We are live on ! Find out more
RODM icon

Hartford Multifactor Developed Markets ex-US ETF

124 hedge funds and large institutions have $1.12B invested in Hartford Multifactor Developed Markets ex-US ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 37 increasing their positions, 59 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 12

2% less funds holding

Funds holding: 127124 (-3)

9% less capital invested

Capital invested by funds: $1.23B → $1.12B (-$113M)

12.04% less ownership

Funds ownership: 86.87%74.83% (-12%)

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

37% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 59

Holders
124
Holders Change
-3
Holders Change %
-2.36%
% of All Funds
1.98%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.1%
New
13
Increased
37
Reduced
59
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWANC
76
Guardian Wealth Advisors (North Carolina)
North Carolina
$533K
Renaissance Technologies
77
Renaissance Technologies
New York
$529K +$101K +3,900 +24%
DC
78
Davenport & Co
Virginia
$501K -$1.12K -43 -0.2%
AWA
79
Arkadios Wealth Advisors
Georgia
$472K -$18.3K -704 -4%
Janney Montgomery Scott
80
Janney Montgomery Scott
Pennsylvania
$392K -$67.4K -2,596 -15%
EWM
81
Evermay Wealth Management
Virginia
$382K -$219K -8,419 -37%
Mercer Global Advisors
82
Mercer Global Advisors
Colorado
$367K +$362K +13,935 New
SAF
83
Smith Anglin Financial
Texas
$360K +$41.3K +1,588 +13%
GIA
84
Gladstone Institutional Advisory
Florida
$359K -$41.6K -1,602 -11%
Baird Financial Group
85
Baird Financial Group
Wisconsin
$342K -$50.7K -1,952 -13%
IC
86
IEQ Capital
California
$324K
AAS
87
Ameritas Advisory Services
Nebraska
$308K +$43.4K +1,671 +17%
MML Investors Services
88
MML Investors Services
Massachusetts
$272K -$66K -2,540 -20%
CWM
89
Congress Wealth Management
Massachusetts
$268K -$143K -5,487 -35%
Thrivent Financial for Lutherans
90
Thrivent Financial for Lutherans
Minnesota
$253K +$251K +9,663 New
AF
91
Advisornet Financial
Minnesota
$253K -$883 -34 -0.4%
Bank of New York Mellon
92
Bank of New York Mellon
New York
$252K +$364 +14 +0.1%
MA
93
Mutual Advisors
Nebraska
$233K -$268K -10,315 -54%
KSWA
94
Kathleen S. Wright Associates
Pennsylvania
$218K
FAIM
95
Financial Advocates Investment Management
Washington
$218K +$215K +8,267 New
OBWG
96
Onyx Bridge Wealth Group
New York
$202K -$6.81K -262 -3%
WIM
97
WealthPlan Investment Management
Nebraska
$182K -$1.67M -64,431 -90%
GRP
98
Global Retirement Partners
California
$179K -$7.48K -288 -4%
HI
99
Harbour Investments
Wisconsin
$155K -$31.1K -1,196 -17%
PA
100
Parallel Advisors
California
$138K

RODM Hedge Fund Activity: Q1 2023 in Review

124 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Developed Markets ex-US ETF (RODM) for Q1 2023, worth a combined $1.12B — down 9.1% from $1.23B a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new RODM positions and 12 closed out — a net gain of 1 holder — while 37 added to existing stakes and 59 trimmed.

The largest buyer was UBS Group, adding an estimated $19.6M. The largest seller was Jane Street, cutting an estimated $13.8M.

  • 124 institutional investors held Hartford Multifactor Developed Markets ex-US ETF (RODM) as of Q1 2023, down from 127 in Q4 2022.
  • Funds reported $1.12B of Hartford Multifactor Developed Markets ex-US ETF stock for Q1 2023, down 9.1% quarter-over-quarter.
  • 13 funds opened new Hartford Multifactor Developed Markets ex-US ETF positions in Q1 2023 and 12 closed out, a net change of +1 holder.
  • The largest Hartford Multifactor Developed Markets ex-US ETF buyer in Q1 2023 was UBS Group, an estimated $19.6M added.
  • The largest Hartford Multifactor Developed Markets ex-US ETF seller in Q1 2023 was Jane Street, an estimated $13.8M sold.

Based on aggregated 13F filings for Q1 2023.