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Hartford Multifactor Developed Markets ex-US ETF

114 hedge funds and large institutions have $1.01B invested in Hartford Multifactor Developed Markets ex-US ETF in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 32 increasing their positions, 55 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

2% less funds holding

Funds holding: 116114 (-2)

11.3% less ownership

Funds ownership: 94.81%83.51% (-11%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

31% less capital invested

Capital invested by funds: $1.45B → $1.01B (-$444M)

42% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 55

Holders
114
Holders Change
-2
Holders Change %
-1.72%
% of All Funds
1.64%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
12
Increased
32
Reduced
55
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
51
Osaic Holdings
Arizona
$1.24M -$156K -5,695 -11%
AF
52
Allworth Financial
California
$1.21M -$229K -8,383 -16%
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$1.07M -$45.2K -1,653 -4%
HighTower Advisors
54
HighTower Advisors
Illinois
$937K +$111K +4,070 +14%
CWM
55
Cranbrook Wealth Management
Michigan
$887K -$1.41M -51,630 -62%
FPB
56
First PREMIER Bank
South Dakota
$860K
Wealth Enhancement Advisory Services
57
Wealth Enhancement Advisory Services
Minnesota
$830K -$131K -4,788 -14%
Qube Research & Technologies (QRT)
58
Qube Research & Technologies (QRT)
United Kingdom
$809K +$561K +20,522 +245%
Rockefeller Capital Management
59
Rockefeller Capital Management
New York
$806K -$144K -5,285 -16%
Citigroup
60
Citigroup
New York
$755K -$6.7K -245 -0.9%
SAG
61
SageView Advisory Group
California
$748K +$21K +770 New
Renaissance Technologies
62
Renaissance Technologies
New York
$600K +$586K +21,442 New
C1AG
63
Client 1st Advisory Group
Florida
$588K -$15.5K -567 -3%
IF
64
Intrua Financial
Texas
$581K +$18.5K +678 +3%
KFP
65
KMG Fiduciary Partners
Ohio
$581K -$334K -12,225 -37%
KAS
66
Kestra Advisory Services
Texas
$577K -$387K -14,149 -41%
DADC
67
D.A. Davidson & Co
Montana
$562K -$495K -18,100 -47%
WMA
68
West Michigan Advisors
Michigan
$560K +$547K +20,000 New
WPIC
69
White Pine Investment Company
Michigan
$506K
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$470K +$738 +27 +0.2%
GWANC
71
Guardian Wealth Advisors (North Carolina)
North Carolina
$466K -$98.4K -3,600 -18%
ACA
72
Aptus Capital Advisors
Alabama
$466K -$98.4K -3,600 -18%
Stifel Financial
73
Stifel Financial
Missouri
$465K +$10K +366 +2%
RJT
74
Raymond James Trust
Florida
$448K
EH
75
Equitable Holdings
New York
$432K -$210K -7,699 -33%

RODM Hedge Fund Activity: Q1 2024 in Review

114 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Developed Markets ex-US ETF (RODM) for Q1 2024, worth a combined $1.01B — down 31% from $1.45B a quarter earlier.

Fund positioning in RODM was balanced in Q1 2024: 12 funds opened new positions, 12 closed out, 32 added to existing stakes and 55 trimmed.

The largest buyer was Mariner, adding an estimated $23.1M. The largest seller was Avantax Advisory Services, cutting an estimated $125M.

  • 114 institutional investors held Hartford Multifactor Developed Markets ex-US ETF (RODM) as of Q1 2024, down from 116 in Q4 2023.
  • Funds reported $1.01B of Hartford Multifactor Developed Markets ex-US ETF stock for Q1 2024, down 31% quarter-over-quarter.
  • 12 funds opened new Hartford Multifactor Developed Markets ex-US ETF positions in Q1 2024 and 12 closed out, a net change of 0 holders.
  • The largest Hartford Multifactor Developed Markets ex-US ETF buyer in Q1 2024 was Mariner, an estimated $23.1M added.
  • The largest Hartford Multifactor Developed Markets ex-US ETF seller in Q1 2024 was Avantax Advisory Services, an estimated $125M sold.

Based on aggregated 13F filings for Q1 2024.