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Hartford Multifactor Developed Markets ex-US ETF

116 hedge funds and large institutions have $1.45B invested in Hartford Multifactor Developed Markets ex-US ETF in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 33 increasing their positions, 55 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $1.3B → $1.45B (+$153M)

7.45% more ownership

Funds ownership: 87.35%94.81% (+7.5%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

1% less funds holding

Funds holding: 117116 (-1)

40% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 55

Holders
116
Holders Change
-1
Holders Change %
-0.85%
% of All Funds
1.69%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
11
Increased
33
Reduced
55
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
51
JP Morgan Chase
New York
$1.91M +$1.58M +60,895 +686%
FA
52
Flagstar Advisors
New York
$1.52M -$50.3K -1,935 -3%
CCA
53
Cobblestone Capital Advisors
New York
$1.46M -$15.8K -609 -1%
AF
54
Allworth Financial
California
$1.41M -$276K -10,623 -17%
Osaic Holdings
55
Osaic Holdings
Arizona
$1.37M +$171K +6,581 +15%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$1.1M -$93K -3,577 -8%
DADC
57
D.A. Davidson & Co
Montana
$1.05M -$23.9K -918 -2%
KAS
58
Kestra Advisory Services
Texas
$953K -$606K -23,302 -40%
Wealth Enhancement Advisory Services
59
Wealth Enhancement Advisory Services
Minnesota
$944K -$637K -24,513 -42%
Cetera Investment Advisers
60
Cetera Investment Advisers
Illinois
$943K -$39.4K -1,515 -4%
Rockefeller Capital Management
61
Rockefeller Capital Management
New York
$934K +$115K +4,439 +15%
KFP
62
KMG Fiduciary Partners
Ohio
$904K -$370K -14,240 -30%
FPB
63
First PREMIER Bank
South Dakota
$842K
HighTower Advisors
64
HighTower Advisors
Illinois
$808K -$87.1K -3,351 -10%
Citigroup
65
Citigroup
New York
$746K -$51.3K -1,973 -7%
Mariner
66
Mariner
Kansas
$674K +$52.3K +2,013 +9%
EH
67
Equitable Holdings
New York
$634K -$202K -7,761 -25%
C1AG
68
Client 1st Advisory Group
Florida
$592K -$4.39K -169 -0.8%
GWANC
69
Guardian Wealth Advisors (North Carolina)
North Carolina
$555K
ACA
70
Aptus Capital Advisors
Alabama
$555K
IF
71
Intrua Financial
Texas
$551K -$16.6K -638 -3%
ES
72
Eagle Strategies
New York
$532K -$9.31K -358 -2%
WPIC
73
White Pine Investment Company
Michigan
$496K
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
$460K -$243K -9,336 -36%
PIAS
75
PCA Investment Advisory Services
Ohio
$449K -$145K -5,567 -25%

RODM Hedge Fund Activity: Q4 2023 in Review

116 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Developed Markets ex-US ETF (RODM) for Q4 2023, worth a combined $1.45B — up 12% from $1.3B a quarter earlier.

Fund positioning in RODM was balanced in Q4 2023: 11 funds opened new positions, 11 closed out, 33 added to existing stakes and 55 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $90.3M. The largest seller was Avantax Advisory Services, cutting an estimated $22.7M.

  • 116 institutional investors held Hartford Multifactor Developed Markets ex-US ETF (RODM) as of Q4 2023, down from 117 in Q3 2023.
  • Funds reported $1.45B of Hartford Multifactor Developed Markets ex-US ETF stock for Q4 2023, up 12% quarter-over-quarter.
  • 11 funds opened new Hartford Multifactor Developed Markets ex-US ETF positions in Q4 2023 and 11 closed out, a net change of 0 holders.
  • The largest Hartford Multifactor Developed Markets ex-US ETF buyer in Q4 2023 was Morgan Stanley, an estimated $90.3M added.
  • The largest Hartford Multifactor Developed Markets ex-US ETF seller in Q4 2023 was Avantax Advisory Services, an estimated $22.7M sold.

Based on aggregated 13F filings for Q4 2023.