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Hartford Multifactor Developed Markets ex-US ETF

141 hedge funds and large institutions have $1.26B invested in Hartford Multifactor Developed Markets ex-US ETF in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 35 increasing their positions, 66 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

4% more funds holding

Funds holding: 136141 (+5)

1.35% more ownership

Funds ownership: 72.84%74.19% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

8% less capital invested

Capital invested by funds: $1.37B → $1.26B (-$106M)

47% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 66

Holders
141
Holders Change
+5
Holders Change %
+3.68%
% of All Funds
2.22%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
17
Increased
35
Reduced
66
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GSWM
101
Golden State Wealth Management
California
$269K -$6.02K -206 -2%
SSWM
102
Smith Salley Wealth Management
North Carolina
$235K
AF
103
Advisornet Financial
Minnesota
$232K -$72.1K -2,467 -24%
SWA
104
Stratos Wealth Advisors
Ohio
$225K -$32.3K -1,104 -13%
SCA
105
Stonebridge Capital Advisors
Minnesota
$215K +$216K +7,393 New
GRP
106
Global Retirement Partners
California
$212K +$225K +7,695 New
SPA
107
Sentinel Pension Advisors
Massachusetts
$205K -$6.25K -214 -3%
PPW
108
Parcion Private Wealth
Washington
$203K -$29 -1 -0%
PA
109
Parallel Advisors
California
$155K
SAM
110
Strategic Asset Management
Minnesota
$141K
HS
111
Horan Securities
United States
$138K +$7.8K +267 +6%
Carson Wealth (CWM LLC)
112
Carson Wealth (CWM LLC)
Nebraska
$129K -$228K -7,784 -64%
CF
113
Centaurus Financial
California
$109K -$36K -1,230 -25%
KTC
114
Kistler-Tiffany Companies
Pennsylvania
$88K
HWMA
115
Heritage Wealth Management (Arizona)
Arizona
$67K +$67K +2,294 New
Fidelity Investments
116
Fidelity Investments
Massachusetts
$61K -$12.8K -438 -17%
STCOSD
117
Sageworth Trust Company of South Dakota
South Dakota
$60K
PA
118
PSI Advisors
Florida
$53K -$2.22K -76 -4%
ST
119
Sageworth Trust
Pennsylvania
$48K
SWM
120
Spire Wealth Management
Virginia
$42K +$41.8K +1,429 New
CWA
121
Clearview Wealth Advisors
Oregon
$41K
CFGS
122
Concourse Financial Group Securities
Alabama
$40K
TAM
123
Tucker Asset Management
Colorado
$31.7K -$18.7K -640 -37%
HI
124
Hoey Investments
Pennsylvania
$27K
CCM
125
Cribstone Capital Management
Maine
$24K

RODM Hedge Fund Activity: Q1 2022 in Review

141 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Developed Markets ex-US ETF (RODM) for Q1 2022, worth a combined $1.26B — down 7.7% from $1.37B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new RODM positions and 9 closed out — a net gain of 8 holders — while 35 added to existing stakes and 66 trimmed.

The largest buyer was Bank of America, adding an estimated $11.7M. The largest seller was Ameriprise, cutting an estimated $39.3M.

  • 141 institutional investors held Hartford Multifactor Developed Markets ex-US ETF (RODM) as of Q1 2022, up from 136 in Q4 2021.
  • Funds reported $1.26B of Hartford Multifactor Developed Markets ex-US ETF stock for Q1 2022, down 7.7% quarter-over-quarter.
  • 17 funds opened new Hartford Multifactor Developed Markets ex-US ETF positions in Q1 2022 and 9 closed out, a net change of +8 holders.
  • The largest Hartford Multifactor Developed Markets ex-US ETF buyer in Q1 2022 was Bank of America, an estimated $11.7M added.
  • The largest Hartford Multifactor Developed Markets ex-US ETF seller in Q1 2022 was Ameriprise, an estimated $39.3M sold.

Based on aggregated 13F filings for Q1 2022.