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Hartford Multifactor Developed Markets ex-US ETF

42 hedge funds and large institutions have $380M invested in Hartford Multifactor Developed Markets ex-US ETF in 2018 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 16 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

467% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 3

167% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 6

82% more capital invested

Capital invested by funds: $209M → $380M (+$171M)

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

50% more funds holding

Funds holding: 2842 (+14)

0.47% less ownership

Funds ownership: 66.88%66.41% (-0.47%)

Holders
42
Holders Change
+14
Holders Change %
+50%
% of All Funds
0.96%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
17
Increased
16
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$71.1M +$55.1M +1,879,947 +300%
UBS Group
2
UBS Group
Switzerland
$45M +$20.1M +686,838 +76%
HFM
3
Hartford Funds Management
Pennsylvania
$40.2M +$41.6M +1,419,250 New
CWM
4
Cornerstone Wealth Management
Missouri
$33.5M +$26.6M +905,892 +2,569%
Bank of America
5
Bank of America
North Carolina
$29.3M +$7.12M +242,917 +31%
LS
6
Lattice Strategies
Pennsylvania
$27.8M -$2.07M -70,490 -7%
LPL Financial
7
LPL Financial
California
$20.6M +$2.39M +81,557 +13%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$19.4M +$12.5M +427,303 +166%
PA
9
Paracle Advisors
Washington
$17M +$766K +26,117 +5%
AI
10
Atria Investments
North Carolina
$11M +$11.4M +388,197 New
RJA
11
Raymond James & Associates
Florida
$8.21M +$6.93M +236,166 +443%
SPL
12
Smart Portfolios LLC
Washington
$7.53M +$7.78M +265,279 New
MIAN
13
Mariner Independent Advisor Network
Kansas
$6.55M -$30.8M -1,050,120 -82%
AG
14
Advisor Group
Arizona
$5.77M +$517K +17,639 +10%
SWM
15
Strategic Wealth Management
Washington
$5.66M +$5.85M +199,397 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$5.26M +$223K +7,598 +4%
Citigroup
17
Citigroup
New York
$4.96M +$5.13M +174,864 New
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$3.38M +$2.64M +90,165 +311%
DADC
19
D.A. Davidson & Co
Montana
$2.54M +$268K +9,136 +11%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$2.48M
BTS
21
BB&T Securities
Virginia
$2.2M +$990K +33,765 +77%
HighTower Advisors
22
HighTower Advisors
Illinois
$2.18M -$3.31K -113 -0.1%
US Bancorp
23
US Bancorp
Minnesota
$1.25M +$202K +6,902 +19%
KFGK
24
Keystone Financial Group (Kentucky)
Kentucky
$1.15M +$62.3K +2,124 +5%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$975K +$1.01M +34,368 New

RODM Hedge Fund Activity: Q2 2018 in Review

42 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Developed Markets ex-US ETF (RODM) for Q2 2018, worth a combined $380M — up 82% from $209M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new RODM positions and 3 closed out — a net gain of 14 holders — while 16 added to existing stakes and 6 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $55.1M. The largest seller was Mariner Independent Advisor Network, cutting an estimated $30.8M.

  • 42 institutional investors held Hartford Multifactor Developed Markets ex-US ETF (RODM) as of Q2 2018, up from 28 in Q1 2018.
  • Funds reported $380M of Hartford Multifactor Developed Markets ex-US ETF stock for Q2 2018, up 82% quarter-over-quarter.
  • 17 funds opened new Hartford Multifactor Developed Markets ex-US ETF positions in Q2 2018 and 3 closed out, a net change of +14 holders.
  • The largest Hartford Multifactor Developed Markets ex-US ETF buyer in Q2 2018 was Morgan Stanley, an estimated $55.1M added.
  • The largest Hartford Multifactor Developed Markets ex-US ETF seller in Q2 2018 was Mariner Independent Advisor Network, an estimated $30.8M sold.

Based on aggregated 13F filings for Q2 2018.