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Hartford Multifactor Developed Markets ex-US ETF

118 hedge funds and large institutions have $1.28B invested in Hartford Multifactor Developed Markets ex-US ETF in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 36 increasing their positions, 57 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

14% more capital invested

Capital invested by funds: $1.12B → $1.28B (+$158M)

11.14% more ownership

Funds ownership: 74.83%85.97% (+11%)

5% less funds holding

Funds holding: 124118 (-6)

29% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 14

37% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 57

Holders
118
Holders Change
-6
Holders Change %
-4.84%
% of All Funds
1.85%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
10
Increased
36
Reduced
57
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HS
101
Horan Securities
United States
$56K
PTC
102
Private Trust Company
Ohio
$51.2K +$9.57K +358 +23%
WIM
103
WealthPlan Investment Management
Nebraska
$46.1K -$138K -5,170 -75%
Carson Wealth (CWM LLC)
104
Carson Wealth (CWM LLC)
Nebraska
$39K +$241 +9 +0.6%
US Bancorp
105
US Bancorp
Minnesota
$37.4K +$5.83K +218 +18%
LC
106
Lindbrook Capital
California
$37K
CAM
107
Close Asset Management
United Kingdom
$31K
TAM
108
Tucker Asset Management
Colorado
$28K -$668 -25 -2%
CWA
109
Clearview Wealth Advisors
Oregon
$26.6K -$8.45K -316 -24%
HI
110
Hoey Investments
Pennsylvania
$24.7K
CFD
111
Creative Financial Designs
Indiana
$16.7K +$14.8K +552 +673%
SPIA
112
Steward Partners Investment Advisory
New York
$15.1K -$7.49K -280 -33%
SS
113
Sunbelt Securities
Texas
$14.3K +$14.5K +543 New
ST
114
Smithfield Trust
Pennsylvania
$11K +$12.1K +451 New
AIP
115
Ameritas Investment Partners
Nebraska
$10.8K +$11K +410 New
FFA
116
Farther Finance Advisors
California
$4.26K +$4.33K +162 New
WWP
117
WR Wealth Planners
Missouri
$2.84K
PA
118
PSI Advisors
Florida
$1.87K -$1.87K -70 -50%
OMC
119
Old Mission Capital
Illinois
-$7.35M -279,270 Closed
Susquehanna International Group
120
Susquehanna International Group
Pennsylvania
-$865K -32,854 Closed
FTUS
121
Flow Traders U.S.
New York
-$839K -31,847 Closed
Goldman Sachs
122
Goldman Sachs
New York
-$721K -27,401 Closed
Citadel Advisors
123
Citadel Advisors
Florida
-$590K -22,407 Closed
Mercer Global Advisors
124
Mercer Global Advisors
Colorado
-$367K -13,935 Closed
CWM
125
Congress Wealth Management
Massachusetts
-$268K -10,176 Closed

RODM Hedge Fund Activity: Q2 2023 in Review

118 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Developed Markets ex-US ETF (RODM) for Q2 2023, worth a combined $1.28B — up 14% from $1.12B a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of RODM and 10 opened new positions — a net loss of 4 holders — while 57 trimmed existing stakes and 36 added.

The largest buyer was Cerity Partners, opening a new position worth an estimated $181M. The largest seller was Jane Street, cutting an estimated $18.4M.

  • 118 institutional investors held Hartford Multifactor Developed Markets ex-US ETF (RODM) as of Q2 2023, down from 124 in Q1 2023.
  • Funds reported $1.28B of Hartford Multifactor Developed Markets ex-US ETF stock for Q2 2023, up 14% quarter-over-quarter.
  • 10 funds opened new Hartford Multifactor Developed Markets ex-US ETF positions in Q2 2023 and 14 closed out, a net change of -4 holders.
  • The largest Hartford Multifactor Developed Markets ex-US ETF buyer in Q2 2023 was Cerity Partners, an estimated $181M added.
  • The largest Hartford Multifactor Developed Markets ex-US ETF seller in Q2 2023 was Jane Street, an estimated $18.4M sold.

Based on aggregated 13F filings for Q2 2023.