Hartford Multifactor Developed Markets ex-US ETF
RODM
118 hedge funds and large institutions have $2.19B invested in Hartford Multifactor Developed Markets ex-US ETF in 2019 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 62 increasing their positions, 23 reducing their positions, and 6 closing their positions.
300% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 6
170% more repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 23
22% more capital invested
Capital invested by funds: $1.79B → $2.19B (+$400M)
17% more funds holding
Funds holding: 101 → 118 (+17)
7% more funds holding in top 10
Funds holding in top 10: 15 → 16 (+1)
1.93% more ownership
Funds ownership: 76.58% → 78.51% (+1.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CPO
Cerity Partners OCIO
New York
|
+$116M |
| 2 |
BWM
Baystate Wealth Management
Boston,
Massachusetts
|
+$37.3M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$30.6M |
| 4 |
TC
Trilogy Capital
Irvine,
California
|
+$28M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
+$17.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$5.34M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$4.83M |
| 3 |
GSWM
Golden State Wealth Management
Santa Ana,
California
|
-$4.09M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$2.59M |
| 5 |
CWM
Centric Wealth Management
Chicago,
Illinois
|
-$1.65M |
RODM Hedge Fund Activity: Q4 2019 in Review
118 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Developed Markets ex-US ETF (RODM) for Q4 2019, worth a combined $2.19B — up 22% from $1.79B a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new RODM positions and 6 closed out — a net gain of 18 holders — while 62 added to existing stakes and 23 trimmed.
The largest buyer was Cerity Partners OCIO, opening a new position worth an estimated $116M. The largest seller was LPL Financial, cutting an estimated $5.34M.
- 118 institutional investors held Hartford Multifactor Developed Markets ex-US ETF (RODM) as of Q4 2019, up from 101 in Q3 2019.
- Funds reported $2.19B of Hartford Multifactor Developed Markets ex-US ETF stock for Q4 2019, up 22% quarter-over-quarter.
- 24 funds opened new Hartford Multifactor Developed Markets ex-US ETF positions in Q4 2019 and 6 closed out, a net change of +18 holders.
- The largest Hartford Multifactor Developed Markets ex-US ETF buyer in Q4 2019 was Cerity Partners OCIO, an estimated $116M added.
- The largest Hartford Multifactor Developed Markets ex-US ETF seller in Q4 2019 was LPL Financial, an estimated $5.34M sold.
Based on aggregated 13F filings for Q4 2019.