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Hartford Multifactor Developed Markets ex-US ETF

129 hedge funds and large institutions have $1.42B invested in Hartford Multifactor Developed Markets ex-US ETF in 2021 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 41 increasing their positions, 64 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.69% less ownership

Funds ownership: 72.92%72.23% (-0.69%)

1% less capital invested

Capital invested by funds: $1.43B → $1.42B (-$12.8M)

5% less funds holding

Funds holding: 136129 (-7)

21% less funds holding in top 10

Funds holding in top 10: 1411 (-3)

35% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 17

36% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 64

Holders
129
Holders Change
-7
Holders Change %
-5.15%
% of All Funds
2.25%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.19%
New
11
Increased
41
Reduced
64
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWT
51
Dorsey & Whitney Trust
South Dakota
$1.87M +$64.2K +2,070 +4%
DADC
52
D.A. Davidson & Co
Montana
$1.85M +$66.1K +2,132 +4%
MFGM
53
Marshall Financial Group (Maryland)
Maryland
$1.8M -$108K -3,473 -6%
GIA
54
Gladstone Institutional Advisory
Florida
$1.78M +$74.4K +2,397 +4%
KAS
55
Kestra Advisory Services
Texas
$1.6M +$1.61M +52,004 New
C1AG
56
Client 1st Advisory Group
Florida
$1.57M -$2.19M -70,483 -58%
SB
57
Strategic Blueprint
Georgia
$1.55M -$596K -19,217 -28%
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$1.52M -$747K -24,085 -33%
HighTower Advisors
59
HighTower Advisors
Illinois
$1.48M -$133K -4,280 -8%
EWA
60
Encompass Wealth Advisors
Oregon
$1.48M -$2.85K -92 -0.2%
AWA
61
Arkadios Wealth Advisors
Georgia
$1.32M +$165K +5,331 +14%
IF
62
Intrua Financial
Texas
$1.29M +$4.96K +160 +0.4%
WS
63
Wedbush Securities
California
$1.29M +$3.41K +110 +0.3%
EL
64
EMFO LLC
Florida
$1.13M +$1.14M +36,725 New
5L
65
55I LLC
Massachusetts
$1.12M -$6.76K -218 -0.6%
FPB
66
First PREMIER Bank
South Dakota
$991K
CAAS
67
Capital Asset Advisory Services
Michigan
$974K -$310K -9,983 -24%
Baird Financial Group
68
Baird Financial Group
Wisconsin
$869K -$775 -25 -0.1%
VFM
69
Vivid Financial Management
California
$764K -$49.6K -1,598 -6%
ACA
70
Aptus Capital Advisors
Alabama
$727K -$93 -3 -0%
EWM
71
Evermay Wealth Management
Virginia
$702K -$207K -6,658 -23%
DC
72
Davenport & Co
Virginia
$657K -$11.8K -382 -2%
Citadel Advisors
73
Citadel Advisors
Florida
$633K -$9.94M -320,383 -94%
Stifel Financial
74
Stifel Financial
Missouri
$623K -$70.7K -2,278 -10%
Cetera Investment Advisers
75
Cetera Investment Advisers
Illinois
$568K -$32.1K -1,036 -5%

RODM Hedge Fund Activity: Q2 2021 in Review

129 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Developed Markets ex-US ETF (RODM) for Q2 2021, worth a combined $1.42B — down 0.89% from $1.43B a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of RODM and 11 opened new positions — a net loss of 6 holders — while 64 trimmed existing stakes and 41 added.

The largest buyer was Coldstream Capital Management, opening a new position worth an estimated $23.9M. The largest seller was Morgan Stanley, cutting an estimated $28.1M.

  • 129 institutional investors held Hartford Multifactor Developed Markets ex-US ETF (RODM) as of Q2 2021, down from 136 in Q1 2021.
  • Funds reported $1.42B of Hartford Multifactor Developed Markets ex-US ETF stock for Q2 2021, down 0.89% quarter-over-quarter.
  • 11 funds opened new Hartford Multifactor Developed Markets ex-US ETF positions in Q2 2021 and 17 closed out, a net change of -6 holders.
  • The largest Hartford Multifactor Developed Markets ex-US ETF buyer in Q2 2021 was Coldstream Capital Management, an estimated $23.9M added.
  • The largest Hartford Multifactor Developed Markets ex-US ETF seller in Q2 2021 was Morgan Stanley, an estimated $28.1M sold.

Based on aggregated 13F filings for Q2 2021.