We are live on ! Find out more
RODM icon

Hartford Multifactor Developed Markets ex-US ETF

136 hedge funds and large institutions have $1.37B invested in Hartford Multifactor Developed Markets ex-US ETF in 2021 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 41 increasing their positions, 56 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 13

5% more funds holding

Funds holding: 129136 (+7)

2% more ownership

Funds ownership: 70.84%72.84% (+2%)

0% less capital invested

Capital invested by funds: $1.37B → $1.37B (-$2M)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

27% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 56

Holders
136
Holders Change
+7
Holders Change %
+5.43%
% of All Funds
2.09%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
23
Increased
41
Reduced
56
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EL
76
EMFO LLC
Florida
$752K -$69.1K -2,278 -8%
ACA
77
Aptus Capital Advisors
Alabama
$661K -$1.06K -35 -0.2%
EWM
78
Evermay Wealth Management
Virginia
$638K +$16.5K +545 +3%
Stifel Financial
79
Stifel Financial
Missouri
$603K +$13.4K +442 +2%
LSAG
80
Lake Street Advisors Group
New Hampshire
$585K +$589K +19,411 New
PPW
81
Pinnacle Private Wealth
Massachusetts
$556K +$560K +18,452 New
BCI
82
Brinker Capital Investments
Pennsylvania
$538K +$542K +17,864 New
KSWA
83
Kathleen S. Wright Associates
Pennsylvania
$529K +$534K +17,584 New
SB
84
Strategic Blueprint
Georgia
$523K -$689K -22,718 -57%
Thrivent Financial for Lutherans
85
Thrivent Financial for Lutherans
Minnesota
$513K
EAM
86
Empirical Asset Management
Massachusetts
$486K +$489K +16,126 New
AAS
87
Ameritas Advisory Services
Nebraska
$478K +$482K +15,870 New
VFM
88
Vivid Financial Management
California
$417K -$33.1K -1,092 -7%
CAAS
89
Capital Asset Advisory Services
Michigan
$407K -$442K -14,561 -52%
NHC
90
Nicholas Hoffman & Company
Georgia
$406K
T
91
TCWP
Ohio
$406K +$410K +13,503 New
IC
92
IEQ Capital
California
$371K +$374K +12,317 New
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
$368K +$371K +12,217 New
Creative Planning
94
Creative Planning
Kansas
$357K -$12K -394 -3%
TWM
95
Titus Wealth Management
California
$333K +$7.92K +261 +2%
IA
96
IFP Advisors
Florida
$314K -$17K -559 -5%
KFGK
97
Keystone Financial Group (Kentucky)
Kentucky
$314K +$303 +10 +0.1%
AF
98
Advisornet Financial
Minnesota
$314K +$41K +1,351 +15%
CWM
99
Centric Wealth Management
Illinois
$309K -$65.6K -2,162 -17%
GSWM
100
Golden State Wealth Management
California
$285K +$287K +9,457 New

RODM Hedge Fund Activity: Q4 2021 in Review

136 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Developed Markets ex-US ETF (RODM) for Q4 2021, worth a combined $1.37B — down 0.15% from $1.37B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new RODM positions and 13 closed out — a net gain of 10 holders — while 41 added to existing stakes and 56 trimmed.

The largest buyer was Cerity Partners OCIO, adding an estimated $33.8M. The largest seller was Ameriprise, cutting an estimated $22.4M.

  • 136 institutional investors held Hartford Multifactor Developed Markets ex-US ETF (RODM) as of Q4 2021, up from 129 in Q3 2021.
  • Funds reported $1.37B of Hartford Multifactor Developed Markets ex-US ETF stock for Q4 2021, down 0.15% quarter-over-quarter.
  • 23 funds opened new Hartford Multifactor Developed Markets ex-US ETF positions in Q4 2021 and 13 closed out, a net change of +10 holders.
  • The largest Hartford Multifactor Developed Markets ex-US ETF buyer in Q4 2021 was Cerity Partners OCIO, an estimated $33.8M added.
  • The largest Hartford Multifactor Developed Markets ex-US ETF seller in Q4 2021 was Ameriprise, an estimated $22.4M sold.

Based on aggregated 13F filings for Q4 2021.