Hartford Multifactor Developed Markets ex-US ETF
RODM
135 hedge funds and large institutions have $1.45B invested in Hartford Multifactor Developed Markets ex-US ETF in 2020 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 36 increasing their positions, 58 reducing their positions, and 14 closing their positions.
107% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 14
29% more funds holding in top 10
Funds holding in top 10: 14 → 18 (+4)
13% more funds holding
Funds holding: 120 → 135 (+15)
2% less capital invested
Capital invested by funds: $1.48B → $1.45B (-$25.2M)
3.09% less ownership
Funds ownership: 75.15% → 72.06% (-3.1%)
38% less repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 58
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWM
Executive Wealth Management
Brighton,
Michigan
|
+$8.82M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$8.79M |
| 3 |
CFG
Cooper Financial Group
Irvine,
California
|
+$8.27M |
| 4 |
SW
SlateStone Wealth
Jupiter,
Florida
|
+$6.69M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$5.91M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$92.4M |
| 2 |
Morgan Stanley
New York
|
-$55.5M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$24.2M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$14.8M |
| 5 |
LPL Financial
San Diego,
California
|
-$12.9M |
RODM Hedge Fund Activity: Q2 2020 in Review
135 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Developed Markets ex-US ETF (RODM) for Q2 2020, worth a combined $1.45B — down 1.7% from $1.48B a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new RODM positions and 14 closed out — a net gain of 15 holders — while 36 added to existing stakes and 58 trimmed.
The largest buyer was Executive Wealth Management, adding an estimated $8.82M. The largest seller was Ameriprise, cutting an estimated $92.4M.
- 135 institutional investors held Hartford Multifactor Developed Markets ex-US ETF (RODM) as of Q2 2020, up from 120 in Q1 2020.
- Funds reported $1.45B of Hartford Multifactor Developed Markets ex-US ETF stock for Q2 2020, down 1.7% quarter-over-quarter.
- 29 funds opened new Hartford Multifactor Developed Markets ex-US ETF positions in Q2 2020 and 14 closed out, a net change of +15 holders.
- The largest Hartford Multifactor Developed Markets ex-US ETF buyer in Q2 2020 was Executive Wealth Management, an estimated $8.82M added.
- The largest Hartford Multifactor Developed Markets ex-US ETF seller in Q2 2020 was Ameriprise, an estimated $92.4M sold.
Based on aggregated 13F filings for Q2 2020.