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Hartford Multifactor Developed Markets ex-US ETF

143 hedge funds and large institutions have $1.47B invested in Hartford Multifactor Developed Markets ex-US ETF in 2020 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 38 increasing their positions, 67 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 15

10% more funds holding

Funds holding: 130143 (+13)

3% more capital invested

Capital invested by funds: $1.42B → $1.47B (+$47.6M)

0.34% more ownership

Funds ownership: 70.84%71.18% (+0.34%)

18% less funds holding in top 10

Funds holding in top 10: 1714 (-3)

43% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 67

Holders
143
Holders Change
+13
Holders Change %
+10%
% of All Funds
2.53%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.25%
New
30
Increased
38
Reduced
67
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FWP
101
Firethorn Wealth Partners
Georgia
$485K +$466K +17,147 New
CFD
102
Creative Financial Designs
Indiana
$443K +$82.2K +3,022 +24%
BAM
103
Belpointe Asset Management
Nevada
$434K -$595K -21,868 -59%
KTC
104
Kistler-Tiffany Companies
Pennsylvania
$433K -$267K -9,813 -39%
Bank of New York Mellon
105
Bank of New York Mellon
New York
$397K +$27 +1 +0%
SFS
106
Sowell Financial Services
Arkansas
$362K -$44.1K -1,623 -11%
AIC
107
Ameritas Investment Company
Nebraska
$351K +$43.5K +1,598 +15%
OWA
108
One Wealth Advisors
California
$347K +$334K +12,274 New
BCI
109
Brinker Capital Investments
Pennsylvania
$341K -$71.4K -2,627 -18%
WWM
110
Western Wealth Management
Colorado
$339K -$146K -5,374 -31%
CWM
111
Centric Wealth Management
Illinois
$332K -$1.33M -48,806 -81%
RFN
112
RDA Financial Network
Iowa
$310K -$389K -14,290 -57%
GLA
113
Good Life Advisors
Pennsylvania
$307K -$343K -12,604 -54%
SPA
114
Sentinel Pension Advisors
Massachusetts
$305K +$761 +28 +0.3%
BTWM
115
Baker Tilly Wealth Management
Wisconsin
$303K +$291K +10,705 New
TWM
116
Titus Wealth Management
California
$300K +$3.89K +143 +1%
SWP
117
Summit Wealth Partners
Florida
$242K -$503K -18,495 -68%
LA
118
LexAurum Advisors
Kansas
$231K -$161K -5,929 -42%
GPWA
119
Great Point Wealth Advisors
Massachusetts
$226K -$80.5K -2,961 -27%
Creative Planning
120
Creative Planning
Kansas
$220K +$211K +7,766 New
ACS
121
Archford Capital Strategies
Illinois
$201K +$187K +6,880 New
PA
122
Parallel Advisors
California
$148K
TAM
123
Tucker Asset Management
Colorado
$147K +$142K +5,210 New
Carson Wealth (CWM LLC)
124
Carson Wealth (CWM LLC)
Nebraska
$75K
PNC Financial Services Group
125
PNC Financial Services Group
Pennsylvania
$60K +$55.9K +2,057 +2,540%

RODM Hedge Fund Activity: Q4 2020 in Review

143 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Developed Markets ex-US ETF (RODM) for Q4 2020, worth a combined $1.47B — up 3.4% from $1.42B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new RODM positions and 15 closed out — a net gain of 15 holders — while 38 added to existing stakes and 67 trimmed.

The largest buyer was Cerity Partners OCIO, adding an estimated $7.4M. The largest seller was OneDigital Investment Advisors, cutting an estimated $23.2M.

  • 143 institutional investors held Hartford Multifactor Developed Markets ex-US ETF (RODM) as of Q4 2020, up from 130 in Q3 2020.
  • Funds reported $1.47B of Hartford Multifactor Developed Markets ex-US ETF stock for Q4 2020, up 3.4% quarter-over-quarter.
  • 30 funds opened new Hartford Multifactor Developed Markets ex-US ETF positions in Q4 2020 and 15 closed out, a net change of +15 holders.
  • The largest Hartford Multifactor Developed Markets ex-US ETF buyer in Q4 2020 was Cerity Partners OCIO, an estimated $7.4M added.
  • The largest Hartford Multifactor Developed Markets ex-US ETF seller in Q4 2020 was OneDigital Investment Advisors, an estimated $23.2M sold.

Based on aggregated 13F filings for Q4 2020.