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Hartford Multifactor Developed Markets ex-US ETF

143 hedge funds and large institutions have $1.47B invested in Hartford Multifactor Developed Markets ex-US ETF in 2020 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 38 increasing their positions, 67 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 15

10% more funds holding

Funds holding: 130143 (+13)

3% more capital invested

Capital invested by funds: $1.42B → $1.47B (+$47.6M)

0.34% more ownership

Funds ownership: 70.84%71.18% (+0.34%)

18% less funds holding in top 10

Funds holding in top 10: 1714 (-3)

43% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 67

Holders
143
Holders Change
+13
Holders Change %
+10%
% of All Funds
2.53%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.25%
New
30
Increased
38
Reduced
67
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
76
Encompass Wealth Advisors
Oregon
$1.35M +$1.29M +47,572 New
SPAS
77
Spectrum Planning & Advisory Services
California
$1.23M +$1.18M +43,563 New
WS
78
Wedbush Securities
California
$1.21M +$26.9K +988 +2%
IF
79
Intrua Financial
Texas
$1.17M -$95.3K -3,505 -8%
AF
80
Advisornet Financial
Minnesota
$1.09M -$1.86M -68,433 -64%
OMC
81
Old Mission Capital
Illinois
$1.07M -$1.56M -57,266 -60%
AWA
82
Arkadios Wealth Advisors
Georgia
$1.05M +$42.7K +1,572 +4%
RCA
83
Rowland Carmichael Advisors
Arizona
$1.04M -$1.03M -37,952 -51%
SWA
84
Stratos Wealth Advisors
Ohio
$986K -$1.85M -67,989 -66%
FPB
85
First PREMIER Bank
South Dakota
$914K -$12.2K -450 -1%
Cetera Investment Advisers
86
Cetera Investment Advisers
Illinois
$896K -$1.53M -56,416 -64%
Citadel Advisors
87
Citadel Advisors
Florida
$845K -$1.11M -41,000 -58%
EWM
88
Evermay Wealth Management
Virginia
$839K -$161K -5,938 -17%
CF
89
Centaurus Financial
California
$835K -$541K -19,893 -40%
MA
90
Mutual Advisors
Nebraska
$788K +$135K +4,964 +22%
PFGIA
91
Patriot Financial Group Insurance Agency
Massachusetts
$784K -$435K -15,993 -37%
IA
92
IFP Advisors
Florida
$687K -$145K -5,332 -18%
ACA
93
Aptus Capital Advisors
Alabama
$686K -$70.6K -2,596 -10%
DC
94
Davenport & Co
Virginia
$624K +$37.7K +1,385 +7%
RA
95
RFG Advisory
Alabama
$609K -$433K -15,937 -43%
Stifel Financial
96
Stifel Financial
Missouri
$608K -$36.1K -1,328 -6%
HS
97
Horan Securities
United States
$606K +$226K +8,310 +64%
Baird Financial Group
98
Baird Financial Group
Wisconsin
$583K -$8.67K -319 -2%
SSWM
99
Smith Salley Wealth Management
North Carolina
$554K +$532K +19,577 New
KFGK
100
Keystone Financial Group (Kentucky)
Kentucky
$499K -$37.7K -1,388 -7%

RODM Hedge Fund Activity: Q4 2020 in Review

143 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Developed Markets ex-US ETF (RODM) for Q4 2020, worth a combined $1.47B — up 3.4% from $1.42B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new RODM positions and 15 closed out — a net gain of 15 holders — while 38 added to existing stakes and 67 trimmed.

The largest buyer was Cerity Partners OCIO, adding an estimated $7.4M. The largest seller was OneDigital Investment Advisors, cutting an estimated $23.2M.

  • 143 institutional investors held Hartford Multifactor Developed Markets ex-US ETF (RODM) as of Q4 2020, up from 130 in Q3 2020.
  • Funds reported $1.47B of Hartford Multifactor Developed Markets ex-US ETF stock for Q4 2020, up 3.4% quarter-over-quarter.
  • 30 funds opened new Hartford Multifactor Developed Markets ex-US ETF positions in Q4 2020 and 15 closed out, a net change of +15 holders.
  • The largest Hartford Multifactor Developed Markets ex-US ETF buyer in Q4 2020 was Cerity Partners OCIO, an estimated $7.4M added.
  • The largest Hartford Multifactor Developed Markets ex-US ETF seller in Q4 2020 was OneDigital Investment Advisors, an estimated $23.2M sold.

Based on aggregated 13F filings for Q4 2020.