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Hartford Multifactor Developed Markets ex-US ETF
RODM

125 hedge funds and large institutions have $1.06B invested in Hartford Multifactor Developed Markets ex-US ETF in 2022 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 42 increasing their positions, 56 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more funds holding in top 10

Funds holding in top 10: 7 → 10 (+3)

1.44% more ownership

Funds ownership: 74.19% → 75.63% (+1.4%)

11% less funds holding

Funds holding: 141 → 125 (-16)

16% less capital invested

Capital invested by funds: $1.26B → $1.06B (-$200M)

25% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 56

55% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 22

Holders
125
Holders Change
-16
Holders Change %
-11.35%
% of All Funds
2.11%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.17%
New
10
Increased
42
Reduced
56
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
+$4.44M
2
CPO
Cerity Partners OCIO
New York
+$4.1M
3
ARC
Advisor Resource Council
Texas
+$2.73M
4
FM
Foster & Motley
Ohio
+$2.65M
5
PAG
Private Advisor Group
New Jersey
+$2.02M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$15.3M
2
Morgan Stanley
Morgan Stanley
New York
-$7.73M
3
Osaic Holdings
Osaic Holdings
Arizona
-$5.39M
4
Bank of America
Bank of America
North Carolina
-$4.68M
5
Jane Street
Jane Street
New York
-$4.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
DC
76
Davenport & Co
Virginia
$551K -$33.1K -1,213 -5%
MML Investors Services
77
MML Investors Services
Massachusetts
$513K -$361K -13,227 -39%
ACA
78
Aptus Capital Advisors
Alabama
$504K -$46.4K -1,700 -8%
GWANC
79
Guardian Wealth Advisors (North Carolina)
North Carolina
$504K +$552K +20,237 New
PPW
80
Pinnacle Private Wealth
Massachusetts
$482K +$41.5K +1,520 +9%
YWS
81
Yarger Wealth Strategies
Ohio
$468K +$13.6K +500 +3%
NDSI
82
Newman Dignan & Sheerar Inc
Rhode Island
$412K +$451K +16,540 New
AAS
83
Ameritas Advisory Services
Nebraska
$408K +$7.2K +264 +2%
KSWA
84
Kathleen S. Wright Associates
Pennsylvania
$391K -$14.1K -516 -3%
Creative Planning
85
Creative Planning
Kansas
$388K +$118K +4,336 +39%
Thrivent Financial for Lutherans
86
Thrivent Financial for Lutherans
Minnesota
$367K -$2.78K -102 -0.7%
SB
87
Strategic Blueprint
Georgia
$323K -$42.3K -1,550 -11%
IC
88
IEQ Capital
California
$307K – – –
TWM
89
Titus Wealth Management
California
$284K +$8.71K +319 +3%
Bank of New York Mellon
90
Bank of New York Mellon
New York
$273K +$38.3K +1,403 +15%
KFGK
91
Keystone Financial Group (Kentucky)
Kentucky
$258K +$628 +23 +0.2%
AF
92
Advisornet Financial
Minnesota
$251K +$57.5K +2,106 +26%
EWM
93
Executive Wealth Management
Michigan
$245K -$13.2K -485 -5%
SSWM
94
Smith Salley Wealth Management
North Carolina
$201K – – –
GRP
95
Global Retirement Partners
California
$195K +$3.58K +131 +2%
HS
96
Horan Securities
United States
$168K +$57K +2,090 +44%
HI
97
Harbour Investments
Wisconsin
$150K +$165K +6,032 New
PA
98
Parallel Advisors
California
$130K – – –
SAM
99
Strategic Asset Management
Minnesota
$121K +$846 +31 +0.6%
CAAS
100
Capital Asset Advisory Services
Michigan
$97K -$205K -7,504 -66%
2 3
4
5 6

RODM Hedge Fund Activity: Q2 2022 in Review

125 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Developed Markets ex-US ETF (RODM) for Q2 2022, worth a combined $1.06B — down 16% from $1.26B a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of RODM and 10 opened new positions — a net loss of 12 holders — while 56 trimmed existing stakes and 42 added.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $4.44M. The largest seller was Ameriprise, cutting an estimated $15.3M.

  • 125 institutional investors held Hartford Multifactor Developed Markets ex-US ETF (RODM) as of Q2 2022, down from 141 in Q1 2022.
  • Funds reported $1.06B of Hartford Multifactor Developed Markets ex-US ETF stock for Q2 2022, down 16% quarter-over-quarter.
  • 10 funds opened new Hartford Multifactor Developed Markets ex-US ETF positions in Q2 2022 and 22 closed out, a net change of -12 holders.
  • The largest Hartford Multifactor Developed Markets ex-US ETF buyer in Q2 2022 was Raymond James Financial Services Advisors, an estimated $4.44M added.
  • The largest Hartford Multifactor Developed Markets ex-US ETF seller in Q2 2022 was Ameriprise, an estimated $15.3M sold.

Based on aggregated 13F filings for Q2 2022.