28,394 -18%
SW
52
SlateStone Wealth
Florida
$2.6M -$328K -12,274 -9%
Cetera Investment Advisers
53
Cetera Investment Advisers
Illinois
$2.51M +$545K +20,398 +22%
SWAG
54
Spectrum Wealth Advisory Group
California
$2.31M -$127K -4,770 -4%
OMC
55
Old Mission Capital
Illinois
$2.14M +$2.59M +96,949 New
CWM
56
Cornerstone Wealth Management
Missouri
$2.11M -$113K -4,215 -4%
WMG
57
WESCAP Management Group
California
$1.98M -$1.92M -71,838 -44%
LNC
58
Lincoln National Corp
Pennsylvania
$1.96M -$131K -4,901 -5%
DWT
59
Dorsey & Whitney Trust
South Dakota
$1.83M +$36.2K +1,355 +2%
AFM
60
Andesa Financial Management
Pennsylvania
$1.71M +$698K +26,108 +51%
CWM
61
Centric Wealth Management
Illinois
$1.65M +$1.62M +60,524 New
HFS
62
Howard Financial Services
Texas
$1.58M +$1.91M +71,501 New
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
$1.37M +$1.4M +52,442 +547%
TI
64
Trexquant Investment
Connecticut
$1.17M +$1.41M +52,857 New
Jane Street
65
Jane Street
New York
$1.15M -$5.43M -203,172 -80%
GIA
66
Gladstone Institutional Advisory
Florida
$1.14M -$42K -1,570 -3%
RPG
67
Resource Planning Group
Georgia
$1.03M -$1.26M -47,145 -50%
SWA
68
Stratos Wealth Advisors
Ohio
$1.01M +$1.22M +45,734 New
KFGK
69
Keystone Financial Group (Kentucky)
Kentucky
$978K +$51.8K +1,940 +5%
CAAS
70
Capital Asset Advisory Services
Michigan
$930K +$220K +8,218 +25%
EWM
71
Evermay Wealth Management
Virginia
$929K -$364K -13,632 -24%
FTUS
72
Flow Traders U.S.
New York
$859K +$1.04M +38,970 New
HighTower Advisors
73
HighTower Advisors
Illinois
$827K -$541K -20,232 -35%
FPB
74
First PREMIER Bank
South Dakota
$790K – – –
TSS
75
Two Sigma Securities
New York
$789K +$956K +35,785 New
1 2
3
4 5

RODM Hedge Fund Activity: Q1 2020 in Review

120 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Developed Markets ex-US ETF (RODM) for Q1 2020, worth a combined $1.48B — down 33% from $2.19B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new RODM positions and 22 closed out — a net gain of 4 holders — while 36 added to existing stakes and 47 trimmed.

The largest buyer was Parcion Private Wealth, opening a new position worth an estimated $37.2M. The largest seller was UBS Group, cutting an estimated $66M.

  • 120 institutional investors held Hartford Multifactor Developed Markets ex-US ETF (RODM) as of Q1 2020, up from 118 in Q4 2019.
  • Funds reported $1.48B of Hartford Multifactor Developed Markets ex-US ETF stock for Q1 2020, down 33% quarter-over-quarter.
  • 26 funds opened new Hartford Multifactor Developed Markets ex-US ETF positions in Q1 2020 and 22 closed out, a net change of +4 holders.
  • The largest Hartford Multifactor Developed Markets ex-US ETF buyer in Q1 2020 was Parcion Private Wealth, an estimated $37.2M added.
  • The largest Hartford Multifactor Developed Markets ex-US ETF seller in Q1 2020 was UBS Group, an estimated $66M sold.

Based on aggregated 13F filings for Q1 2020.