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Hartford Multifactor Developed Markets ex-US ETF

128 hedge funds and large institutions have $952M invested in Hartford Multifactor Developed Markets ex-US ETF in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 58 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

2% more funds holding

Funds holding: 125128 (+3)

1.01% more ownership

Funds ownership: 75.63%76.64% (+1%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

11% less capital invested

Capital invested by funds: $1.06B → $952M (-$113M)

40% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 58

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $4K

Holders
128
Holders Change
+3
Holders Change %
+2.4%
% of All Funds
2.2%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.16%
New
14
Increased
35
Reduced
58
Closed
8
Calls
Puts
$4K
Net Calls
-$4K
Net Calls Change
-$4K
Name Holding Trade Value Shares
Change
Change in
Stake
KTC
101
Kistler-Tiffany Companies
Pennsylvania
$66K
OPW
102
Oxler Private Wealth
New York
$48.1K +$12.2K +500 New
Carson Wealth (CWM LLC)
103
Carson Wealth (CWM LLC)
Nebraska
$46K
HWMA
104
Heritage Wealth Management (Arizona)
Arizona
$39K -$9.79K -400 -18%
CWA
105
Clearview Wealth Advisors
Oregon
$31K
CFGS
106
Concourse Financial Group Securities
Alabama
$30K
US Bancorp
107
US Bancorp
Minnesota
$26K +$12.7K +520 +76%
CAM
108
Close Asset Management
United Kingdom
$25K +$28.6K +1,170 New
TAM
109
Tucker Asset Management
Colorado
$24.9K
SL
110
Savior LLC
Massachusetts
$22K -$1.15K -47 -4%
HI
111
Hoey Investments
Pennsylvania
$20K
PA
112
PSI Advisors
Florida
$18K -$5.68K -232 -22%
AF
113
Allworth Financial
California
$13K
Fidelity Investments
114
Fidelity Investments
Massachusetts
$11K -$11.5K -468 -50%
WWMSC
115
Wagner Wealth Management (South Carolina)
South Carolina
$10K +$11K +448 New
CFD
116
Creative Financial Designs
Indiana
$8K -$8.91K -364 -49%
PTC
117
Private Trust Company
Ohio
$8K
APA
118
American Portfolios Advisors
New York
$5.07K -$4.14K -169 -42%
JP Morgan Chase
119
JP Morgan Chase
New York
$5K
WWP
120
WR Wealth Planners
Missouri
$2.35K
PFA
121
Professional Financial Advisors
Nebraska
$2K
RA
122
Rise Advisors
New York
$2K
NFSG
123
Newbridge Financial Services Group
Florida
$2K +$98 +4 +4%
HGERS
124
Householder Group Estate & Retirement Specialist
Arizona
$2K +$3.26K +133 New
LTI
125
Laffer Tengler Investments
Tennessee
$1.7K +$1.91K +78 New

RODM Hedge Fund Activity: Q3 2022 in Review

128 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Developed Markets ex-US ETF (RODM) for Q3 2022, worth a combined $952M — down 11% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new RODM positions and 8 closed out — a net gain of 6 holders — while 35 added to existing stakes and 58 trimmed.

The largest buyer was Jane Street, adding an estimated $50.1M. The largest seller was Morgan Stanley, cutting an estimated $22.7M.

  • 128 institutional investors held Hartford Multifactor Developed Markets ex-US ETF (RODM) as of Q3 2022, up from 125 in Q2 2022.
  • Funds reported $952M of Hartford Multifactor Developed Markets ex-US ETF stock for Q3 2022, down 11% quarter-over-quarter.
  • 14 funds opened new Hartford Multifactor Developed Markets ex-US ETF positions in Q3 2022 and 8 closed out, a net change of +6 holders.
  • The largest Hartford Multifactor Developed Markets ex-US ETF buyer in Q3 2022 was Jane Street, an estimated $50.1M added.
  • The largest Hartford Multifactor Developed Markets ex-US ETF seller in Q3 2022 was Morgan Stanley, an estimated $22.7M sold.

Based on aggregated 13F filings for Q3 2022.