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Hartford Multifactor Developed Markets ex-US ETF

129 hedge funds and large institutions have $1.42B invested in Hartford Multifactor Developed Markets ex-US ETF in 2021 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 41 increasing their positions, 64 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.69% less ownership

Funds ownership: 72.92%72.23% (-0.69%)

1% less capital invested

Capital invested by funds: $1.43B → $1.42B (-$12.8M)

5% less funds holding

Funds holding: 136129 (-7)

21% less funds holding in top 10

Funds holding in top 10: 1411 (-3)

35% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 17

36% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 64

Holders
129
Holders Change
-7
Holders Change %
-5.15%
% of All Funds
2.25%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.19%
New
11
Increased
41
Reduced
64
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
101
Next Financial Group
Texas
$199K +$96.7K +3,116 +92%
KTC
102
Kistler-Tiffany Companies
Pennsylvania
$192K -$54.7K -1,765 -22%
CF
103
Centaurus Financial
California
$171K -$9.43K -304 -5%
PA
104
Parallel Advisors
California
$161K
HS
105
Horan Securities
United States
$152K +$1.27K +41 +0.8%
LWM
106
Liberty Wealth Management
California
$113K +$80.5K +2,594 +240%
AF
107
Advisornet Financial
Minnesota
$95K -$13.7K -441 -13%
GRP
108
Global Retirement Partners
California
$94K +$79.3K +2,555 +489%
CWA
109
Clearview Wealth Advisors
Oregon
$78K -$173K -5,584 -69%
Carson Wealth (CWM LLC)
110
Carson Wealth (CWM LLC)
Nebraska
$75K
ASN
111
Advisory Services Network
Georgia
$75K +$75.4K +2,431 New
CFD
112
Creative Financial Designs
Indiana
$65K -$17.2K -555 -21%
Barclays
113
Barclays
United Kingdom
$58K +$58.8K +1,895 New
TAM
114
Tucker Asset Management
Colorado
$53.1K -$63.4K -2,045 -54%
CFGS
115
Concourse Financial Group Securities
Alabama
$42K
S
116
SignatureFD
Georgia
$38K
Deutsche Bank
117
Deutsche Bank
Germany
$35K +$10.6K +342 +43%
HI
118
Hoey Investments
Pennsylvania
$29K
CCM
119
Cribstone Capital Management
Maine
$25K +$25.5K +821 New
AF
120
Allworth Financial
California
$18K +$341 +11 +2%
PFA
121
Professional Financial Advisors
Nebraska
$14K -$6.24K -201 -30%
WP
122
WealthShield Partners
North Carolina
$13K
APA
123
American Portfolios Advisors
New York
$12.3K +$10K +323 +409%
US Bancorp
124
US Bancorp
Minnesota
$11K
AP
125
Arlington Partners
Alabama
$6K

RODM Hedge Fund Activity: Q2 2021 in Review

129 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Developed Markets ex-US ETF (RODM) for Q2 2021, worth a combined $1.42B — down 0.89% from $1.43B a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of RODM and 11 opened new positions — a net loss of 6 holders — while 64 trimmed existing stakes and 41 added.

The largest buyer was Coldstream Capital Management, opening a new position worth an estimated $23.9M. The largest seller was Morgan Stanley, cutting an estimated $28.1M.

  • 129 institutional investors held Hartford Multifactor Developed Markets ex-US ETF (RODM) as of Q2 2021, down from 136 in Q1 2021.
  • Funds reported $1.42B of Hartford Multifactor Developed Markets ex-US ETF stock for Q2 2021, down 0.89% quarter-over-quarter.
  • 11 funds opened new Hartford Multifactor Developed Markets ex-US ETF positions in Q2 2021 and 17 closed out, a net change of -6 holders.
  • The largest Hartford Multifactor Developed Markets ex-US ETF buyer in Q2 2021 was Coldstream Capital Management, an estimated $23.9M added.
  • The largest Hartford Multifactor Developed Markets ex-US ETF seller in Q2 2021 was Morgan Stanley, an estimated $28.1M sold.

Based on aggregated 13F filings for Q2 2021.