We are live on ! Find out more
RODM icon

Hartford Multifactor Developed Markets ex-US ETF

108 hedge funds and large institutions have $904M invested in Hartford Multifactor Developed Markets ex-US ETF in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 53 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

2% more funds holding

Funds holding: 106108 (+2)

5% more capital invested

Capital invested by funds: $864M → $904M (+$39.7M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

1.62% less ownership

Funds ownership: 82.31%80.69% (-1.6%)

53% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 53

Holders
108
Holders Change
+2
Holders Change %
+1.89%
% of All Funds
1.45%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
10
Increased
25
Reduced
53
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KSWA
76
Kathleen S. Wright Associates
Pennsylvania
$251K -$6K -200 -2%
FAIM
77
Financial Advocates Investment Management
Washington
$250K +$3.42K +114 +1%
BWM
78
BKM Wealth Management
Wisconsin
$244K -$13.2K -439 -5%
SA
79
Sanctuary Advisors
Indiana
$220K
WIM
80
WealthPlan Investment Management
Nebraska
$219K -$26.9K -897 -11%
YWS
81
Yarger Wealth Strategies
Ohio
$207K +$201K +6,681 New
Janney Montgomery Scott
82
Janney Montgomery Scott
Pennsylvania
$203K +$197K +6,553 New
IAS
83
Insigneo Advisory Services
Florida
$201K +$195K +6,497 New
IA
84
IFP Advisors
Florida
$196K +$14.1K +470 +8%
SPIA
85
Steward Partners Investment Advisory
New York
$195K -$16.1K -535 -8%
AF
86
Advisornet Financial
Minnesota
$177K
PA
87
Parallel Advisors
California
$162K
EWM
88
Evermay Wealth Management
Virginia
$107K -$9.84K -328 -9%
HI
89
Harbour Investments
Wisconsin
$105K -$30.4K -1,012 -23%
Fidelity Investments
90
Fidelity Investments
Massachusetts
$104K +$8.67K +289 +9%
Comerica Bank
91
Comerica Bank
Texas
$100K -$2.28K -76 -2%
Carson Wealth (CWM LLC)
92
Carson Wealth (CWM LLC)
Nebraska
$92K +$71.4K +2,379 +413%
GSWM
93
Golden State Wealth Management
California
$80.6K -$25.2K -840 -24%
SWM
94
Spire Wealth Management
Virginia
$70.7K
PTC
95
Private Trust Company
Ohio
$64.6K
US Bancorp
96
US Bancorp
Minnesota
$50.6K +$49K +1,634 New
OC
97
Oakworth Capital
Alabama
$36.7K
CAM
98
Close Asset Management
United Kingdom
$36K
SS
99
Sunbelt Securities
Texas
$16.8K
GWM
100
Geneos Wealth Management
Colorado
$15.7K +$7.62K +254 New

RODM Hedge Fund Activity: Q1 2025 in Review

108 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Developed Markets ex-US ETF (RODM) for Q1 2025, worth a combined $904M — up 4.6% from $864M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new RODM positions and 7 closed out — a net gain of 3 holders — while 25 added to existing stakes and 53 trimmed.

The largest buyer was Ameriprise, adding an estimated $4.43M. The largest seller was Trilogy Capital, cutting an estimated $15.9M.

  • 108 institutional investors held Hartford Multifactor Developed Markets ex-US ETF (RODM) as of Q1 2025, up from 106 in Q4 2024.
  • Funds reported $904M of Hartford Multifactor Developed Markets ex-US ETF stock for Q1 2025, up 4.6% quarter-over-quarter.
  • 10 funds opened new Hartford Multifactor Developed Markets ex-US ETF positions in Q1 2025 and 7 closed out, a net change of +3 holders.
  • The largest Hartford Multifactor Developed Markets ex-US ETF buyer in Q1 2025 was Ameriprise, an estimated $4.43M added.
  • The largest Hartford Multifactor Developed Markets ex-US ETF seller in Q1 2025 was Trilogy Capital, an estimated $15.9M sold.

Based on aggregated 13F filings for Q1 2025.