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Hartford Multifactor Developed Markets ex-US ETF

125 hedge funds and large institutions have $1.06B invested in Hartford Multifactor Developed Markets ex-US ETF in 2022 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 42 increasing their positions, 56 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

1.44% more ownership

Funds ownership: 74.19%75.63% (+1.4%)

11% less funds holding

Funds holding: 141125 (-16)

16% less capital invested

Capital invested by funds: $1.26B → $1.06B (-$200M)

25% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 56

55% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 22

Holders
125
Holders Change
-16
Holders Change %
-11.35%
% of All Funds
2.11%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.17%
New
10
Increased
42
Reduced
56
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KTC
101
Kistler-Tiffany Companies
Pennsylvania
$76K
AW
102
ACG Wealth
Georgia
$75K +$81.9K +3,000 New
HWMA
103
Heritage Wealth Management (Arizona)
Arizona
$54.7K -$2.62K -96 -4%
Carson Wealth (CWM LLC)
104
Carson Wealth (CWM LLC)
Nebraska
$53K -$63.3K -2,321 -52%
CA
105
CoreCap Advisors
Michigan
$49K +$53.6K +1,963 New
CWA
106
Clearview Wealth Advisors
Oregon
$35K +$273 +10 +0.7%
CFGS
107
Concourse Financial Group Securities
Alabama
$34K
TAM
108
Tucker Asset Management
Colorado
$27.1K
PA
109
PSI Advisors
Florida
$26K -$20.4K -748 -41%
SL
110
Savior LLC
Massachusetts
$26K +$28.6K +1,047 New
Fidelity Investments
111
Fidelity Investments
Massachusetts
$23K -$31.6K -1,159 -55%
HI
112
Hoey Investments
Pennsylvania
$23K
CCM
113
Cribstone Capital Management
Maine
$20K
CFD
114
Creative Financial Designs
Indiana
$19K
US Bancorp
115
US Bancorp
Minnesota
$17K
AF
116
Allworth Financial
California
$15K +$437 +16 +3%
SWM
117
Spire Wealth Management
Virginia
$12K -$25.7K -941 -66%
APA
118
American Portfolios Advisors
New York
$10K
PTC
119
Private Trust Company
Ohio
$9K +$10.4K +380 New
JP Morgan Chase
120
JP Morgan Chase
New York
$6K +$6.79K +249 New
NFSG
121
Newbridge Financial Services Group
Florida
$3K
WWP
122
WR Wealth Planners
Missouri
$2.69K
PFA
123
Professional Financial Advisors
Nebraska
$2K
RA
124
Rise Advisors
New York
$2K +$82 +3 +3%
SPL
125
Smart Portfolios LLC
Washington
-$964K -33,098 Closed

RODM Hedge Fund Activity: Q2 2022 in Review

125 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Developed Markets ex-US ETF (RODM) for Q2 2022, worth a combined $1.06B — down 16% from $1.26B a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of RODM and 10 opened new positions — a net loss of 12 holders — while 56 trimmed existing stakes and 42 added.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $4.44M. The largest seller was Ameriprise, cutting an estimated $15.3M.

  • 125 institutional investors held Hartford Multifactor Developed Markets ex-US ETF (RODM) as of Q2 2022, down from 141 in Q1 2022.
  • Funds reported $1.06B of Hartford Multifactor Developed Markets ex-US ETF stock for Q2 2022, down 16% quarter-over-quarter.
  • 10 funds opened new Hartford Multifactor Developed Markets ex-US ETF positions in Q2 2022 and 22 closed out, a net change of -12 holders.
  • The largest Hartford Multifactor Developed Markets ex-US ETF buyer in Q2 2022 was Raymond James Financial Services Advisors, an estimated $4.44M added.
  • The largest Hartford Multifactor Developed Markets ex-US ETF seller in Q2 2022 was Ameriprise, an estimated $15.3M sold.

Based on aggregated 13F filings for Q2 2022.