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Hartford Multifactor Developed Markets ex-US ETF

49 hedge funds and large institutions have $631M invested in Hartford Multifactor Developed Markets ex-US ETF in 2018 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

150% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 10

66% more capital invested

Capital invested by funds: $380M → $631M (+$252M)

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

17% more funds holding

Funds holding: 4249 (+7)

12.04% more ownership

Funds ownership: 66.41%78.46% (+12%)

Holders
49
Holders Change
+7
Holders Change %
+16.67%
% of All Funds
1.12%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.16%
New
11
Increased
25
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$147M +$74M +2,573,074 +103%
UBS Group
2
UBS Group
Switzerland
$62M +$15.9M +554,317 +35%
Bank of America
3
Bank of America
North Carolina
$42.3M +$12.3M +427,528 +41%
HFM
4
Hartford Funds Management
Pennsylvania
$41.2M
RJFSA
5
Raymond James Financial Services Advisors
Florida
$35.5M +$15.5M +539,772 +79%
CWM
6
Cornerstone Wealth Management
Missouri
$34.3M +$910K +31,626 +3%
LPL Financial
7
LPL Financial
California
$26.8M +$5.7M +198,067 +27%
LS
8
Lattice Strategies
Pennsylvania
$26.7M -$1.72M -59,700 -6%
MIAN
9
Mariner Independent Advisor Network
Kansas
$24.9M +$18.1M +630,387 +273%
WP
10
WealthPLAN Partners
Nebraska
$21M +$22.7M +788,923 New
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$20.8M +$17.2M +597,618 +502%
PA
12
Paracle Advisors
Washington
$20.6M +$3.16M +110,009 +18%
Jane Street
13
Jane Street
New York
$16.9M +$15.9M +553,702 +1,871%
Wells Fargo
14
Wells Fargo
California
$14M +$13.9M +481,801 New
AI
15
Atria Investments
North Carolina
$10.9M -$380K -13,197 -3%
BTS
16
BB&T Securities
Virginia
$10.1M +$7.82M +271,751 +350%
SPL
17
Smart Portfolios LLC
Washington
$7.73M +$44K +1,530 +0.6%
AG
18
Advisor Group
Arizona
$7.68M +$1.78M +62,012 +31%
RJA
19
Raymond James & Associates
Florida
$7.16M -$1.21M -42,065 -15%
Citigroup
20
Citigroup
New York
$6.57M +$1.49M +51,975 +30%
SWM
21
Strategic Wealth Management
Washington
$5.75M -$28.7K -997 -0.5%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$5.58M +$206K +7,168 +4%
NA
23
NewEdge Advisors
Louisiana
$3.86M +$3.83M +133,238 New
Citadel Advisors
24
Citadel Advisors
Florida
$3.72M +$3.69M +128,451 New
DADC
25
D.A. Davidson & Co
Montana
$3.04M +$445K +15,458 +17%

RODM Hedge Fund Activity: Q3 2018 in Review

49 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Developed Markets ex-US ETF (RODM) for Q3 2018, worth a combined $631M — up 66% from $380M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new RODM positions and 4 closed out — a net gain of 7 holders — while 25 added to existing stakes and 10 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $74M. The largest seller was Lattice Strategies, cutting an estimated $1.72M.

  • 49 institutional investors held Hartford Multifactor Developed Markets ex-US ETF (RODM) as of Q3 2018, up from 42 in Q2 2018.
  • Funds reported $631M of Hartford Multifactor Developed Markets ex-US ETF stock for Q3 2018, up 66% quarter-over-quarter.
  • 11 funds opened new Hartford Multifactor Developed Markets ex-US ETF positions in Q3 2018 and 4 closed out, a net change of +7 holders.
  • The largest Hartford Multifactor Developed Markets ex-US ETF buyer in Q3 2018 was Morgan Stanley, an estimated $74M added.
  • The largest Hartford Multifactor Developed Markets ex-US ETF seller in Q3 2018 was Lattice Strategies, an estimated $1.72M sold.

Based on aggregated 13F filings for Q3 2018.