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Hartford Multifactor Developed Markets ex-US ETF

106 hedge funds and large institutions have $864M invested in Hartford Multifactor Developed Markets ex-US ETF in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 49 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

1.32% more ownership

Funds ownership: 80.99%82.31% (+1.3%)

1% more funds holding

Funds holding: 105106 (+1)

6% less capital invested

Capital invested by funds: $920M → $864M (-$55.8M)

41% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 49

Holders
106
Holders Change
+1
Holders Change %
+0.95%
% of All Funds
1.4%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
12
Increased
29
Reduced
49
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FAIM
76
Financial Advocates Investment Management
Washington
$226K -$10.4K -351 -4%
WIM
77
WealthPlan Investment Management
Nebraska
$226K +$236K +7,968 New
Mercer Global Advisors
78
Mercer Global Advisors
Colorado
$221K -$1.28M -43,106 -85%
SA
79
Sanctuary Advisors
Indiana
$210K
SPIA
80
Steward Partners Investment Advisory
New York
$194K -$26.7K -903 -12%
IA
81
IFP Advisors
Florida
$166K -$16.4K -552 -9%
AF
82
Advisornet Financial
Minnesota
$162K -$63.2K -2,132 -27%
PA
83
Parallel Advisors
California
$149K
HI
84
Harbour Investments
Wisconsin
$125K -$800 -27 -0.6%
GRP
85
Global Retirement Partners
California
$110K
EWM
86
Evermay Wealth Management
Virginia
$108K -$5.87K -198 -5%
GSWM
87
Golden State Wealth Management
California
$97.8K +$102K +3,440 New
Comerica Bank
88
Comerica Bank
Texas
$94.2K -$136K -4,592 -58%
Fidelity Investments
89
Fidelity Investments
Massachusetts
$86.8K -$889 -30 -1%
SWM
90
Spire Wealth Management
Virginia
$64.8K
PTC
91
Private Trust Company
Ohio
$59.2K
OC
92
Oakworth Capital
Alabama
$33.7K +$35.1K +1,185 New
CAM
93
Close Asset Management
United Kingdom
$33K
HC
94
Hara Capital
Washington
$21.3K +$11.1K +375 +100%
KIM
95
Kestra Investment Management
Texas
$19.4K +$20.2K +682 New
Carson Wealth (CWM LLC)
96
Carson Wealth (CWM LLC)
Nebraska
$16K +$3.73K +126 +28%
SS
97
Sunbelt Securities
Texas
$15.4K
CFD
98
Creative Financial Designs
Indiana
$14.2K
BTC
99
Bank & Trust Company
Illinois
$11.5K
GWP
100
Gen-Wealth Partners
Michigan
$10.8K

RODM Hedge Fund Activity: Q4 2024 in Review

106 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Developed Markets ex-US ETF (RODM) for Q4 2024, worth a combined $864M — down 6.1% from $920M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new RODM positions and 8 closed out — a net gain of 4 holders — while 29 added to existing stakes and 49 trimmed.

The largest buyer was Modern Wealth Management, opening a new position worth an estimated $4.66M. The largest seller was Bank of America, cutting an estimated $5.37M.

  • 106 institutional investors held Hartford Multifactor Developed Markets ex-US ETF (RODM) as of Q4 2024, up from 105 in Q3 2024.
  • Funds reported $864M of Hartford Multifactor Developed Markets ex-US ETF stock for Q4 2024, down 6.1% quarter-over-quarter.
  • 12 funds opened new Hartford Multifactor Developed Markets ex-US ETF positions in Q4 2024 and 8 closed out, a net change of +4 holders.
  • The largest Hartford Multifactor Developed Markets ex-US ETF buyer in Q4 2024 was Modern Wealth Management, an estimated $4.66M added.
  • The largest Hartford Multifactor Developed Markets ex-US ETF seller in Q4 2024 was Bank of America, an estimated $5.37M sold.

Based on aggregated 13F filings for Q4 2024.