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Hartford Multifactor Developed Markets ex-US ETF

124 hedge funds and large institutions have $1.12B invested in Hartford Multifactor Developed Markets ex-US ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 37 increasing their positions, 59 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 12

2% less funds holding

Funds holding: 127124 (-3)

9% less capital invested

Capital invested by funds: $1.23B → $1.12B (-$113M)

12.04% less ownership

Funds ownership: 86.87%74.83% (-12%)

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

37% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 59

Holders
124
Holders Change
-3
Holders Change %
-2.36%
% of All Funds
1.98%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.1%
New
13
Increased
37
Reduced
59
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
101
Stonebridge Capital Advisors
Minnesota
$62.7K +$61.9K +2,381 New
Fidelity Investments
102
Fidelity Investments
Massachusetts
$61.6K +$43.4K +1,669 +249%
SWM
103
Spire Wealth Management
Virginia
$60K +$59.2K +2,280 New
HS
104
Horan Securities
United States
$56.1K -$16.9K -650 -23%
ASN
105
Advisory Services Network
Georgia
$44.8K +$8.26K +318 +23%
JP Morgan Chase
106
JP Morgan Chase
New York
$43.2K +$13.7K +527 +47%
PTC
107
Private Trust Company
Ohio
$41.8K +$31.4K +1,208 +318%
Carson Wealth (CWM LLC)
108
Carson Wealth (CWM LLC)
Nebraska
$38K -$13.3K -513 -26%
LC
109
Lindbrook Capital
California
$37K +$36.5K +1,407 New
CWA
110
Clearview Wealth Advisors
Oregon
$35K -$2.52K -97 -7%
US Bancorp
111
US Bancorp
Minnesota
$31.7K
CAM
112
Close Asset Management
United Kingdom
$31K
TAM
113
Tucker Asset Management
Colorado
$28.7K
BAM
114
Belpointe Asset Management
Nevada
$26.5K
HI
115
Hoey Investments
Pennsylvania
$24.7K
SPIA
116
Steward Partners Investment Advisory
New York
$22.5K +$22.2K +855 New
CFGS
117
Concourse Financial Group Securities
Alabama
$20.8K -$14.9K -575 -42%
Commonwealth Equity Services
118
Commonwealth Equity Services
Massachusetts
$4.58K -$120K -4,606 -3%
HGERS
119
Householder Group Estate & Retirement Specialist
Arizona
$4K +$3.46K +133 New
PA
120
PSI Advisors
Florida
$3.71K +$3.66K +141 New
NFSG
121
Newbridge Financial Services Group
Florida
$2.98K
WWP
122
WR Wealth Planners
Missouri
$2.84K
RA
123
Rise Advisors
New York
$2.38K
CFD
124
Creative Financial Designs
Indiana
$2.16K -$7.9K -304 -79%
EAM
125
Empirical Asset Management
Massachusetts
-$1.03M -41,695 Closed

RODM Hedge Fund Activity: Q1 2023 in Review

124 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Developed Markets ex-US ETF (RODM) for Q1 2023, worth a combined $1.12B — down 9.1% from $1.23B a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new RODM positions and 12 closed out — a net gain of 1 holder — while 37 added to existing stakes and 59 trimmed.

The largest buyer was UBS Group, adding an estimated $19.6M. The largest seller was Jane Street, cutting an estimated $13.8M.

  • 124 institutional investors held Hartford Multifactor Developed Markets ex-US ETF (RODM) as of Q1 2023, down from 127 in Q4 2022.
  • Funds reported $1.12B of Hartford Multifactor Developed Markets ex-US ETF stock for Q1 2023, down 9.1% quarter-over-quarter.
  • 13 funds opened new Hartford Multifactor Developed Markets ex-US ETF positions in Q1 2023 and 12 closed out, a net change of +1 holder.
  • The largest Hartford Multifactor Developed Markets ex-US ETF buyer in Q1 2023 was UBS Group, an estimated $19.6M added.
  • The largest Hartford Multifactor Developed Markets ex-US ETF seller in Q1 2023 was Jane Street, an estimated $13.8M sold.

Based on aggregated 13F filings for Q1 2023.