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Hartford Multifactor Developed Markets ex-US ETF

101 hedge funds and large institutions have $1.79B invested in Hartford Multifactor Developed Markets ex-US ETF in 2019 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 52 increasing their positions, 31 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 31

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

3% more funds holding

Funds holding: 98101 (+3)

4% more capital invested

Capital invested by funds: $1.72B → $1.79B (+$75.2M)

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

0.12% less ownership

Funds ownership: 76.7%76.58% (-0.12%)

Holders
101
Holders Change
+3
Holders Change %
+3.06%
% of All Funds
2.21%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.33%
New
9
Increased
52
Reduced
31
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$277M -$4.22M -152,688 -2%
Ameriprise
2
Ameriprise
Minnesota
$228M +$23.1M +836,574 +11%
Bank of America
3
Bank of America
North Carolina
$183M +$10.2M +369,277 +6%
UBS Group
4
UBS Group
Switzerland
$154M -$1.92M -69,536 -1%
AAS
5
Avantax Advisory Services
Texas
$127M +$6.38M +230,606 +5%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$105M +$9.24M +334,047 +10%
HFM
7
Hartford Funds Management
Pennsylvania
$71.6M +$1.36M +49,045 +2%
Wells Fargo
8
Wells Fargo
California
$63.6M +$6.44M +233,048 +11%
LPL Financial
9
LPL Financial
California
$61M +$5.12M +185,113 +9%
SFSG
10
Stearns Financial Services Group
North Carolina
$37.4M +$1.61M +58,334 +5%
MIAN
11
Mariner Independent Advisor Network
Kansas
$32.9M -$6.78M -245,157 -17%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$30.3M +$2.17M +78,371 +8%
BCI
13
Brinker Capital Investments
Pennsylvania
$30.2M +$513K +18,537 +2%
WP
14
WealthPLAN Partners
Nebraska
$21.5M -$207K -7,487 -1%
PA
15
Paracle Advisors
Washington
$21.3M +$859K +31,066 +4%
RJA
16
Raymond James & Associates
Florida
$19M +$4.8M +173,618 +34%
OIA
17
OneDigital Investment Advisors
Kansas
$18.2M -$11.8M -425,023 -39%
BTS
18
BB&T Securities
Virginia
$17M +$1.5M +54,332 +10%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$16.3M -$6.9M -249,688 -30%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$13.2M +$2.05M +74,018 +18%
KIM
21
Karpus Investment Management
New York
$12.9M +$3.01M +108,884 +31%
AI
22
Atria Investments
North Carolina
$12.6M +$233K +8,431 +2%
EWM
23
Executive Wealth Management
Michigan
$12.5M +$2.34M +84,712 +23%
Citigroup
24
Citigroup
New York
$12.1M -$507K -18,331 -4%
CWM
25
Cranbrook Wealth Management
Michigan
$11.8M +$973K +35,209 +9%

RODM Hedge Fund Activity: Q3 2019 in Review

101 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Developed Markets ex-US ETF (RODM) for Q3 2019, worth a combined $1.79B — up 4.4% from $1.72B a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new RODM positions and 6 closed out — a net gain of 3 holders — while 52 added to existing stakes and 31 trimmed.

The largest buyer was Ameriprise, adding an estimated $23.1M. The largest seller was OneDigital Investment Advisors, cutting an estimated $11.8M.

  • 101 institutional investors held Hartford Multifactor Developed Markets ex-US ETF (RODM) as of Q3 2019, up from 98 in Q2 2019.
  • Funds reported $1.79B of Hartford Multifactor Developed Markets ex-US ETF stock for Q3 2019, up 4.4% quarter-over-quarter.
  • 9 funds opened new Hartford Multifactor Developed Markets ex-US ETF positions in Q3 2019 and 6 closed out, a net change of +3 holders.
  • The largest Hartford Multifactor Developed Markets ex-US ETF buyer in Q3 2019 was Ameriprise, an estimated $23.1M added.
  • The largest Hartford Multifactor Developed Markets ex-US ETF seller in Q3 2019 was OneDigital Investment Advisors, an estimated $11.8M sold.

Based on aggregated 13F filings for Q3 2019.