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Hartford Multifactor Developed Markets ex-US ETF

116 hedge funds and large institutions have $1.45B invested in Hartford Multifactor Developed Markets ex-US ETF in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 33 increasing their positions, 55 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $1.3B → $1.45B (+$153M)

7.45% more ownership

Funds ownership: 87.35%94.81% (+7.5%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

1% less funds holding

Funds holding: 117116 (-1)

40% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 55

Holders
116
Holders Change
-1
Holders Change %
-0.85%
% of All Funds
1.69%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
11
Increased
33
Reduced
55
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
101
Private Trust Company
Ohio
$53.4K
CAM
102
Close Asset Management
United Kingdom
$32K
TAM
103
Tucker Asset Management
Colorado
$29.2K
Fidelity Investments
104
Fidelity Investments
Massachusetts
$27.4K +$1.79K +69 +7%
US Bancorp
105
US Bancorp
Minnesota
$26.1K +$21.3K +820 +626%
CFD
106
Creative Financial Designs
Indiana
$17.4K
Jones Financial Companies
107
Jones Financial Companies
Missouri
$15.1K +$14.3K +550 New
SS
108
Sunbelt Securities
Texas
$14.9K
VL
109
Vima LLC
Michigan
$14.4K +$13.6K +525 New
ST
110
Smithfield Trust
Pennsylvania
$12K
AWM
111
Able Wealth Management
New Jersey
$11.9K +$11.3K +433 New
WIA
112
Wetzel Investment Advisors
Indiana
$10K +$9.36K +360 New
SPIA
113
Steward Partners Investment Advisory
New York
$5.48K
FFA
114
Farther Finance Advisors
California
$4.44K
FFO
115
Fortitude Family Office
Arizona
$3.18K +$3.02K +116 New
HGERS
116
Householder Group Estate & Retirement Specialist
Arizona
$3K
Wellington Management Group
117
Wellington Management Group
Massachusetts
-$1.3M -50,852 Closed
AAS
118
Ameritas Advisory Services
Nebraska
-$256K -10,192 Closed
CA
119
Claris Advisors
Missouri
-$225K -8,765 Closed
FPAS
120
Focus Partners Advisor Solutions
Missouri
-$225K -8,765 Closed
MA
121
Mutual Advisors
Nebraska
-$223K -8,707 Closed
KFGK
122
Keystone Financial Group (Kentucky)
Kentucky
-$210K -8,201 Closed
HI
123
Hoey Investments
Pennsylvania
-$24.1K -939 Closed
GWSG
124
GPS Wealth Strategies Group
Colorado
-$3.67K -143 Closed
WWP
125
WR Wealth Planners
Missouri
-$2.77K -108 Closed

RODM Hedge Fund Activity: Q4 2023 in Review

116 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Developed Markets ex-US ETF (RODM) for Q4 2023, worth a combined $1.45B — up 12% from $1.3B a quarter earlier.

Fund positioning in RODM was balanced in Q4 2023: 11 funds opened new positions, 11 closed out, 33 added to existing stakes and 55 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $90.3M. The largest seller was Avantax Advisory Services, cutting an estimated $22.7M.

  • 116 institutional investors held Hartford Multifactor Developed Markets ex-US ETF (RODM) as of Q4 2023, down from 117 in Q3 2023.
  • Funds reported $1.45B of Hartford Multifactor Developed Markets ex-US ETF stock for Q4 2023, up 12% quarter-over-quarter.
  • 11 funds opened new Hartford Multifactor Developed Markets ex-US ETF positions in Q4 2023 and 11 closed out, a net change of 0 holders.
  • The largest Hartford Multifactor Developed Markets ex-US ETF buyer in Q4 2023 was Morgan Stanley, an estimated $90.3M added.
  • The largest Hartford Multifactor Developed Markets ex-US ETF seller in Q4 2023 was Avantax Advisory Services, an estimated $22.7M sold.

Based on aggregated 13F filings for Q4 2023.