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Hartford Multifactor Developed Markets ex-US ETF
RODM

130 hedge funds and large institutions have $1.42B invested in Hartford Multifactor Developed Markets ex-US ETF in 2020 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 53 increasing their positions, 45 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 45

2% less capital invested

Capital invested by funds: $1.45B → $1.42B (-$32M)

1.21% less ownership

Funds ownership: 72.06% → 70.84% (-1.2%)

4% less funds holding

Funds holding: 135 → 130 (-5)

6% less funds holding in top 10

Funds holding in top 10: 18 → 17 (-1)

24% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 21

Holders
130
Holders Change
-5
Holders Change %
-3.7%
% of All Funds
2.62%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.34%
New
16
Increased
53
Reduced
45
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AAS
Avantax Advisory Services
Texas
+$14.1M
2
OIA
OneDigital Investment Advisors
Kansas
+$5.87M
3
CPO
Cerity Partners OCIO
New York
+$4.36M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$4.03M
5
Osaic Holdings
Osaic Holdings
Arizona
+$2.79M

Top Sellers

Rank Fund Capital Flow
1
SFSG
Stearns Financial Services Group
North Carolina
-$24.6M
2
Ameriprise
Ameriprise
Minnesota
-$18M
3
Stifel Financial
Stifel Financial
Missouri
-$17.8M
4
Morgan Stanley
Morgan Stanley
New York
-$16.3M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$9.93M
Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
101
Western Wealth Management
Colorado
$449K -$279K -10,800 -38%
Renaissance Technologies
102
Renaissance Technologies
New York
$417K +$416K +16,100 New
BCI
103
Brinker Capital Investments
Pennsylvania
$379K -$9.87K -382 -3%
SFS
104
Sowell Financial Services
Arkansas
$373K -$38.9K -1,505 -9%
LA
105
LexAurum Advisors
Kansas
$364K +$364K +14,077 New
Bank of New York Mellon
106
Bank of New York Mellon
New York
$363K +$362K +14,020 New
HS
107
Horan Securities
United States
$338K +$338K +13,079 New
CFD
108
Creative Financial Designs
Indiana
$327K +$238K +9,193 +269%
SPA
109
Sentinel Pension Advisors
Massachusetts
$278K +$3.75K +145 +1%
TWM
110
Titus Wealth Management
California
$271K – – –
AIC
111
Ameritas Investment Company
Nebraska
$269K – – –
GPWA
112
Great Point Wealth Advisors
Massachusetts
$269K – – –
TCA
113
Transcend Capital Advisors
New Jersey
$234K +$234K +9,051 New
BFA
114
Beacon Financial Advisory
Ohio
$233K +$233K +9,015 New
MWM
115
Merriman Wealth Management
Washington
$215K +$215K +8,301 New
HCA
116
Horan Capital Advisors
Ohio
$154K +$154K +5,941 New
PA
117
Parallel Advisors
California
$136K – – –
FHA
118
Flagship Harbor Advisors
Massachusetts
$108K – – –
Deutsche Bank
119
Deutsche Bank
Germany
$96K +$79K +3,059 +479%
Carson Wealth (CWM LLC)
120
Carson Wealth (CWM LLC)
Nebraska
$75K – – –
Fifth Third Bancorp
121
Fifth Third Bancorp
Ohio
$42K – – –
CFGS
122
Concourse Financial Group Securities
Alabama
$35K – – –
S
123
SignatureFD
Georgia
$32K – – –
LWM
124
Liberty Wealth Management
California
$24K +$24.2K +938 New
NFG
125
Next Financial Group
Texas
$22K +$21.5K +833 New
3 4
5
6 7

RODM Hedge Fund Activity: Q3 2020 in Review

130 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Developed Markets ex-US ETF (RODM) for Q3 2020, worth a combined $1.42B — down 2.2% from $1.45B a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of RODM and 16 opened new positions — a net loss of 5 holders — while 45 trimmed existing stakes and 53 added.

The largest buyer was Avantax Advisory Services, adding an estimated $14.1M. The largest seller was Stearns Financial Services Group, cutting an estimated $24.6M.

  • 130 institutional investors held Hartford Multifactor Developed Markets ex-US ETF (RODM) as of Q3 2020, down from 135 in Q2 2020.
  • Funds reported $1.42B of Hartford Multifactor Developed Markets ex-US ETF stock for Q3 2020, down 2.2% quarter-over-quarter.
  • 16 funds opened new Hartford Multifactor Developed Markets ex-US ETF positions in Q3 2020 and 21 closed out, a net change of -5 holders.
  • The largest Hartford Multifactor Developed Markets ex-US ETF buyer in Q3 2020 was Avantax Advisory Services, an estimated $14.1M added.
  • The largest Hartford Multifactor Developed Markets ex-US ETF seller in Q3 2020 was Stearns Financial Services Group, an estimated $24.6M sold.

Based on aggregated 13F filings for Q3 2020.