We are live on ! Find out more
RODM icon

Hartford Multifactor Developed Markets ex-US ETF

127 hedge funds and large institutions have $1.23B invested in Hartford Multifactor Developed Markets ex-US ETF in 2022 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 32 increasing their positions, 57 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more capital invested

Capital invested by funds: $952M → $1.23B (+$280M)

15% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 20

10.23% more ownership

Funds ownership: 76.64%86.87% (+10%)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

1% less funds holding

Funds holding: 128127 (-1)

44% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 57

Holders
127
Holders Change
-1
Holders Change %
-0.78%
% of All Funds
2.04%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
23
Increased
32
Reduced
57
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PA
101
Parallel Advisors
California
$130K
HWMA
102
Heritage Wealth Management (Arizona)
Arizona
$85.6K +$39.5K +1,656 +92%
CSWM
103
Cassady Schiller Wealth Management
Ohio
$82.2K +$79.1K +3,315 New
HS
104
Horan Securities
United States
$68.9K -$96.8K -4,054 -59%
CA
105
CoreCap Advisors
Michigan
$50.4K +$48.5K +2,033 New
Carson Wealth (CWM LLC)
106
Carson Wealth (CWM LLC)
Nebraska
$49K -$3.37K -141 -7%
OWA
107
One Wealth Advisors
California
$42.1K +$40.5K +1,699 New
CWA
108
Clearview Wealth Advisors
Oregon
$35.3K +$95 +4 +0.3%
ASN
109
Advisory Services Network
Georgia
$34.3K +$33K +1,382 New
CFGS
110
Concourse Financial Group Securities
Alabama
$33.8K
US Bancorp
111
US Bancorp
Minnesota
$29.8K
CAM
112
Close Asset Management
United Kingdom
$29K
TAM
113
Tucker Asset Management
Colorado
$27.3K
JP Morgan Chase
114
JP Morgan Chase
New York
$27K +$20.6K +864 +347%
BAM
115
Belpointe Asset Management
Nevada
$25K +$24K +1,007 New
HI
116
Hoey Investments
Pennsylvania
$23.3K
AIC
117
Archer Investment Corporation
Indiana
$19K +$18.3K +766 New
Fidelity Investments
118
Fidelity Investments
Massachusetts
$16.6K +$4.94K +207 +45%
TC
119
Truvestments Capital
Florida
$16.2K +$15.6K +654 New
CFD
120
Creative Financial Designs
Indiana
$9.57K
PTC
121
Private Trust Company
Ohio
$9K
MCC
122
Money Concepts Capital
Florida
$6.2K -$85.3K -3,574 -93%
Creative Planning
123
Creative Planning
Kansas
$3.35K -$343K -14,384 -99%
NFSG
124
Newbridge Financial Services Group
Florida
$2.8K +$191 +8 +8%
WWP
125
WR Wealth Planners
Missouri
$2.68K

RODM Hedge Fund Activity: Q4 2022 in Review

127 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Developed Markets ex-US ETF (RODM) for Q4 2022, worth a combined $1.23B — up 29% from $952M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new RODM positions and 20 closed out — a net gain of 3 holders — while 32 added to existing stakes and 57 trimmed.

The largest buyer was Avantax Advisory Services, adding an estimated $37.9M. The largest seller was Jane Street, cutting an estimated $22.6M.

  • 127 institutional investors held Hartford Multifactor Developed Markets ex-US ETF (RODM) as of Q4 2022, down from 128 in Q3 2022.
  • Funds reported $1.23B of Hartford Multifactor Developed Markets ex-US ETF stock for Q4 2022, up 29% quarter-over-quarter.
  • 23 funds opened new Hartford Multifactor Developed Markets ex-US ETF positions in Q4 2022 and 20 closed out, a net change of +3 holders.
  • The largest Hartford Multifactor Developed Markets ex-US ETF buyer in Q4 2022 was Avantax Advisory Services, an estimated $37.9M added.
  • The largest Hartford Multifactor Developed Markets ex-US ETF seller in Q4 2022 was Jane Street, an estimated $22.6M sold.

Based on aggregated 13F filings for Q4 2022.