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Hartford Multifactor Developed Markets ex-US ETF
RODM

118 hedge funds and large institutions have $2.19B invested in Hartford Multifactor Developed Markets ex-US ETF in 2019 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 62 increasing their positions, 23 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 6

170% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 23

22% more capital invested

Capital invested by funds: $1.79B → $2.19B (+$399M)

17% more funds holding

Funds holding: 101 → 118 (+17)

7% more funds holding in top 10

Funds holding in top 10: 15 → 16 (+1)

1.93% more ownership

Funds ownership: 76.58% → 78.51% (+1.9%)

Holders
118
Holders Change
+17
Holders Change %
+16.83%
% of All Funds
2.33%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.32%
New
24
Increased
62
Reduced
23
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CPO
Cerity Partners OCIO
New York
+$116M
2
BWM
Baystate Wealth Management
Massachusetts
+$37.3M
3
Ameriprise
Ameriprise
Minnesota
+$30.6M
4
TC
Trilogy Capital
California
+$28M
5
Truist Financial
Truist Financial
North Carolina
+$17.7M

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$5.34M
2
Bank of America
Bank of America
North Carolina
-$4.83M
3
GSWM
Golden State Wealth Management
California
-$4.09M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$2.59M
5
CWM
Centric Wealth Management
Illinois
-$1.65M
Name Holding Trade Value Shares
Change 		Change in
Stake
DC
76
Davenport & Co
Virginia
$1.03M +$347K +12,069 +52%
AWA
77
Arkadios Wealth Advisors
Georgia
$1.01M +$994K +34,622 New
Thrivent Financial for Lutherans
78
Thrivent Financial for Lutherans
Minnesota
$971K – – –
CAAS
79
Capital Asset Advisory Services
Michigan
$955K +$938K +32,672 New
WS
80
Wedbush Securities
California
$786K +$768K +26,754 New
SFWC
81
Strategic Family Wealth Counselors
New Jersey
$742K +$242K +8,433 +50%
SPA
82
Sentinel Pension Advisors
Massachusetts
$611K +$597K +20,792 New
CFD
83
Creative Financial Designs
Indiana
$582K -$96.7K -3,366 -15%
WWM
84
Western Wealth Management
Colorado
$571K +$9.82K +342 +2%
Baird Financial Group
85
Baird Financial Group
Wisconsin
$462K -$37.7K -1,313 -8%
RA
86
RFG Advisory
Alabama
$451K +$2.3K +80 +0.5%
EA
87
Emerald Advisors
Washington
$399K +$396K +13,791 New
Lido Advisors
88
Lido Advisors
California
$391K – – –
AIC
89
Ameritas Investment Company
Nebraska
$369K +$146K +5,082 +68%
FAAS
90
First Allied Advisory Services
California
$353K +$84.8K +2,951 +32%
NWM
91
Northwest Wealth Management
Iowa
$352K – – –
Rockefeller Capital Management
92
Rockefeller Capital Management
New York
$338K +$19.6K +683 +6%
TWM
93
Titus Wealth Management
California
$302K +$3.48K +121 +1%
Susquehanna International Group
94
Susquehanna International Group
Pennsylvania
$282K -$565K -19,680 -67%
PNC Financial Services Group
95
PNC Financial Services Group
Pennsylvania
$275K +$165K +5,753 +160%
WCM
96
WealthBridge Capital Management
Ohio
$256K -$21.4K -745 -8%
ACA
97
Ascension Capital Advisors
Texas
$209K +$205K +7,130 New
S
98
SignatureFD
Georgia
$175K +$2.56K +89 +2%
SL
99
Savior LLC
Massachusetts
$164K +$160K +5,585 New
SSB
100
Sandy Spring Bank
Maryland
$117K – – –
1 2 3
4
5

RODM Hedge Fund Activity: Q4 2019 in Review

118 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Developed Markets ex-US ETF (RODM) for Q4 2019, worth a combined $2.19B — up 22% from $1.79B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new RODM positions and 6 closed out — a net gain of 18 holders — while 62 added to existing stakes and 23 trimmed.

The largest buyer was Cerity Partners OCIO, opening a new position worth an estimated $116M. The largest seller was LPL Financial, cutting an estimated $5.34M.

  • 118 institutional investors held Hartford Multifactor Developed Markets ex-US ETF (RODM) as of Q4 2019, up from 101 in Q3 2019.
  • Funds reported $2.19B of Hartford Multifactor Developed Markets ex-US ETF stock for Q4 2019, up 22% quarter-over-quarter.
  • 24 funds opened new Hartford Multifactor Developed Markets ex-US ETF positions in Q4 2019 and 6 closed out, a net change of +18 holders.
  • The largest Hartford Multifactor Developed Markets ex-US ETF buyer in Q4 2019 was Cerity Partners OCIO, an estimated $116M added.
  • The largest Hartford Multifactor Developed Markets ex-US ETF seller in Q4 2019 was LPL Financial, an estimated $5.34M sold.

Based on aggregated 13F filings for Q4 2019.