We are live on ! Find out more
RODM icon

Hartford Multifactor Developed Markets ex-US ETF
RODM

108 hedge funds and large institutions have $900M invested in Hartford Multifactor Developed Markets ex-US ETF in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 59 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.73% less ownership

Funds ownership: 83.51% → 82.78% (-0.73%)

5% less funds holding

Funds holding: 114 → 108 (-6)

11% less capital invested

Capital invested by funds: $1.01B → $900M (-$109M)

33% less funds holding in top 10

Funds holding in top 10: 6 → 4 (-2)

33% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 15

69% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 59

Holders
108
Holders Change
-6
Holders Change %
-5.26%
% of All Funds
1.56%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
10
Increased
18
Reduced
59
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAG
Private Advisor Group
New Jersey
+$6.03M
2
MCM
MAI Capital Management
Ohio
+$3.48M
3
WWA
WCG Wealth Advisors
Nevada
+$1.77M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$890K
5
FM
Foster & Motley
Ohio
+$878K

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$39.6M
2
OMC
Old Mission Capital
Illinois
-$19.2M
3
TC
Trilogy Capital
California
-$11.2M
4
MCCA
Mill Creek Capital Advisors
Pennsylvania
-$8.39M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$6.72M
Name Holding Trade Value Shares
Change 		Change in
Stake
Stifel Financial
76
Stifel Financial
Missouri
$331K -$129K -4,598 -28%
WP
77
WealthPLAN Partners
Nebraska
$292K -$5.19M -185,100 -95%
Comerica Bank
78
Comerica Bank
Texas
$245K -$44.2K -1,576 -15%
BWM
79
BKM Wealth Management
Wisconsin
$240K +$1.85K +66 +0.8%
KSWA
80
Kathleen S. Wright Associates
Pennsylvania
$229K – – –
FAIM
81
Financial Advocates Investment Management
Washington
$226K -$6.25K -223 -3%
SA
82
Sanctuary Advisors
Indiana
$225K +$230K +8,191 New
AF
83
Advisornet Financial
Minnesota
$224K -$16.8K -599 -7%
Citadel Advisors
84
Citadel Advisors
Florida
$213K -$5.4M -192,623 -96%
Janney Montgomery Scott
85
Janney Montgomery Scott
Pennsylvania
$206K -$58.9K -2,100 -22%
IA
86
IFP Advisors
Florida
$203K -$62.5K -2,231 -23%
PA
87
Parallel Advisors
California
$145K – – –
HI
88
Harbour Investments
Wisconsin
$138K -$4.48K -160 -3%
Fidelity Investments
89
Fidelity Investments
Massachusetts
$116K +$68.2K +2,434 +139%
EWM
90
Evermay Wealth Management
Virginia
$115K -$5.91K -211 -5%
GRP
91
Global Retirement Partners
California
$111K – – –
WWMSC
92
Wagner Wealth Management (South Carolina)
South Carolina
$82K -$103K -3,668 -55%
SWM
93
Spire Wealth Management
Virginia
$63K – – –
PTC
94
Private Trust Company
Ohio
$57.6K +$3.87K +138 +7%
GG
95
Gleason Group
Kentucky
$50.4K +$51.2K +1,826 New
CAM
96
Close Asset Management
United Kingdom
$32K – – –
TAM
97
Tucker Asset Management
Colorado
$29.4K – – –
CFD
98
Creative Financial Designs
Indiana
$15.1K – – –
SS
99
Sunbelt Securities
Texas
$15K – – –
Carson Wealth (CWM LLC)
100
Carson Wealth (CWM LLC)
Nebraska
$12K – – –
1 2 3
4
5

RODM Hedge Fund Activity: Q2 2024 in Review

108 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Developed Markets ex-US ETF (RODM) for Q2 2024, worth a combined $900M — down 11% from $1.01B a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of RODM and 10 opened new positions — a net loss of 5 holders — while 59 trimmed existing stakes and 18 added.

The largest buyer was Private Advisor Group, adding an estimated $6.03M. The largest seller was UBS Group, cutting an estimated $39.6M.

  • 108 institutional investors held Hartford Multifactor Developed Markets ex-US ETF (RODM) as of Q2 2024, down from 114 in Q1 2024.
  • Funds reported $900M of Hartford Multifactor Developed Markets ex-US ETF stock for Q2 2024, down 11% quarter-over-quarter.
  • 10 funds opened new Hartford Multifactor Developed Markets ex-US ETF positions in Q2 2024 and 15 closed out, a net change of -5 holders.
  • The largest Hartford Multifactor Developed Markets ex-US ETF buyer in Q2 2024 was Private Advisor Group, an estimated $6.03M added.
  • The largest Hartford Multifactor Developed Markets ex-US ETF seller in Q2 2024 was UBS Group, an estimated $39.6M sold.

Based on aggregated 13F filings for Q2 2024.