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Hartford Multifactor Developed Markets ex-US ETF

84 hedge funds and large institutions have $1.47B invested in Hartford Multifactor Developed Markets ex-US ETF in 2019 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 46 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 17

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

53% more capital invested

Capital invested by funds: $963M → $1.47B (+$510M)

14% more funds holding

Funds holding: 7484 (+10)

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

5.37% more ownership

Funds ownership: 71.91%77.28% (+5.4%)

Holders
84
Holders Change
+10
Holders Change %
+13.51%
% of All Funds
1.82%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.3%
New
18
Increased
46
Reduced
17
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$272M +$53.7M +1,945,716 +25%
Ameriprise
2
Ameriprise
Minnesota
$159M +$62.7M +2,275,026 +67%
Bank of America
3
Bank of America
North Carolina
$152M +$37M +1,342,668 +33%
UBS Group
4
UBS Group
Switzerland
$142M +$43M +1,559,847 +45%
AAS
5
Avantax Advisory Services
Texas
$112M +$90.5M +3,280,290 +472%
HFM
6
Hartford Funds Management
Pennsylvania
$70.8M +$30.4M +1,101,540 +78%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$67.4M +$23.3M +845,277 +55%
Wells Fargo
8
Wells Fargo
California
$47.1M +$14.2M +516,068 +45%
LPL Financial
9
LPL Financial
California
$45.2M +$9.92M +359,611 +29%
MIAN
10
Mariner Independent Advisor Network
Kansas
$39M +$9.61M +348,496 +34%
SFSG
11
Stearns Financial Services Group
North Carolina
$35.2M -$340K -12,320 -1%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$34.8M +$10.5M +379,276 +44%
LS
13
Lattice Strategies
Pennsylvania
$26.6M +$246K +8,910 +1%
WP
14
WealthPLAN Partners
Nebraska
$22.7M -$304K -11,033 -1%
PA
15
Paracle Advisors
Washington
$19.5M +$792K +28,703 +4%
BTS
16
BB&T Securities
Virginia
$14.4M -$1.02M -37,019 -7%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$12.8M +$1.8M +65,405 +17%
Citigroup
18
Citigroup
New York
$11.2M +$6.3M +228,302 +135%
CWM
19
Cranbrook Wealth Management
Michigan
$10.2M +$987K +35,793 +11%
CAN
20
Cetera Advisor Networks
California
$10.1M +$7.41M +268,544 +293%
EWM
21
Executive Wealth Management
Michigan
$9.89M +$5M +181,444 +107%
AI
22
Atria Investments
North Carolina
$9.86M +$4.98M +180,450 +107%
RJA
23
Raymond James & Associates
Florida
$9.28M +$1.71M +61,822 +23%
KIM
24
Karpus Investment Management
New York
$8.05M +$7.79M +282,375 New
PAG
25
Private Advisor Group
New Jersey
$7.64M +$891K +32,293 +14%

RODM Hedge Fund Activity: Q1 2019 in Review

84 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Developed Markets ex-US ETF (RODM) for Q1 2019, worth a combined $1.47B — up 53% from $963M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new RODM positions and 8 closed out — a net gain of 10 holders — while 46 added to existing stakes and 17 trimmed.

The largest buyer was Avantax Advisory Services, adding an estimated $90.5M. The largest seller was JP Morgan Chase, exiting entirely with an estimated $36.1M sold.

  • 84 institutional investors held Hartford Multifactor Developed Markets ex-US ETF (RODM) as of Q1 2019, up from 74 in Q4 2018.
  • Funds reported $1.47B of Hartford Multifactor Developed Markets ex-US ETF stock for Q1 2019, up 53% quarter-over-quarter.
  • 18 funds opened new Hartford Multifactor Developed Markets ex-US ETF positions in Q1 2019 and 8 closed out, a net change of +10 holders.
  • The largest Hartford Multifactor Developed Markets ex-US ETF buyer in Q1 2019 was Avantax Advisory Services, an estimated $90.5M added.
  • The largest Hartford Multifactor Developed Markets ex-US ETF seller in Q1 2019 was JP Morgan Chase, an estimated $36.1M sold.

Based on aggregated 13F filings for Q1 2019.