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Hartford Multifactor Developed Markets ex-US ETF

117 hedge funds and large institutions have $1.3B invested in Hartford Multifactor Developed Markets ex-US ETF in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 54 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.39% more ownership

Funds ownership: 85.97%87.35% (+1.4%)

2% more capital invested

Capital invested by funds: $1.28B → $1.3B (+$22.9M)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

1% less funds holding

Funds holding: 118117 (-1)

8% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 13

43% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 54

Holders
117
Holders Change
-1
Holders Change %
-0.85%
% of All Funds
1.86%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
12
Increased
31
Reduced
54
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
76
IFP Advisors
Florida
$501K -$310K -11,774 -38%
WPIC
77
White Pine Investment Company
Michigan
$464K -$112K -4,235 -19%
Comerica Bank
78
Comerica Bank
Texas
$456K +$469K +17,795 New
DC
79
Davenport & Co
Virginia
$419K -$77.4K -2,938 -15%
RJT
80
Raymond James Trust
Florida
$410K
AWA
81
Arkadios Wealth Advisors
Georgia
$399K
IC
82
IEQ Capital
California
$316K
AF
83
Advisornet Financial
Minnesota
$308K +$39K +1,480 +14%
GIA
84
Gladstone Institutional Advisory
Florida
$300K -$30.3K -1,152 -9%
Janney Montgomery Scott
85
Janney Montgomery Scott
Pennsylvania
$273K -$15.9K -602 -5%
AAS
86
Ameritas Advisory Services
Nebraska
$256K -$12K -455 -4%
Bank of New York Mellon
87
Bank of New York Mellon
New York
$246K +$26 +1 +0%
JP Morgan Chase
88
JP Morgan Chase
New York
$228K +$139K +5,262 +145%
CA
89
Claris Advisors
Missouri
$225K +$231K +8,765 New
FPAS
90
Focus Partners Advisor Solutions
Missouri
$225K +$231K +8,765 New
MA
91
Mutual Advisors
Nebraska
$223K
FAIM
92
Financial Advocates Investment Management
Washington
$213K -$5.56K -211 -2%
KSWA
93
Kathleen S. Wright Associates
Pennsylvania
$213K
Qube Research & Technologies (QRT)
94
Qube Research & Technologies (QRT)
United Kingdom
$211K +$216K +8,218 New
KFGK
95
Keystone Financial Group (Kentucky)
Kentucky
$210K
HI
96
Harbour Investments
Wisconsin
$140K -$4.08K -155 -3%
PA
97
Parallel Advisors
California
$134K
EWM
98
Evermay Wealth Management
Virginia
$116K -$88K -3,343 -42%
SWM
99
Spire Wealth Management
Virginia
$58.5K
PTC
100
Private Trust Company
Ohio
$49.9K

RODM Hedge Fund Activity: Q3 2023 in Review

117 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Developed Markets ex-US ETF (RODM) for Q3 2023, worth a combined $1.3B — up 1.8% from $1.28B a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of RODM and 12 opened new positions — a net loss of 1 holder — while 54 trimmed existing stakes and 31 added.

The largest buyer was Cerity Partners, adding an estimated $36.5M. The largest seller was Rockefeller Capital Management, cutting an estimated $6.29M.

  • 117 institutional investors held Hartford Multifactor Developed Markets ex-US ETF (RODM) as of Q3 2023, down from 118 in Q2 2023.
  • Funds reported $1.3B of Hartford Multifactor Developed Markets ex-US ETF stock for Q3 2023, up 1.8% quarter-over-quarter.
  • 12 funds opened new Hartford Multifactor Developed Markets ex-US ETF positions in Q3 2023 and 13 closed out, a net change of -1 holder.
  • The largest Hartford Multifactor Developed Markets ex-US ETF buyer in Q3 2023 was Cerity Partners, an estimated $36.5M added.
  • The largest Hartford Multifactor Developed Markets ex-US ETF seller in Q3 2023 was Rockefeller Capital Management, an estimated $6.29M sold.

Based on aggregated 13F filings for Q3 2023.