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Hartford Multifactor Developed Markets ex-US ETF

118 hedge funds and large institutions have $1.28B invested in Hartford Multifactor Developed Markets ex-US ETF in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 36 increasing their positions, 57 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

14% more capital invested

Capital invested by funds: $1.12B → $1.28B (+$158M)

11.14% more ownership

Funds ownership: 74.83%85.97% (+11%)

5% less funds holding

Funds holding: 124118 (-6)

29% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 14

37% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 57

Holders
118
Holders Change
-6
Holders Change %
-4.84%
% of All Funds
1.85%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
10
Increased
36
Reduced
57
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
76
Arkadios Wealth Advisors
Georgia
$410K -$63.4K -2,371 -13%
Renaissance Technologies
77
Renaissance Technologies
New York
$397K -$134K -5,000 -25%
Wealth Enhancement Advisory Services
78
Wealth Enhancement Advisory Services
Minnesota
$369K -$1.19M -44,333 -76%
GIA
79
Gladstone Institutional Advisory
Florida
$338K -$21K -786 -6%
IC
80
IEQ Capital
California
$324K
Janney Montgomery Scott
81
Janney Montgomery Scott
Pennsylvania
$296K -$98.2K -3,673 -25%
AF
82
Advisornet Financial
Minnesota
$277K +$25.2K +941 +10%
AAS
83
Ameritas Advisory Services
Nebraska
$276K -$26.9K -1,006 -9%
Baird Financial Group
84
Baird Financial Group
Wisconsin
$275K -$67.9K -2,539 -20%
GT
85
Glenview Trust
Kentucky
$255K +$259K +9,702 New
Bank of New York Mellon
86
Bank of New York Mellon
New York
$252K
MA
87
Mutual Advisors
Nebraska
$229K -$3.98K -149 -2%
SAF
88
Smith Anglin Financial
Texas
$229K -$133K -4,989 -36%
MML Investors Services
89
MML Investors Services
Massachusetts
$226K -$47.1K -1,761 -17%
FAIM
90
Financial Advocates Investment Management
Washington
$224K +$6.5K +243 +3%
KSWA
91
Kathleen S. Wright Associates
Pennsylvania
$218K
KFGK
92
Keystone Financial Group (Kentucky)
Kentucky
$216K +$219K +8,201 New
EWM
93
Evermay Wealth Management
Virginia
$207K -$177K -6,638 -46%
OBWG
94
Onyx Bridge Wealth Group
New York
$202K +$27 +1 +0%
GRP
95
Global Retirement Partners
California
$175K
HI
96
Harbour Investments
Wisconsin
$147K -$7.94K -297 -5%
PA
97
Parallel Advisors
California
$138K
JP Morgan Chase
98
JP Morgan Chase
New York
$95.3K +$53K +1,981 +121%
Fidelity Investments
99
Fidelity Investments
Massachusetts
$75.7K +$14.4K +538 +23%
SWM
100
Spire Wealth Management
Virginia
$60K

RODM Hedge Fund Activity: Q2 2023 in Review

118 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Developed Markets ex-US ETF (RODM) for Q2 2023, worth a combined $1.28B — up 14% from $1.12B a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of RODM and 10 opened new positions — a net loss of 4 holders — while 57 trimmed existing stakes and 36 added.

The largest buyer was Cerity Partners, opening a new position worth an estimated $181M. The largest seller was Jane Street, cutting an estimated $18.4M.

  • 118 institutional investors held Hartford Multifactor Developed Markets ex-US ETF (RODM) as of Q2 2023, down from 124 in Q1 2023.
  • Funds reported $1.28B of Hartford Multifactor Developed Markets ex-US ETF stock for Q2 2023, up 14% quarter-over-quarter.
  • 10 funds opened new Hartford Multifactor Developed Markets ex-US ETF positions in Q2 2023 and 14 closed out, a net change of -4 holders.
  • The largest Hartford Multifactor Developed Markets ex-US ETF buyer in Q2 2023 was Cerity Partners, an estimated $181M added.
  • The largest Hartford Multifactor Developed Markets ex-US ETF seller in Q2 2023 was Jane Street, an estimated $18.4M sold.

Based on aggregated 13F filings for Q2 2023.