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Hartford Multifactor Developed Markets ex-US ETF

74 hedge funds and large institutions have $963M invested in Hartford Multifactor Developed Markets ex-US ETF in 2018 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 27 increasing their positions, 15 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,300% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 2

86% more funds holding in top 10

Funds holding in top 10: 713 (+6)

80% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 15

53% more capital invested

Capital invested by funds: $631M → $963M (+$332M)

51% more funds holding

Funds holding: 4974 (+25)

6.54% less ownership

Funds ownership: 78.46%71.91% (-6.5%)

Holders
74
Holders Change
+25
Holders Change %
+51.02%
% of All Funds
1.65%
Holding in Top 10
13
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+85.71%
% of All Funds
0.29%
New
28
Increased
27
Reduced
15
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$199M +$70.8M +2,621,779 +52%
Bank of America
2
Bank of America
North Carolina
$104M +$69.8M +2,586,389 +177%
UBS Group
3
UBS Group
Switzerland
$90.3M +$36.7M +1,358,775 +63%
Ameriprise
4
Ameriprise
Minnesota
$87.4M +$89.3M +3,306,027 +4,093%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$40M +$8.75M +324,190 +26%
HFM
6
Hartford Funds Management
Pennsylvania
$36.6M
JP Morgan Chase
7
JP Morgan Chase
New York
$36.1M +$37.8M +1,400,000 New
SFSG
8
Stearns Financial Services Group
North Carolina
$32.6M +$34.1M +1,262,104 New
LPL Financial
9
LPL Financial
California
$32.1M +$8.64M +320,143 +35%
Wells Fargo
10
Wells Fargo
California
$29.8M +$18.2M +674,151 +140%
MIAN
11
Mariner Independent Advisor Network
Kansas
$27.3M +$4.48M +165,792 +19%
LS
12
Lattice Strategies
Pennsylvania
$24.2M +$456K +16,880 +2%
WP
13
WealthPLAN Partners
Nebraska
$23.1M +$1.09M +40,519 +5%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$22M +$3.71M +137,564 +19%
AAS
15
Avantax Advisory Services
Texas
$17.7M +$18.8M +694,538 New
PA
16
Paracle Advisors
Washington
$17.1M -$1.26M -46,598 -7%
BTS
17
BB&T Securities
Virginia
$14.1M +$5.36M +198,461 +57%
Citadel Advisors
18
Citadel Advisors
Florida
$10.5M +$7.49M +277,312 +216%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$10M +$5.31M +196,585 +102%
CWM
20
Cranbrook Wealth Management
Michigan
$8.4M +$8.8M +325,738 New
AG
21
Advisor Group
Arizona
$7.2M +$375K +13,882 +5%
RJA
22
Raymond James & Associates
Florida
$6.9M +$544K +20,154 +8%
SPL
23
Smart Portfolios LLC
Washington
$6.87M -$10.9K -402 -0.2%
PAG
24
Private Advisor Group
New Jersey
$6.17M +$4.48M +165,855 +227%
GLA
25
Good Life Advisors
Pennsylvania
$6M +$3.62M +133,911 +136%

RODM Hedge Fund Activity: Q4 2018 in Review

74 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Developed Markets ex-US ETF (RODM) for Q4 2018, worth a combined $963M — up 53% from $631M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new RODM positions and 2 closed out — a net gain of 26 holders — while 27 added to existing stakes and 15 trimmed.

The largest buyer was Ameriprise, adding an estimated $89.3M. The largest seller was Cornerstone Wealth Management, cutting an estimated $24.5M.

  • 74 institutional investors held Hartford Multifactor Developed Markets ex-US ETF (RODM) as of Q4 2018, up from 49 in Q3 2018.
  • Funds reported $963M of Hartford Multifactor Developed Markets ex-US ETF stock for Q4 2018, up 53% quarter-over-quarter.
  • 28 funds opened new Hartford Multifactor Developed Markets ex-US ETF positions in Q4 2018 and 2 closed out, a net change of +26 holders.
  • The largest Hartford Multifactor Developed Markets ex-US ETF buyer in Q4 2018 was Ameriprise, an estimated $89.3M added.
  • The largest Hartford Multifactor Developed Markets ex-US ETF seller in Q4 2018 was Cornerstone Wealth Management, an estimated $24.5M sold.

Based on aggregated 13F filings for Q4 2018.