Hartford Multifactor Developed Markets ex-US ETF
RODM
129 hedge funds and large institutions have $1.37B invested in Hartford Multifactor Developed Markets ex-US ETF in 2021 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 49 increasing their positions, 53 reducing their positions, and 10 closing their positions.
20% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 10
0% more funds holding
Funds holding: 129 → 129 (0)
3% less capital invested
Capital invested by funds: $1.42B → $1.37B (-$46.4M)
8% less repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 53
1.39% less ownership
Funds ownership: 72.23% → 70.84% (-1.4%)
18% less funds holding in top 10
Funds holding in top 10: 11 → 9 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$8.51M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$6.99M |
| 3 |
CPO
Cerity Partners OCIO
New York
|
+$5.96M |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$3.57M |
| 5 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$3.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OBWG
Onyx Bridge Wealth Group
Tarrytown,
New York
|
-$25.2M |
| 2 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$13.9M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$6.8M |
| 4 |
Morgan Stanley
New York
|
-$5.71M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$4.94M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFA
126
Cahill Financial Advisors
Edina,
Minnesota
| $3K | +$3.02K | +97 | New |
|
|
NFSG
127
Newbridge Financial Services Group
Boca Raton,
Florida
| $3K | +$3.14K | +101 | New |
|
128
Fidelity Investments
Boston,
Massachusetts
| $2K | -$31 | -1 | -2% |
|
129
AssetMark Inc
Concord,
California
| $1K | +$1.18K | +38 | New |
|
|
VA
130
Valmark Advisers
Akron,
Ohio
| – | -$266K | -8,657 | Closed |
|
|
BL
131
BCWM LLC
Overland Park,
Kansas
| – | -$259K | -8,443 | Closed |
|
|
HGWM
132
Horst & Graben Wealth Management
Portland,
Oregon
| – | -$214K | -6,982 | Closed |
|
|
GLA
133
Good Life Advisors
Reading,
Pennsylvania
| – | -$203K | -6,626 | Closed |
|
|
ASN
134
Advisory Services Network
Atlanta,
Georgia
| – | -$75K | -2,431 | Closed |
|
|
S
135
SignatureFD
Atlanta,
Georgia
| – | -$38K | -1,250 | Closed |
|
136
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | -$35K | -1,142 | Closed |
|
|
WP
137
WealthShield Partners
Cary,
North Carolina
| – | -$13K | -411 | Closed |
|
|
BWL
138
Bogart Wealth LLC
Mclean,
Virginia
| – | -$4K | -122 | Closed |
|
RODM Hedge Fund Activity: Q3 2021 in Review
129 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Developed Markets ex-US ETF (RODM) for Q3 2021, worth a combined $1.37B — down 3.3% from $1.42B a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new RODM positions and 10 closed out — a net gain of 2 holders — while 49 added to existing stakes and 53 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $8.51M. The largest seller was Onyx Bridge Wealth Group, cutting an estimated $25.2M.
- 129 institutional investors held Hartford Multifactor Developed Markets ex-US ETF (RODM) as of Q3 2021, unchanged from Q2 2021.
- Funds reported $1.37B of Hartford Multifactor Developed Markets ex-US ETF stock for Q3 2021, down 3.3% quarter-over-quarter.
- 12 funds opened new Hartford Multifactor Developed Markets ex-US ETF positions in Q3 2021 and 10 closed out, a net change of +2 holders.
- The largest Hartford Multifactor Developed Markets ex-US ETF buyer in Q3 2021 was Citadel Advisors, an estimated $8.51M added.
- The largest Hartford Multifactor Developed Markets ex-US ETF seller in Q3 2021 was Onyx Bridge Wealth Group, an estimated $25.2M sold.
Based on aggregated 13F filings for Q3 2021.