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Hartford Multifactor Developed Markets ex-US ETF
RODM

130 hedge funds and large institutions have $1.42B invested in Hartford Multifactor Developed Markets ex-US ETF in 2020 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 53 increasing their positions, 45 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 45

2% less capital invested

Capital invested by funds: $1.45B → $1.42B (-$32M)

1.21% less ownership

Funds ownership: 72.06% → 70.84% (-1.2%)

4% less funds holding

Funds holding: 135 → 130 (-5)

6% less funds holding in top 10

Funds holding in top 10: 18 → 17 (-1)

24% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 21

Holders
130
Holders Change
-5
Holders Change %
-3.7%
% of All Funds
2.62%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.34%
New
16
Increased
53
Reduced
45
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AAS
Avantax Advisory Services
Texas
+$14.1M
2
OIA
OneDigital Investment Advisors
Kansas
+$5.87M
3
CPO
Cerity Partners OCIO
New York
+$4.36M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$4.03M
5
Osaic Holdings
Osaic Holdings
Arizona
+$2.79M

Top Sellers

Rank Fund Capital Flow
1
SFSG
Stearns Financial Services Group
North Carolina
-$24.6M
2
Ameriprise
Ameriprise
Minnesota
-$18M
3
Stifel Financial
Stifel Financial
Missouri
-$17.8M
4
Morgan Stanley
Morgan Stanley
New York
-$16.3M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$9.93M
Name Holding Trade Value Shares
Change 		Change in
Stake
MML Investors Services
51
MML Investors Services
Massachusetts
$3.75M +$371K +14,370 +11%
Citigroup
52
Citigroup
New York
$3.38M +$624K +24,148 +23%
APW
53
Austin Private Wealth
Texas
$3.03M +$1.11M +43,039 +58%
SMG
54
Smart Money Group
Texas
$2.96M +$699K +27,059 +31%
AF
55
Advisornet Financial
Minnesota
$2.77M +$178K +6,882 +7%
SWA
56
Stratos Wealth Advisors
Ohio
$2.66M +$111K +4,281 +4%
CWM
57
Cornerstone Wealth Management
Missouri
$2.57M +$59.7K +2,309 +2%
MAFM
58
Mid Atlantic Financial Management
Pennsylvania
$2.53M -$845K -32,703 -26%
WMG
59
WESCAP Management Group
California
$2.48M -$259K -10,023 -9%
OMC
60
Old Mission Capital
Illinois
$2.46M +$2.13M +82,540 +665%
FFN
61
Focus Financial Network
Minnesota
$2.45M +$1.06M +41,082 +77%
Cetera Investment Advisers
62
Cetera Investment Advisers
Illinois
$2.28M -$3.85K -149 -0.2%
RPG
63
Resource Planning Group
Georgia
$2.18M -$121K -4,677 -5%
LNC
64
Lincoln National Corp
Pennsylvania
$1.99M -$233K -9,023 -10%
RCA
65
Rowland Carmichael Advisors
Arizona
$1.93M +$91.3K +3,534 +5%
Citadel Advisors
66
Citadel Advisors
Florida
$1.83M +$1.83M +70,859 New
DADC
67
D.A. Davidson & Co
Montana
$1.68M +$4.5K +174 +0.3%
GSWM
68
Golden State Wealth Management
California
$1.65M -$1.42M -54,804 -46%
CWM
69
Centric Wealth Management
Illinois
$1.65M +$1.28M +49,489 +448%
GIA
70
Gladstone Institutional Advisory
Florida
$1.4M +$98.6K +3,814 +8%
CAAS
71
Capital Asset Advisory Services
Michigan
$1.33M +$55K +2,128 +4%
CF
72
Centaurus Financial
California
$1.28M +$1.28M +49,373 New
IF
73
Intrua Financial
Texas
$1.23M +$142K +5,496 +14%
SFSG
74
Stearns Financial Services Group
North Carolina
$1.2M -$24.6M -950,254 -95%
PFGIA
75
Patriot Financial Group Insurance Agency
Massachusetts
$1.13M +$277K +10,732 +33%
1 2
3
4 5

RODM Hedge Fund Activity: Q3 2020 in Review

130 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Developed Markets ex-US ETF (RODM) for Q3 2020, worth a combined $1.42B — down 2.2% from $1.45B a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of RODM and 16 opened new positions — a net loss of 5 holders — while 45 trimmed existing stakes and 53 added.

The largest buyer was Avantax Advisory Services, adding an estimated $14.1M. The largest seller was Stearns Financial Services Group, cutting an estimated $24.6M.

  • 130 institutional investors held Hartford Multifactor Developed Markets ex-US ETF (RODM) as of Q3 2020, down from 135 in Q2 2020.
  • Funds reported $1.42B of Hartford Multifactor Developed Markets ex-US ETF stock for Q3 2020, down 2.2% quarter-over-quarter.
  • 16 funds opened new Hartford Multifactor Developed Markets ex-US ETF positions in Q3 2020 and 21 closed out, a net change of -5 holders.
  • The largest Hartford Multifactor Developed Markets ex-US ETF buyer in Q3 2020 was Avantax Advisory Services, an estimated $14.1M added.
  • The largest Hartford Multifactor Developed Markets ex-US ETF seller in Q3 2020 was Stearns Financial Services Group, an estimated $24.6M sold.

Based on aggregated 13F filings for Q3 2020.