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Hartford Multifactor Developed Markets ex-US ETF
RODM

98 hedge funds and large institutions have $1.72B invested in Hartford Multifactor Developed Markets ex-US ETF in 2019 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 58 increasing their positions, 18 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,500% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 1

222% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 18

17% more funds holding

Funds holding: 84 → 98 (+14)

17% more capital invested

Capital invested by funds: $1.47B → $1.72B (+$245M)

7% more funds holding in top 10

Funds holding in top 10: 14 → 15 (+1)

0.58% less ownership

Funds ownership: 77.28% → 76.7% (-0.58%)

Holders
98
Holders Change
+14
Holders Change %
+16.67%
% of All Funds
2.13%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.33%
New
16
Increased
58
Reduced
18
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$47.6M
2
BCI
Brinker Capital Investments
Pennsylvania
+$29.5M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$28.8M
4
OIA
OneDigital Investment Advisors
Kansas
+$28.4M
5
Bank of America
Bank of America
North Carolina
+$22.2M

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$6.39M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$3.14M
3
ACA
Aptus Capital Advisors
Alabama
-$2.14M
4
WP
WealthPLAN Partners
Nebraska
-$1.82M
5
SWAG
Spectrum Wealth Advisory Group
California
-$808K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$284M +$12.4M +439,524 +5%
Ameriprise
2
Ameriprise
Minnesota
$207M +$47.6M +1,689,636 +30%
Bank of America
3
Bank of America
North Carolina
$174M +$22.2M +789,187 +15%
UBS Group
4
UBS Group
Switzerland
$158M +$15.5M +550,174 +11%
AAS
5
Avantax Advisory Services
Texas
$121M +$9.45M +335,377 +8%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$96.2M +$28.8M +1,022,575 +43%
HFM
7
Hartford Funds Management
Pennsylvania
$71M – – –
Wells Fargo
8
Wells Fargo
California
$57.7M +$10.6M +377,544 +23%
LPL Financial
9
LPL Financial
California
$56.4M +$11.2M +399,197 +25%
MIAN
10
Mariner Independent Advisor Network
Kansas
$40.4M +$1.58M +56,048 +4%
SFSG
11
Stearns Financial Services Group
North Carolina
$36.1M +$956K +33,917 +3%
OIA
12
OneDigital Investment Advisors
Kansas
$30.4M +$28.4M +1,006,820 +1,397%
BCI
13
Brinker Capital Investments
Pennsylvania
$30M +$29.5M +1,045,962 +5,316%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$28.4M -$6.39M -226,671 -18%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$23.5M +$10.7M +379,281 +83%
PA
16
Paracle Advisors
Washington
$20.6M +$1.11M +39,451 +6%
WP
17
WealthPLAN Partners
Nebraska
$20.5M -$1.82M -64,460 -8%
BTS
18
BB&T Securities
Virginia
$15.6M +$1.24M +43,929 +9%
RJA
19
Raymond James & Associates
Florida
$14.3M +$5.06M +179,421 +54%
Citigroup
20
Citigroup
New York
$12.7M +$1.54M +54,628 +14%
AI
21
Atria Investments
North Carolina
$11.8M +$2.62M +92,884 +27%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$11.3M +$8.09M +287,185 +252%
CWM
23
Cranbrook Wealth Management
Michigan
$10.9M +$758K +26,903 +7%
EWM
24
Executive Wealth Management
Michigan
$10.2M +$313K +11,115 +3%
KIM
25
Karpus Investment Management
New York
$9.98M +$2.03M +71,951 +25%
1
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RODM Hedge Fund Activity: Q2 2019 in Review

98 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Developed Markets ex-US ETF (RODM) for Q2 2019, worth a combined $1.72B — up 17% from $1.47B a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new RODM positions and 1 closed out — a net gain of 15 holders — while 58 added to existing stakes and 18 trimmed.

The largest buyer was Ameriprise, adding an estimated $47.6M. The largest seller was Commonwealth Equity Services, cutting an estimated $6.39M.

  • 98 institutional investors held Hartford Multifactor Developed Markets ex-US ETF (RODM) as of Q2 2019, up from 84 in Q1 2019.
  • Funds reported $1.72B of Hartford Multifactor Developed Markets ex-US ETF stock for Q2 2019, up 17% quarter-over-quarter.
  • 16 funds opened new Hartford Multifactor Developed Markets ex-US ETF positions in Q2 2019 and 1 closed out, a net change of +15 holders.
  • The largest Hartford Multifactor Developed Markets ex-US ETF buyer in Q2 2019 was Ameriprise, an estimated $47.6M added.
  • The largest Hartford Multifactor Developed Markets ex-US ETF seller in Q2 2019 was Commonwealth Equity Services, an estimated $6.39M sold.

Based on aggregated 13F filings for Q2 2019.