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Hartford Multifactor Developed Markets ex-US ETF

136 hedge funds and large institutions have $1.37B invested in Hartford Multifactor Developed Markets ex-US ETF in 2021 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 41 increasing their positions, 56 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 13

5% more funds holding

Funds holding: 129136 (+7)

2% more ownership

Funds ownership: 70.84%72.84% (+2%)

0% less capital invested

Capital invested by funds: $1.37B → $1.37B (-$2M)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

27% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 56

Holders
136
Holders Change
+7
Holders Change %
+5.43%
% of All Funds
2.09%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
23
Increased
41
Reduced
56
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RPG
51
Resource Planning Group
Georgia
$2.13M -$58.9K -1,942 -3%
DADC
52
D.A. Davidson & Co
Montana
$1.73M -$7.04K -232 -0.4%
ES
53
Eagle Strategies
New York
$1.7M +$1.71M +56,289 New
GIA
54
Gladstone Institutional Advisory
Florida
$1.68M -$125K -4,135 -7%
DWT
55
Dorsey & Whitney Trust
South Dakota
$1.61M +$545K +17,954 +51%
HighTower Advisors
56
HighTower Advisors
Illinois
$1.53M +$131K +4,311 +9%
Citadel Advisors
57
Citadel Advisors
Florida
$1.49M -$7.41M -244,246 -83%
YWS
58
Yarger Wealth Strategies
Ohio
$1.45M +$1.46M +48,249 New
CAN
59
Cetera Advisor Networks
California
$1.43M -$9.73M -320,571 -87%
AWA
60
Amplius Wealth Advisors
Pennsylvania
$1.42M +$1.43M +47,082 New
FA
61
Flagstar Advisors
New York
$1.41M +$109K +3,599 +8%
EWA
62
Encompass Wealth Advisors
Oregon
$1.35M -$35.2K -1,160 -3%
Baird Financial Group
63
Baird Financial Group
Wisconsin
$1.35M +$509K +16,757 +60%
AWA
64
Arkadios Wealth Advisors
Georgia
$1.27M +$31K +1,020 +2%
PGWM
65
Pitti Group Wealth Management
New York
$1.26M +$1.27M +41,747 New
MFGM
66
Marshall Financial Group (Maryland)
Maryland
$1.24M -$554K -18,246 -31%
IF
67
Intrua Financial
Texas
$1.23M -$9.53K -314 -0.8%
C1AG
68
Client 1st Advisory Group
Florida
$1.03M -$135K -4,458 -11%
5L
69
55I LLC
Massachusetts
$1.03M -$1.91K -63 -0.2%
FPB
70
First PREMIER Bank
South Dakota
$976K
Cetera Investment Advisers
71
Cetera Investment Advisers
Illinois
$937K +$492K +16,201 +109%
MML Investors Services
72
MML Investors Services
Massachusetts
$832K +$466K +15,341 +125%
Janney Montgomery Scott
73
Janney Montgomery Scott
Pennsylvania
$827K -$135K -4,444 -14%
OBWG
74
Onyx Bridge Wealth Group
New York
$798K -$1.53M -50,556 -66%
DC
75
Davenport & Co
Virginia
$771K +$171K +5,620 +28%

RODM Hedge Fund Activity: Q4 2021 in Review

136 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Developed Markets ex-US ETF (RODM) for Q4 2021, worth a combined $1.37B — down 0.15% from $1.37B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new RODM positions and 13 closed out — a net gain of 10 holders — while 41 added to existing stakes and 56 trimmed.

The largest buyer was Cerity Partners OCIO, adding an estimated $33.8M. The largest seller was Ameriprise, cutting an estimated $22.4M.

  • 136 institutional investors held Hartford Multifactor Developed Markets ex-US ETF (RODM) as of Q4 2021, up from 129 in Q3 2021.
  • Funds reported $1.37B of Hartford Multifactor Developed Markets ex-US ETF stock for Q4 2021, down 0.15% quarter-over-quarter.
  • 23 funds opened new Hartford Multifactor Developed Markets ex-US ETF positions in Q4 2021 and 13 closed out, a net change of +10 holders.
  • The largest Hartford Multifactor Developed Markets ex-US ETF buyer in Q4 2021 was Cerity Partners OCIO, an estimated $33.8M added.
  • The largest Hartford Multifactor Developed Markets ex-US ETF seller in Q4 2021 was Ameriprise, an estimated $22.4M sold.

Based on aggregated 13F filings for Q4 2021.