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Hartford Multifactor Developed Markets ex-US ETF

129 hedge funds and large institutions have $1.42B invested in Hartford Multifactor Developed Markets ex-US ETF in 2021 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 41 increasing their positions, 64 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.69% less ownership

Funds ownership: 72.92%72.23% (-0.69%)

1% less capital invested

Capital invested by funds: $1.43B → $1.42B (-$12.8M)

5% less funds holding

Funds holding: 136129 (-7)

21% less funds holding in top 10

Funds holding in top 10: 1411 (-3)

35% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 17

36% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 64

Holders
129
Holders Change
-7
Holders Change %
-5.15%
% of All Funds
2.25%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.19%
New
11
Increased
41
Reduced
64
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HPC
126
HM Payson & Co
Maine
$6K +$6.24K +201 New
BWL
127
Bogart Wealth LLC
Virginia
$4K +$3.78K +122 New
Fidelity Investments
128
Fidelity Investments
Massachusetts
$2K -$13.8K -446 -89%
CCFM
129
Clear Creek Financial Management
Washington
-$2M -64,530 Closed
GWM
130
Geneos Wealth Management
Colorado
-$656K -21,562 Closed
RA
131
RFG Advisory
Alabama
-$460K -15,473 Closed
SFS
132
Sowell Financial Services
Arkansas
-$422K -13,605 Closed
CFG
133
Cooper Financial Group
California
-$362K -12,174 Closed
BCI
134
Brinker Capital Investments
Pennsylvania
-$341K -11,475 Closed
RFN
135
RDA Financial Network
Iowa
-$320K -10,760 Closed
Renaissance Technologies
136
Renaissance Technologies
New York
-$303K -10,200 Closed
JP Morgan Chase
137
JP Morgan Chase
New York
-$229K -7,727 Closed
AP
138
Advisors Preferred
Maryland
-$145K -4,841 Closed
First Manhattan
139
First Manhattan
New York
-$94K -3,190 Closed
Fifth Third Bancorp
140
Fifth Third Bancorp
Ohio
-$49K -1,636 Closed
QCG
141
Quadrant Capital Group
Ohio
-$35K -1,165 Closed
AWM
142
Avior Wealth Management
Nebraska
-$25.2K -813 -97%
PNC Financial Services Group
143
PNC Financial Services Group
Pennsylvania
-$22K -725 Closed
MF
144
Manchester Financial
California
-$21K -700 Closed
AssetMark Inc
145
AssetMark Inc
California
-$1K -43 Closed
AA
146
Ancora Advisors
Ohio
-$1K -31 Closed
FCAS
147
First Command Advisory Services
Texas
+$4.37K +141 New

RODM Hedge Fund Activity: Q2 2021 in Review

129 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Developed Markets ex-US ETF (RODM) for Q2 2021, worth a combined $1.42B — down 0.89% from $1.43B a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of RODM and 11 opened new positions — a net loss of 6 holders — while 64 trimmed existing stakes and 41 added.

The largest buyer was Coldstream Capital Management, opening a new position worth an estimated $23.9M. The largest seller was Morgan Stanley, cutting an estimated $28.1M.

  • 129 institutional investors held Hartford Multifactor Developed Markets ex-US ETF (RODM) as of Q2 2021, down from 136 in Q1 2021.
  • Funds reported $1.42B of Hartford Multifactor Developed Markets ex-US ETF stock for Q2 2021, down 0.89% quarter-over-quarter.
  • 11 funds opened new Hartford Multifactor Developed Markets ex-US ETF positions in Q2 2021 and 17 closed out, a net change of -6 holders.
  • The largest Hartford Multifactor Developed Markets ex-US ETF buyer in Q2 2021 was Coldstream Capital Management, an estimated $23.9M added.
  • The largest Hartford Multifactor Developed Markets ex-US ETF seller in Q2 2021 was Morgan Stanley, an estimated $28.1M sold.

Based on aggregated 13F filings for Q2 2021.