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Hartford Multifactor Developed Markets ex-US ETF

117 hedge funds and large institutions have $1.3B invested in Hartford Multifactor Developed Markets ex-US ETF in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 54 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.39% more ownership

Funds ownership: 85.97%87.35% (+1.4%)

2% more capital invested

Capital invested by funds: $1.28B → $1.3B (+$22.9M)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

1% less funds holding

Funds holding: 118117 (-1)

8% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 13

43% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 54

Holders
117
Holders Change
-1
Holders Change %
-0.85%
% of All Funds
1.86%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
12
Increased
31
Reduced
54
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
101
Global Retirement Partners
California
$32.5K -$141K -5,357 -80%
CAM
102
Close Asset Management
United Kingdom
$30K
Carson Wealth (CWM LLC)
103
Carson Wealth (CWM LLC)
Nebraska
$28K -$9.98K -379 -26%
TAM
104
Tucker Asset Management
Colorado
$27.3K
HI
105
Hoey Investments
Pennsylvania
$24.1K
Fidelity Investments
106
Fidelity Investments
Massachusetts
$23.9K -$51.2K -1,946 -68%
CFD
107
Creative Financial Designs
Indiana
$16.3K
SS
108
Sunbelt Securities
Texas
$13.9K
ST
109
Smithfield Trust
Pennsylvania
$11K
SPIA
110
Steward Partners Investment Advisory
New York
$5.13K -$9.87K -375 -65%
FFA
111
Farther Finance Advisors
California
$4.16K
GWSG
112
GPS Wealth Strategies Group
Colorado
$3.67K +$3.77K +143 New
HGERS
113
Householder Group Estate & Retirement Specialist
Arizona
$3.41K +$3.5K +133 New
US Bancorp
114
US Bancorp
Minnesota
$3.36K -$34K -1,290 -91%
WWP
115
WR Wealth Planners
Missouri
$2.77K
MFT
116
Moisand Fitzgerald Tamayo
Florida
$1.56K +$1.61K +61 New
AssetMark Inc
117
AssetMark Inc
California
$718 +$737 +28 New
EWA
118
Encompass Wealth Advisors
Oregon
-$884K -33,584 Closed
Renaissance Technologies
119
Renaissance Technologies
New York
-$397K -15,100 Closed
Baird Financial Group
120
Baird Financial Group
Wisconsin
-$275K -10,432 Closed
GT
121
Glenview Trust
Kentucky
-$255K -9,702 Closed
SAF
122
Smith Anglin Financial
Texas
-$229K -8,684 Closed
MML Investors Services
123
MML Investors Services
Massachusetts
-$226K -8,578 Closed
OBWG
124
Onyx Bridge Wealth Group
New York
-$202K -7,658 Closed
HS
125
Horan Securities
United States
-$56K -2,129 Closed

RODM Hedge Fund Activity: Q3 2023 in Review

117 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Developed Markets ex-US ETF (RODM) for Q3 2023, worth a combined $1.3B — up 1.8% from $1.28B a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of RODM and 12 opened new positions — a net loss of 1 holder — while 54 trimmed existing stakes and 31 added.

The largest buyer was Cerity Partners, adding an estimated $36.5M. The largest seller was Rockefeller Capital Management, cutting an estimated $6.29M.

  • 117 institutional investors held Hartford Multifactor Developed Markets ex-US ETF (RODM) as of Q3 2023, down from 118 in Q2 2023.
  • Funds reported $1.3B of Hartford Multifactor Developed Markets ex-US ETF stock for Q3 2023, up 1.8% quarter-over-quarter.
  • 12 funds opened new Hartford Multifactor Developed Markets ex-US ETF positions in Q3 2023 and 13 closed out, a net change of -1 holder.
  • The largest Hartford Multifactor Developed Markets ex-US ETF buyer in Q3 2023 was Cerity Partners, an estimated $36.5M added.
  • The largest Hartford Multifactor Developed Markets ex-US ETF seller in Q3 2023 was Rockefeller Capital Management, an estimated $6.29M sold.

Based on aggregated 13F filings for Q3 2023.