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Hartford Multifactor Developed Markets ex-US ETF

117 hedge funds and large institutions have $1.3B invested in Hartford Multifactor Developed Markets ex-US ETF in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 54 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.39% more ownership

Funds ownership: 85.97%87.35% (+1.4%)

2% more capital invested

Capital invested by funds: $1.28B → $1.3B (+$22.9M)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

1% less funds holding

Funds holding: 118117 (-1)

8% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 13

43% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 54

Holders
117
Holders Change
-1
Holders Change %
-0.85%
% of All Funds
1.86%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
12
Increased
31
Reduced
54
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
51
Kestra Advisory Services
Texas
$1.49M -$571K -21,700 -27%
FA
52
Flagstar Advisors
New York
$1.47M -$3.53K -134 -0.2%
CCA
53
Cobblestone Capital Advisors
New York
$1.38M -$51.6K -1,961 -4%
Wellington Management Group
54
Wellington Management Group
Massachusetts
$1.3M -$1.74M -65,920 -56%
KFP
55
KMG Fiduciary Partners
Ohio
$1.21M -$20.9K -792 -2%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$1.12M +$10.9K +415 +1%
Osaic Holdings
57
Osaic Holdings
Arizona
$1.11M -$324K -12,310 -22%
Stifel Financial
58
Stifel Financial
Missouri
$1.03M -$7.64K -290 -0.7%
DADC
59
D.A. Davidson & Co
Montana
$1M -$47.5K -1,804 -4%
Cetera Investment Advisers
60
Cetera Investment Advisers
Illinois
$921K +$338K +12,843 +56%
HighTower Advisors
61
HighTower Advisors
Illinois
$839K -$265K -10,046 -23%
EH
62
Equitable Holdings
New York
$793K -$112K -4,251 -12%
FPB
63
First PREMIER Bank
South Dakota
$787K
Rockefeller Capital Management
64
Rockefeller Capital Management
New York
$760K -$6.29M -238,851 -89%
Citigroup
65
Citigroup
New York
$749K -$22.3K -847 -3%
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$669K -$44.4K -1,688 -6%
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
$607K +$623K +23,670 New
Mariner
68
Mariner
Kansas
$579K -$649K -24,655 -52%
SW
69
SlateStone Wealth
Florida
$578K -$101K -3,850 -15%
PIAS
70
PCA Investment Advisory Services
Ohio
$563K -$7.14K -271 -1%
C1AG
71
Client 1st Advisory Group
Florida
$558K -$80.6K -3,060 -12%
IF
72
Intrua Financial
Texas
$532K -$2.63K -100 -0.5%
GWANC
73
Guardian Wealth Advisors (North Carolina)
North Carolina
$519K
ACA
74
Aptus Capital Advisors
Alabama
$519K
ES
75
Eagle Strategies
New York
$507K -$4.42K -168 -0.8%

RODM Hedge Fund Activity: Q3 2023 in Review

117 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Developed Markets ex-US ETF (RODM) for Q3 2023, worth a combined $1.3B — up 1.8% from $1.28B a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of RODM and 12 opened new positions — a net loss of 1 holder — while 54 trimmed existing stakes and 31 added.

The largest buyer was Cerity Partners, adding an estimated $36.5M. The largest seller was Rockefeller Capital Management, cutting an estimated $6.29M.

  • 117 institutional investors held Hartford Multifactor Developed Markets ex-US ETF (RODM) as of Q3 2023, down from 118 in Q2 2023.
  • Funds reported $1.3B of Hartford Multifactor Developed Markets ex-US ETF stock for Q3 2023, up 1.8% quarter-over-quarter.
  • 12 funds opened new Hartford Multifactor Developed Markets ex-US ETF positions in Q3 2023 and 13 closed out, a net change of -1 holder.
  • The largest Hartford Multifactor Developed Markets ex-US ETF buyer in Q3 2023 was Cerity Partners, an estimated $36.5M added.
  • The largest Hartford Multifactor Developed Markets ex-US ETF seller in Q3 2023 was Rockefeller Capital Management, an estimated $6.29M sold.

Based on aggregated 13F filings for Q3 2023.