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Hartford Multifactor Developed Markets ex-US ETF

24 hedge funds and large institutions have $111M invested in Hartford Multifactor Developed Markets ex-US ETF in 2017 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

225% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 4

26% more funds holding

Funds holding: 1924 (+5)

17% more capital invested

Capital invested by funds: $95M → $111M (+$16.2M)

10.53% less ownership

Funds ownership: 76.23%65.7% (-11%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
24
Holders Change
+5
Holders Change %
+26.32%
% of All Funds
0.54%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
7
Increased
13
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LS
1
Lattice Strategies
Pennsylvania
$28.5M -$4.89K -170 -0%
PA
2
Paracle Advisors
Washington
$16.1M +$403K +14,009 +3%
MIAN
3
Mariner Independent Advisor Network
Kansas
$14M -$5.2M -180,702 -27%
LPL Financial
4
LPL Financial
California
$12.8M +$1.99M +69,202 +19%
Bank of America
5
Bank of America
North Carolina
$11.2M +$5.29M +183,812 +92%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$5.76M +$134K +4,660 +2%
AG
7
Advisor Group
Arizona
$5.05M +$3.61M +125,394 +263%
UBS Group
8
UBS Group
Switzerland
$3.67M +$302K +10,480 +9%
HighTower Advisors
9
HighTower Advisors
Illinois
$2.01M +$169K +5,870 +9%
Morgan Stanley
10
Morgan Stanley
New York
$2M +$1.97M +68,424 New
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$1.86M +$757K +26,284 +70%
Citadel Advisors
12
Citadel Advisors
Florida
$1.57M +$1.55M +53,792 New
BTS
13
BB&T Securities
Virginia
$1.3M +$894K +31,055 +229%
CWM
14
Cornerstone Wealth Management
Missouri
$1.04M +$25.3K +878 +3%
RJA
15
Raymond James & Associates
Florida
$983K +$969K +33,655 New
US Bancorp
16
US Bancorp
Minnesota
$873K +$262K +9,110 +44%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$674K -$333K -11,570 -33%
FAIM
18
Financial Advocates Investment Management
Washington
$565K +$556K +19,324 New
DC
19
Davenport & Co
Virginia
$355K +$41K +1,425 +13%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$262K -$43.8K -1,522 -15%
VF
21
Virtu Financial
New York
$218K +$215K +7,479 New
CAN
22
Cetera Advisor Networks
California
$205K +$202K +7,030 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$181K +$25.9K +900 +17%
BTIS
24
BB&T Investment Services
North Carolina
$6K +$6.36K +221 New
Jane Street
25
Jane Street
New York
-$629K -22,174 Closed

RODM Hedge Fund Activity: Q4 2017 in Review

24 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Developed Markets ex-US ETF (RODM) for Q4 2017, worth a combined $111M — up 17% from $95M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new RODM positions and 2 closed out — a net gain of 5 holders — while 13 added to existing stakes and 4 trimmed.

The largest buyer was Bank of America, adding an estimated $5.29M. The largest seller was Mariner Independent Advisor Network, cutting an estimated $5.2M.

  • 24 institutional investors held Hartford Multifactor Developed Markets ex-US ETF (RODM) as of Q4 2017, up from 19 in Q3 2017.
  • Funds reported $111M of Hartford Multifactor Developed Markets ex-US ETF stock for Q4 2017, up 17% quarter-over-quarter.
  • 7 funds opened new Hartford Multifactor Developed Markets ex-US ETF positions in Q4 2017 and 2 closed out, a net change of +5 holders.
  • The largest Hartford Multifactor Developed Markets ex-US ETF buyer in Q4 2017 was Bank of America, an estimated $5.29M added.
  • The largest Hartford Multifactor Developed Markets ex-US ETF seller in Q4 2017 was Mariner Independent Advisor Network, an estimated $5.2M sold.

Based on aggregated 13F filings for Q4 2017.