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Hartford Multifactor Developed Markets ex-US ETF

129 hedge funds and large institutions have $1.37B invested in Hartford Multifactor Developed Markets ex-US ETF in 2021 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 49 increasing their positions, 53 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

0% more funds holding

Funds holding: 129129 (0)

3% less capital invested

Capital invested by funds: $1.42B → $1.37B (-$46.4M)

8% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 53

1.39% less ownership

Funds ownership: 72.23%70.84% (-1.4%)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

Holders
129
Holders Change
Holders Change %
0%
% of All Funds
2.26%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.16%
New
12
Increased
49
Reduced
53
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PPW
101
Parcion Private Wealth
Washington
$214K -$54.9K -1,763 -20%
SPA
102
Sentinel Pension Advisors
Massachusetts
$212K +$1.28K +41 +0.6%
NFG
103
Next Financial Group
Texas
$208K +$13.2K +424 +7%
PFGIA
104
Patriot Financial Group Insurance Agency
Massachusetts
$181K -$29.6K -951 -14%
HWMA
105
Heritage Wealth Management (Arizona)
Arizona
$165K -$105K -3,362 -38%
CF
106
Centaurus Financial
California
$163K -$4.42K -142 -3%
PA
107
Parallel Advisors
California
$158K
LWM
108
Liberty Wealth Management
California
$118K +$7.72K +248 +7%
GRP
109
Global Retirement Partners
California
$100K +$7.84K +252 +8%
KTC
110
Kistler-Tiffany Companies
Pennsylvania
$91K -$100K -3,215 -51%
CWA
111
Clearview Wealth Advisors
Oregon
$58K -$18.9K -608 -24%
PA
112
PSI Advisors
Florida
$58K +$59.2K +1,901 New
TAM
113
Tucker Asset Management
Colorado
$53.1K
CFGS
114
Concourse Financial Group Securities
Alabama
$41K
HI
115
Hoey Investments
Pennsylvania
$28K
CCM
116
Cribstone Capital Management
Maine
$25K
CFD
117
Creative Financial Designs
Indiana
$23K -$43K -1,382 -65%
AF
118
Allworth Financial
California
$17K
PFA
119
Professional Financial Advisors
Nebraska
$14K +$218 +7 +2%
SBL
120
Sargent Bickham Lagudis
Colorado
$14K +$14.6K +470 New
BFC
121
Bedel Financial Consulting
Indiana
$13K +$13.2K +423 New
APA
122
American Portfolios Advisors
New York
$12.1K
US Bancorp
123
US Bancorp
Minnesota
$6K -$5.57K -179 -49%
AP
124
Arlington Partners
Alabama
$6K
HPC
125
HM Payson & Co
Maine
$6K

RODM Hedge Fund Activity: Q3 2021 in Review

129 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Developed Markets ex-US ETF (RODM) for Q3 2021, worth a combined $1.37B — down 3.3% from $1.42B a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new RODM positions and 10 closed out — a net gain of 2 holders — while 49 added to existing stakes and 53 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $8.51M. The largest seller was Onyx Bridge Wealth Group, cutting an estimated $25.2M.

  • 129 institutional investors held Hartford Multifactor Developed Markets ex-US ETF (RODM) as of Q3 2021, unchanged from Q2 2021.
  • Funds reported $1.37B of Hartford Multifactor Developed Markets ex-US ETF stock for Q3 2021, down 3.3% quarter-over-quarter.
  • 12 funds opened new Hartford Multifactor Developed Markets ex-US ETF positions in Q3 2021 and 10 closed out, a net change of +2 holders.
  • The largest Hartford Multifactor Developed Markets ex-US ETF buyer in Q3 2021 was Citadel Advisors, an estimated $8.51M added.
  • The largest Hartford Multifactor Developed Markets ex-US ETF seller in Q3 2021 was Onyx Bridge Wealth Group, an estimated $25.2M sold.

Based on aggregated 13F filings for Q3 2021.