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Hartford Multifactor Developed Markets ex-US ETF
RODM

108 hedge funds and large institutions have $900M invested in Hartford Multifactor Developed Markets ex-US ETF in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 59 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.73% less ownership

Funds ownership: 83.51% → 82.78% (-0.73%)

5% less funds holding

Funds holding: 114 → 108 (-6)

11% less capital invested

Capital invested by funds: $1.01B → $900M (-$109M)

33% less funds holding in top 10

Funds holding in top 10: 6 → 4 (-2)

33% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 15

69% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 59

Holders
108
Holders Change
-6
Holders Change %
-5.26%
% of All Funds
1.56%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
10
Increased
18
Reduced
59
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAG
Private Advisor Group
New Jersey
+$6.03M
2
MCM
MAI Capital Management
Ohio
+$3.48M
3
WWA
WCG Wealth Advisors
Nevada
+$1.77M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$890K
5
FM
Foster & Motley
Ohio
+$878K

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$39.6M
2
OMC
Old Mission Capital
Illinois
-$19.2M
3
TC
Trilogy Capital
California
-$11.2M
4
MCCA
Mill Creek Capital Advisors
Pennsylvania
-$8.39M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$6.72M
Name Holding Trade Value Shares
Change 		Change in
Stake
Rockefeller Capital Management
51
Rockefeller Capital Management
New York
$763K -$32.8K -1,169 -4%
JP Morgan Chase
52
JP Morgan Chase
New York
$755K -$1.03M -36,859 -57%
Wealth Enhancement Advisory Services
53
Wealth Enhancement Advisory Services
Minnesota
$737K -$83.2K -2,967 -10%
CWM
54
Cranbrook Wealth Management
Michigan
$734K -$142K -5,075 -16%
Jones Financial Companies
55
Jones Financial Companies
Missouri
$730K +$658K +23,486 +801%
C1AG
56
Client 1st Advisory Group
Florida
$572K -$9.03K -322 -2%
WMA
57
West Michigan Advisors
Michigan
$564K – – –
DADC
58
D.A. Davidson & Co
Montana
$550K -$4.65K -166 -0.8%
Citigroup
59
Citigroup
New York
$543K -$205K -7,309 -27%
LFG
60
Larson Financial Group
Missouri
$530K +$538K +19,202 New
ES
61
Eagle Strategies
New York
$523K +$531K +18,945 New
IF
62
Intrua Financial
Texas
$513K -$61.4K -2,192 -11%
KAS
63
Kestra Advisory Services
Texas
$500K -$70.2K -2,505 -12%
WPIC
64
White Pine Investment Company
Michigan
$499K – – –
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$464K – – –
GWANC
66
Guardian Wealth Advisors (North Carolina)
North Carolina
$460K – – –
ACA
67
Aptus Capital Advisors
Alabama
$460K – – –
KFP
68
KMG Fiduciary Partners
Ohio
$454K -$121K -4,324 -21%
RJT
69
Raymond James Trust
Florida
$442K – – –
FPB
70
First PREMIER Bank
South Dakota
$434K -$420K -15,000 -49%
EH
71
Equitable Holdings
New York
$415K -$11.9K -423 -3%
AWA
72
Arkadios Wealth Advisors
Georgia
$405K – – –
TSMHT
73
Thurston Springer Miller Herd & Titak
Indiana
$351K +$356K +12,694 New
Jane Street
74
Jane Street
New York
$348K -$5.55M -198,038 -94%
SW
75
SlateStone Wealth
Florida
$335K – – –
1 2
3
4 5

RODM Hedge Fund Activity: Q2 2024 in Review

108 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Developed Markets ex-US ETF (RODM) for Q2 2024, worth a combined $900M — down 11% from $1.01B a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of RODM and 10 opened new positions — a net loss of 5 holders — while 59 trimmed existing stakes and 18 added.

The largest buyer was Private Advisor Group, adding an estimated $6.03M. The largest seller was UBS Group, cutting an estimated $39.6M.

  • 108 institutional investors held Hartford Multifactor Developed Markets ex-US ETF (RODM) as of Q2 2024, down from 114 in Q1 2024.
  • Funds reported $900M of Hartford Multifactor Developed Markets ex-US ETF stock for Q2 2024, down 11% quarter-over-quarter.
  • 10 funds opened new Hartford Multifactor Developed Markets ex-US ETF positions in Q2 2024 and 15 closed out, a net change of -5 holders.
  • The largest Hartford Multifactor Developed Markets ex-US ETF buyer in Q2 2024 was Private Advisor Group, an estimated $6.03M added.
  • The largest Hartford Multifactor Developed Markets ex-US ETF seller in Q2 2024 was UBS Group, an estimated $39.6M sold.

Based on aggregated 13F filings for Q2 2024.