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Hartford Multifactor Developed Markets ex-US ETF
RODM

143 hedge funds and large institutions have $1.47B invested in Hartford Multifactor Developed Markets ex-US ETF in 2020 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 38 increasing their positions, 67 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 15

10% more funds holding

Funds holding: 130 → 143 (+13)

3% more capital invested

Capital invested by funds: $1.42B → $1.47B (+$47.6M)

0.34% more ownership

Funds ownership: 70.84% → 71.18% (+0.34%)

18% less funds holding in top 10

Funds holding in top 10: 17 → 14 (-3)

43% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 67

Holders
143
Holders Change
+13
Holders Change %
+10%
% of All Funds
2.53%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.25%
New
30
Increased
38
Reduced
67
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CPO
Cerity Partners OCIO
New York
+$7.4M
2
CCFM
Clear Creek Financial Management
Washington
+$6.31M
3
Jane Street
Jane Street
New York
+$5.89M
4
SW
SteelPeak Wealth
California
+$4.15M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$3.78M

Top Sellers

Rank Fund Capital Flow
1
OIA
OneDigital Investment Advisors
Kansas
-$23.2M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$20.9M
3
AAS
Avantax Advisory Services
Texas
-$19.7M
4
Morgan Stanley
Morgan Stanley
New York
-$9.1M
5
Wells Fargo
Wells Fargo
California
-$8.41M
Name Holding Trade Value Shares
Change 		Change in
Stake
SB
51
Strategic Blueprint
Georgia
$4.14M -$1.59M -58,359 -29%
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$4.08M -$2.83M -104,223 -42%
Qube Research & Technologies (QRT)
53
Qube Research & Technologies (QRT)
United Kingdom
$3.93M +$3.78M +138,941 New
VFM
54
Vivid Financial Management
California
$3.31M -$3.21M -118,174 -50%
CWM
55
Cornerstone Wealth Management
Missouri
$2.87M +$55.1K +2,025 +2%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$2.73M -$2.21M -81,158 -46%
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$2.51M -$1.95M -71,589 -45%
WMG
58
WESCAP Management Group
California
$2.47M -$231K -8,503 -9%
CC
59
Copperleaf Capital
North Carolina
$2.46M +$2.37M +87,063 New
HGWM
60
Horst & Graben Wealth Management
Oregon
$2.41M -$2.22M -81,766 -49%
Susquehanna International Group
61
Susquehanna International Group
Pennsylvania
$2.36M +$1.11M +40,945 +97%
RPG
62
Resource Planning Group
Georgia
$2.27M -$116K -4,283 -5%
FFN
63
Focus Financial Network
Minnesota
$2.22M -$440K -16,188 -17%
Thrivent Financial for Lutherans
64
Thrivent Financial for Lutherans
Minnesota
$1.97M – – –
MML Investors Services
65
MML Investors Services
Massachusetts
$1.84M -$2.17M -79,701 -55%
APW
66
Austin Private Wealth
Texas
$1.83M -$1.42M -52,300 -45%
MFGM
67
Marshall Financial Group (Maryland)
Maryland
$1.76M +$1.69M +62,110 New
DADC
68
D.A. Davidson & Co
Montana
$1.74M -$95.5K -3,513 -5%
HighTower Advisors
69
HighTower Advisors
Illinois
$1.59M +$669K +24,590 +77%
CWA
70
Clearview Wealth Advisors
Oregon
$1.53M +$1.47M +54,064 New
GIA
71
Gladstone Institutional Advisory
Florida
$1.53M -$4.81K -177 -0.3%
DWT
72
Dorsey & Whitney Trust
South Dakota
$1.51M +$1.45M +53,240 New
CAAS
73
Capital Asset Advisory Services
Michigan
$1.48M +$20.7K +760 +1%
GSWM
74
Golden State Wealth Management
California
$1.45M -$346K -12,710 -20%
AWM
75
AE Wealth Management
Kansas
$1.42M +$1.36M +50,033 New
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3
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RODM Hedge Fund Activity: Q4 2020 in Review

143 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Developed Markets ex-US ETF (RODM) for Q4 2020, worth a combined $1.47B — up 3.4% from $1.42B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new RODM positions and 15 closed out — a net gain of 15 holders — while 38 added to existing stakes and 67 trimmed.

The largest buyer was Cerity Partners OCIO, adding an estimated $7.4M. The largest seller was OneDigital Investment Advisors, cutting an estimated $23.2M.

  • 143 institutional investors held Hartford Multifactor Developed Markets ex-US ETF (RODM) as of Q4 2020, up from 130 in Q3 2020.
  • Funds reported $1.47B of Hartford Multifactor Developed Markets ex-US ETF stock for Q4 2020, up 3.4% quarter-over-quarter.
  • 30 funds opened new Hartford Multifactor Developed Markets ex-US ETF positions in Q4 2020 and 15 closed out, a net change of +15 holders.
  • The largest Hartford Multifactor Developed Markets ex-US ETF buyer in Q4 2020 was Cerity Partners OCIO, an estimated $7.4M added.
  • The largest Hartford Multifactor Developed Markets ex-US ETF seller in Q4 2020 was OneDigital Investment Advisors, an estimated $23.2M sold.

Based on aggregated 13F filings for Q4 2020.