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Hartford Multifactor Developed Markets ex-US ETF

129 hedge funds and large institutions have $1.42B invested in Hartford Multifactor Developed Markets ex-US ETF in 2021 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 41 increasing their positions, 64 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.69% less ownership

Funds ownership: 72.92%72.23% (-0.69%)

1% less capital invested

Capital invested by funds: $1.43B → $1.42B (-$12.8M)

5% less funds holding

Funds holding: 136129 (-7)

21% less funds holding in top 10

Funds holding in top 10: 1411 (-3)

35% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 17

36% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 64

Holders
129
Holders Change
-7
Holders Change %
-5.15%
% of All Funds
2.25%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.19%
New
11
Increased
41
Reduced
64
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIC
76
Ameritas Investment Company
Nebraska
$519K -$314K -10,126 -49%
Thrivent Financial for Lutherans
77
Thrivent Financial for Lutherans
Minnesota
$513K
SWA
78
Stratos Wealth Advisors
Ohio
$424K -$42.3K -1,364 -9%
NHC
79
Nicholas Hoffman & Company
Georgia
$414K
CWM
80
Centric Wealth Management
Illinois
$381K +$20.9K +675 +6%
Creative Planning
81
Creative Planning
Kansas
$378K +$36.9K +1,191 +11%
MML Investors Services
82
MML Investors Services
Massachusetts
$375K +$42.6K +1,373 +13%
IA
83
IFP Advisors
Florida
$361K -$29.7K -959 -8%
MA
84
Mutual Advisors
Nebraska
$349K -$174K -5,606 -33%
TWM
85
Titus Wealth Management
California
$332K +$6.45K +208 +2%
Susquehanna International Group
86
Susquehanna International Group
Pennsylvania
$320K -$979K -31,559 -75%
KFGK
87
Keystone Financial Group (Kentucky)
Kentucky
$320K +$1.46K +47 +0.5%
FFN
88
Focus Financial Network
Minnesota
$316K -$1.49M -47,958 -82%
GSEP
89
Golden State Equity Partners
California
$287K +$290K +9,355 New
HI
90
Harbour Investments
Wisconsin
$284K -$75.3K -2,429 -21%
HWMA
91
Heritage Wealth Management (Arizona)
Arizona
$271K -$309K -9,949 -53%
PPW
92
Parcion Private Wealth
Washington
$268K -$118K -3,796 -30%
VA
93
Valmark Advisers
Ohio
$266K -$96.9K -3,123 -27%
BL
94
BCWM LLC
Kansas
$259K
SPAS
95
Spectrum Planning & Advisory Services
California
$250K -$54.4K -1,755 -18%
SSWM
96
Smith Salley Wealth Management
North Carolina
$248K -$212K -6,833 -46%
SPA
97
Sentinel Pension Advisors
Massachusetts
$216K
HGWM
98
Horst & Graben Wealth Management
Oregon
$214K -$192K -6,193 -47%
PFGIA
99
Patriot Financial Group Insurance Agency
Massachusetts
$213K -$87.7K -2,827 -29%
GLA
100
Good Life Advisors
Pennsylvania
$203K -$44K -1,418 -18%

RODM Hedge Fund Activity: Q2 2021 in Review

129 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Developed Markets ex-US ETF (RODM) for Q2 2021, worth a combined $1.42B — down 0.89% from $1.43B a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of RODM and 11 opened new positions — a net loss of 6 holders — while 64 trimmed existing stakes and 41 added.

The largest buyer was Coldstream Capital Management, opening a new position worth an estimated $23.9M. The largest seller was Morgan Stanley, cutting an estimated $28.1M.

  • 129 institutional investors held Hartford Multifactor Developed Markets ex-US ETF (RODM) as of Q2 2021, down from 136 in Q1 2021.
  • Funds reported $1.42B of Hartford Multifactor Developed Markets ex-US ETF stock for Q2 2021, down 0.89% quarter-over-quarter.
  • 11 funds opened new Hartford Multifactor Developed Markets ex-US ETF positions in Q2 2021 and 17 closed out, a net change of -6 holders.
  • The largest Hartford Multifactor Developed Markets ex-US ETF buyer in Q2 2021 was Coldstream Capital Management, an estimated $23.9M added.
  • The largest Hartford Multifactor Developed Markets ex-US ETF seller in Q2 2021 was Morgan Stanley, an estimated $28.1M sold.

Based on aggregated 13F filings for Q2 2021.