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Hartford Multifactor Developed Markets ex-US ETF

129 hedge funds and large institutions have $1.37B invested in Hartford Multifactor Developed Markets ex-US ETF in 2021 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 49 increasing their positions, 53 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

0% more funds holding

Funds holding: 129129 (0)

3% less capital invested

Capital invested by funds: $1.42B → $1.37B (-$46.4M)

8% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 53

1.39% less ownership

Funds ownership: 72.23%70.84% (-1.4%)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

Holders
129
Holders Change
Holders Change %
0%
% of All Funds
2.26%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.16%
New
12
Increased
49
Reduced
53
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DC
76
Davenport & Co
Virginia
$602K -$43.6K -1,400 -7%
Stifel Financial
77
Stifel Financial
Missouri
$590K -$21.9K -704 -3%
Renaissance Technologies
78
Renaissance Technologies
New York
$581K +$601K +19,300 New
Thrivent Financial for Lutherans
79
Thrivent Financial for Lutherans
Minnesota
$503K
AIC
80
Ameritas Investment Company
Nebraska
$458K +$152K +4,876 +47%
VFM
81
Vivid Financial Management
California
$450K -$309K -9,940 -40%
Cetera Investment Advisers
82
Cetera Investment Advisers
Illinois
$449K -$112K -3,601 -19%
NHC
83
Nicholas Hoffman & Company
Georgia
$406K
Barclays
84
Barclays
United Kingdom
$406K +$361K +11,600 +612%
CWM
85
Centric Wealth Management
Illinois
$374K +$996 +32 +0.3%
MML Investors Services
86
MML Investors Services
Massachusetts
$370K +$3.11K +100 +0.8%
Creative Planning
87
Creative Planning
Kansas
$368K -$1.9K -61 -0.5%
SWA
88
Stratos Wealth Advisors
Ohio
$336K -$82.4K -2,647 -19%
IA
89
IFP Advisors
Florida
$328K -$27.6K -887 -8%
TWM
90
Titus Wealth Management
California
$325K
KFGK
91
Keystone Financial Group (Kentucky)
Kentucky
$314K
HI
92
Harbour Investments
Wisconsin
$296K +$18.8K +603 +7%
FFN
93
Focus Financial Network
Minnesota
$288K -$22.7K -728 -7%
GSEP
94
Golden State Equity Partners
California
$283K +$1.68K +54 +0.6%
AF
95
Advisornet Financial
Minnesota
$273K +$186K +5,990 +194%
MA
96
Mutual Advisors
Nebraska
$272K -$73.1K -2,348 -21%
SAM
97
Strategic Asset Management
Minnesota
$263K +$271K +8,711 New
SPAS
98
Spectrum Planning & Advisory Services
California
$245K -$31 -1 -0%
NAG
99
Northstar Advisory Group
New Jersey
$245K +$253K +8,139 New
SSWM
100
Smith Salley Wealth Management
North Carolina
$243K

RODM Hedge Fund Activity: Q3 2021 in Review

129 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Developed Markets ex-US ETF (RODM) for Q3 2021, worth a combined $1.37B — down 3.3% from $1.42B a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new RODM positions and 10 closed out — a net gain of 2 holders — while 49 added to existing stakes and 53 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $8.51M. The largest seller was Onyx Bridge Wealth Group, cutting an estimated $25.2M.

  • 129 institutional investors held Hartford Multifactor Developed Markets ex-US ETF (RODM) as of Q3 2021, unchanged from Q2 2021.
  • Funds reported $1.37B of Hartford Multifactor Developed Markets ex-US ETF stock for Q3 2021, down 3.3% quarter-over-quarter.
  • 12 funds opened new Hartford Multifactor Developed Markets ex-US ETF positions in Q3 2021 and 10 closed out, a net change of +2 holders.
  • The largest Hartford Multifactor Developed Markets ex-US ETF buyer in Q3 2021 was Citadel Advisors, an estimated $8.51M added.
  • The largest Hartford Multifactor Developed Markets ex-US ETF seller in Q3 2021 was Onyx Bridge Wealth Group, an estimated $25.2M sold.

Based on aggregated 13F filings for Q3 2021.