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Hartford Multifactor Developed Markets ex-US ETF
RODM

105 hedge funds and large institutions have $920M invested in Hartford Multifactor Developed Markets ex-US ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 55 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $900M → $920M (+$20M)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

1.8% less ownership

Funds ownership: 82.78% → 80.99% (-1.8%)

3% less funds holding

Funds holding: 108 → 105 (-3)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

49% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 55

Holders
105
Holders Change
-3
Holders Change %
-2.78%
% of All Funds
1.51%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
8
Increased
28
Reduced
55
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WIA
World Investment Advisors
California
+$10.7M
2
Cerity Partners
Cerity Partners
New York
+$4.29M
3
Bank of America
Bank of America
North Carolina
+$1.57M
4
PAG
Private Advisor Group
New Jersey
+$1.26M
5
FM
Foster & Motley
Ohio
+$1.18M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$16.2M
2
KIM
Kestra Investment Management
Texas
-$14.6M
3
SPIA
Steward Partners Investment Advisory
New York
-$13.3M
4
Morgan Stanley
Morgan Stanley
New York
-$9.24M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.24M
Name Holding Trade Value Shares
Change 		Change in
Stake
KSWA
76
Kathleen S. Wright Associates
Pennsylvania
$253K – – –
BWM
77
BKM Wealth Management
Wisconsin
$249K -$14.4K -496 -6%
Comerica Bank
78
Comerica Bank
Texas
$241K -$28.5K -978 -11%
AF
79
Advisornet Financial
Minnesota
$239K -$7.68K -264 -3%
SPIA
80
Steward Partners Investment Advisory
New York
$236K -$13.3M -457,100 -98%
SA
81
Sanctuary Advisors
Indiana
$209K -$32.2K -1,106 -14%
KPWS
82
Kestra Private Wealth Services
Texas
$209K +$200K +6,857 New
YWS
83
Yarger Wealth Strategies
Ohio
$205K +$196K +6,721 New
KFGK
84
Keystone Financial Group (Kentucky)
Kentucky
$202K +$193K +6,628 New
IA
85
IFP Advisors
Florida
$195K -$27.8K -957 -13%
PA
86
Parallel Advisors
California
$160K – – –
HI
87
Harbour Investments
Wisconsin
$135K -$16.1K -555 -11%
EWM
88
Evermay Wealth Management
Virginia
$122K -$2.53K -87 -2%
GRP
89
Global Retirement Partners
California
$118K -$5.03K -173 -4%
Fidelity Investments
90
Fidelity Investments
Massachusetts
$94K -$32K -1,099 -26%
WWMSC
91
Wagner Wealth Management (South Carolina)
South Carolina
$92.4K +$1.8K +62 +2%
SWM
92
Spire Wealth Management
Virginia
$69.5K – – –
PTC
93
Private Trust Company
Ohio
$63.6K – – –
ACM
94
Anfield Capital Management
California
$50.9K +$48.6K +1,669 New
CAM
95
Close Asset Management
United Kingdom
$36K – – –
TAM
96
Tucker Asset Management
Colorado
$32.2K -$291 -10 -0.9%
SS
97
Sunbelt Securities
Texas
$16.6K – – –
CFD
98
Creative Financial Designs
Indiana
$15.3K -$1.31K -45 -8%
Carson Wealth (CWM LLC)
99
Carson Wealth (CWM LLC)
Nebraska
$14K – – –
BTC
100
Bank & Trust Company
Illinois
$12.4K – – –
1 2 3
4
5

RODM Hedge Fund Activity: Q3 2024 in Review

105 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Developed Markets ex-US ETF (RODM) for Q3 2024, worth a combined $920M — up 2.2% from $900M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of RODM and 8 opened new positions — a net loss of 2 holders — while 55 trimmed existing stakes and 28 added.

The largest buyer was World Investment Advisors, opening a new position worth an estimated $10.7M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $16.2M.

  • 105 institutional investors held Hartford Multifactor Developed Markets ex-US ETF (RODM) as of Q3 2024, down from 108 in Q2 2024.
  • Funds reported $920M of Hartford Multifactor Developed Markets ex-US ETF stock for Q3 2024, up 2.2% quarter-over-quarter.
  • 8 funds opened new Hartford Multifactor Developed Markets ex-US ETF positions in Q3 2024 and 10 closed out, a net change of -2 holders.
  • The largest Hartford Multifactor Developed Markets ex-US ETF buyer in Q3 2024 was World Investment Advisors, an estimated $10.7M added.
  • The largest Hartford Multifactor Developed Markets ex-US ETF seller in Q3 2024 was Raymond James Financial Services Advisors, an estimated $16.2M sold.

Based on aggregated 13F filings for Q3 2024.