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Hartford Multifactor Developed Markets ex-US ETF

28 hedge funds and large institutions have $209M invested in Hartford Multifactor Developed Markets ex-US ETF in 2018 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 2 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 2

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

88% more capital invested

Capital invested by funds: $111M → $209M (+$97.6M)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

17% more funds holding

Funds holding: 2428 (+4)

1.19% more ownership

Funds ownership: 65.7%66.88% (+1.2%)

Holders
28
Holders Change
+4
Holders Change %
+16.67%
% of All Funds
0.64%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
8
Increased
18
Reduced
2
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MIAN
1
Mariner Independent Advisor Network
Kansas
$37.4M +$23.7M +800,628 +167%
LS
2
Lattice Strategies
Pennsylvania
$30.4M +$2.12M +71,700 +7%
UBS Group
3
UBS Group
Switzerland
$26.3M +$22.9M +773,107 +616%
Bank of America
4
Bank of America
North Carolina
$23M +$12M +405,311 +106%
LPL Financial
5
LPL Financial
California
$18.8M +$6.09M +205,773 +47%
Morgan Stanley
6
Morgan Stanley
New York
$18.3M +$16.5M +558,700 +817%
PA
7
Paracle Advisors
Washington
$16.8M +$711K +24,050 +4%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$7.52M +$1.78M +60,129 +30%
AG
9
Advisor Group
Arizona
$5.42M +$370K +12,524 +7%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$5.19M +$5.07M +171,559 +2,765%
Jane Street
11
Jane Street
New York
$3.14M +$3.18M +107,548 New
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$2.48M +$623K +21,056 +33%
DADC
13
D.A. Davidson & Co
Montana
$2.35M +$2.38M +80,321 New
HighTower Advisors
14
HighTower Advisors
Illinois
$2.25M +$235K +7,944 +12%
RJA
15
Raymond James & Associates
Florida
$1.56M +$580K +19,602 +58%
BTS
16
BB&T Securities
Virginia
$1.28M -$19.7K -667 -1%
KFGK
17
Keystone Financial Group (Kentucky)
Kentucky
$1.12M +$1.14M +38,680 New
US Bancorp
18
US Bancorp
Minnesota
$1.08M +$210K +7,101 +24%
CWM
19
Cornerstone Wealth Management
Missouri
$1.02M +$3.96K +134 +0.4%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$846K +$592K +20,012 +223%
FAIM
21
Financial Advocates Investment Management
Washington
$609K +$44.6K +1,507 +8%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$602K +$609K +20,589 New
DC
23
Davenport & Co
Virginia
$471K +$117K +3,960 +33%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$370K -$308K -10,422 -45%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$223K +$225K +7,615 New

RODM Hedge Fund Activity: Q1 2018 in Review

28 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Developed Markets ex-US ETF (RODM) for Q1 2018, worth a combined $209M — up 88% from $111M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new RODM positions and 3 closed out — a net gain of 5 holders — while 18 added to existing stakes and 2 trimmed.

The largest buyer was Mariner Independent Advisor Network, adding an estimated $23.7M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.57M sold.

  • 28 institutional investors held Hartford Multifactor Developed Markets ex-US ETF (RODM) as of Q1 2018, up from 24 in Q4 2017.
  • Funds reported $209M of Hartford Multifactor Developed Markets ex-US ETF stock for Q1 2018, up 88% quarter-over-quarter.
  • 8 funds opened new Hartford Multifactor Developed Markets ex-US ETF positions in Q1 2018 and 3 closed out, a net change of +5 holders.
  • The largest Hartford Multifactor Developed Markets ex-US ETF buyer in Q1 2018 was Mariner Independent Advisor Network, an estimated $23.7M added.
  • The largest Hartford Multifactor Developed Markets ex-US ETF seller in Q1 2018 was Citadel Advisors, an estimated $1.57M sold.

Based on aggregated 13F filings for Q1 2018.