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Hartford Multifactor Developed Markets ex-US ETF

116 hedge funds and large institutions have $1.45B invested in Hartford Multifactor Developed Markets ex-US ETF in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 33 increasing their positions, 55 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $1.3B → $1.45B (+$153M)

7.45% more ownership

Funds ownership: 87.35%94.81% (+7.5%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

1% less funds holding

Funds holding: 117116 (-1)

40% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 55

Holders
116
Holders Change
-1
Holders Change %
-0.85%
% of All Funds
1.69%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
11
Increased
33
Reduced
55
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
76
Stifel Financial
Missouri
$445K -$625K -24,042 -60%
RJT
77
Raymond James Trust
Florida
$439K
AWA
78
Arkadios Wealth Advisors
Georgia
$434K +$7.3K +281 +2%
DC
79
Davenport & Co
Virginia
$413K -$33.3K -1,280 -8%
SW
80
SlateStone Wealth
Florida
$401K -$206K -7,911 -35%
Comerica Bank
81
Comerica Bank
Texas
$370K -$112K -4,317 -24%
GIA
82
Gladstone Institutional Advisory
Florida
$313K -$7.28K -280 -2%
IA
83
IFP Advisors
Florida
$302K -$221K -8,520 -44%
AF
84
Advisornet Financial
Minnesota
$284K -$43.3K -1,665 -14%
Bank of New York Mellon
85
Bank of New York Mellon
New York
$283K +$18.8K +724 +8%
Janney Montgomery Scott
86
Janney Montgomery Scott
Pennsylvania
$267K -$22.7K -872 -8%
IC
87
IEQ Capital
California
$252K -$81.4K -3,132 -25%
ARC
88
Advisor Resource Council
Texas
$237K +$225K +8,655 New
BWM
89
BKM Wealth Management
Wisconsin
$232K +$220K +8,467 New
FAIM
90
Financial Advocates Investment Management
Washington
$231K +$3.09K +119 +1%
Qube Research & Technologies (QRT)
91
Qube Research & Technologies (QRT)
United Kingdom
$230K +$4.16K +160 +2%
KSWA
92
Kathleen S. Wright Associates
Pennsylvania
$227K
AWA
93
Amplius Wealth Advisors
Pennsylvania
$207K +$196K +7,546 New
WIM
94
WealthPlan Investment Management
Nebraska
$201K +$191K +7,343 New
HI
95
Harbour Investments
Wisconsin
$149K +$182 +7 +0.1%
PA
96
Parallel Advisors
California
$144K
EWM
97
Evermay Wealth Management
Virginia
$119K -$4.55K -175 -4%
Carson Wealth (CWM LLC)
98
Carson Wealth (CWM LLC)
Nebraska
$70K +$38.5K +1,482 +136%
SWM
99
Spire Wealth Management
Virginia
$61.4K
GRP
100
Global Retirement Partners
California
$56.4K +$20.5K +788 +61%

RODM Hedge Fund Activity: Q4 2023 in Review

116 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Developed Markets ex-US ETF (RODM) for Q4 2023, worth a combined $1.45B — up 12% from $1.3B a quarter earlier.

Fund positioning in RODM was balanced in Q4 2023: 11 funds opened new positions, 11 closed out, 33 added to existing stakes and 55 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $90.3M. The largest seller was Avantax Advisory Services, cutting an estimated $22.7M.

  • 116 institutional investors held Hartford Multifactor Developed Markets ex-US ETF (RODM) as of Q4 2023, down from 117 in Q3 2023.
  • Funds reported $1.45B of Hartford Multifactor Developed Markets ex-US ETF stock for Q4 2023, up 12% quarter-over-quarter.
  • 11 funds opened new Hartford Multifactor Developed Markets ex-US ETF positions in Q4 2023 and 11 closed out, a net change of 0 holders.
  • The largest Hartford Multifactor Developed Markets ex-US ETF buyer in Q4 2023 was Morgan Stanley, an estimated $90.3M added.
  • The largest Hartford Multifactor Developed Markets ex-US ETF seller in Q4 2023 was Avantax Advisory Services, an estimated $22.7M sold.

Based on aggregated 13F filings for Q4 2023.