We are live on ! Find out more
RODM icon

Hartford Multifactor Developed Markets ex-US ETF

136 hedge funds and large institutions have $1.37B invested in Hartford Multifactor Developed Markets ex-US ETF in 2021 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 41 increasing their positions, 56 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 13

5% more funds holding

Funds holding: 129136 (+7)

2% more ownership

Funds ownership: 70.84%72.84% (+2%)

0% less capital invested

Capital invested by funds: $1.37B → $1.37B (-$2M)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

27% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 56

Holders
136
Holders Change
+7
Holders Change %
+5.43%
% of All Funds
2.09%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
23
Increased
41
Reduced
56
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
101
Stratos Wealth Advisors
Ohio
$266K -$70.3K -2,317 -21%
SPAS
102
Spectrum Planning & Advisory Services
California
$245K -$212 -7 -0.1%
SSWM
103
Smith Salley Wealth Management
North Carolina
$243K
HI
104
Harbour Investments
Wisconsin
$219K -$77.5K -2,552 -26%
MA
105
Mutual Advisors
Nebraska
$218K -$53.9K -1,776 -20%
SPA
106
Sentinel Pension Advisors
Massachusetts
$218K +$5.55K +183 +3%
PPW
107
Parcion Private Wealth
Washington
$211K
NFG
108
Next Financial Group
Texas
$203K -$4.61K -152 -2%
PA
109
Parallel Advisors
California
$158K
CF
110
Centaurus Financial
California
$149K -$14.1K -464 -9%
SAM
111
Strategic Asset Management
Minnesota
$146K -$117K -3,864 -44%
HS
112
Horan Securities
United States
$135K +$136K +4,476 New
KTC
113
Kistler-Tiffany Companies
Pennsylvania
$92K
PFGIA
114
Patriot Financial Group Insurance Agency
Massachusetts
$84K -$97.1K -3,200 -53%
CA
115
CoreCap Advisors
Michigan
$84K +$84.3K +2,778 New
Fidelity Investments
116
Fidelity Investments
Massachusetts
$76K +$75K +2,472 +4,414%
STCOSD
117
Sageworth Trust Company of South Dakota
South Dakota
$63K +$63K +2,077 New
PA
118
PSI Advisors
Florida
$58K
TAM
119
Tucker Asset Management
Colorado
$52.1K
ST
120
Sageworth Trust
Pennsylvania
$50K +$50.3K +1,656 New
FPWM
121
FSB Premier Wealth Management
Iowa
$47K +$48.3K +1,592 New
CWA
122
Clearview Wealth Advisors
Oregon
$43K -$16K -527 -27%
CFGS
123
Concourse Financial Group Securities
Alabama
$41K
Bessemer Group
124
Bessemer Group
New Jersey
$36K +$36K +1,185 New
HI
125
Hoey Investments
Pennsylvania
$28K

RODM Hedge Fund Activity: Q4 2021 in Review

136 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Developed Markets ex-US ETF (RODM) for Q4 2021, worth a combined $1.37B — down 0.15% from $1.37B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new RODM positions and 13 closed out — a net gain of 10 holders — while 41 added to existing stakes and 56 trimmed.

The largest buyer was Cerity Partners OCIO, adding an estimated $33.8M. The largest seller was Ameriprise, cutting an estimated $22.4M.

  • 136 institutional investors held Hartford Multifactor Developed Markets ex-US ETF (RODM) as of Q4 2021, up from 129 in Q3 2021.
  • Funds reported $1.37B of Hartford Multifactor Developed Markets ex-US ETF stock for Q4 2021, down 0.15% quarter-over-quarter.
  • 23 funds opened new Hartford Multifactor Developed Markets ex-US ETF positions in Q4 2021 and 13 closed out, a net change of +10 holders.
  • The largest Hartford Multifactor Developed Markets ex-US ETF buyer in Q4 2021 was Cerity Partners OCIO, an estimated $33.8M added.
  • The largest Hartford Multifactor Developed Markets ex-US ETF seller in Q4 2021 was Ameriprise, an estimated $22.4M sold.

Based on aggregated 13F filings for Q4 2021.