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Hartford Multifactor Developed Markets ex-US ETF
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Overview Fund Activity

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.

Holders
118
Holders Change
+17
Holders Change %
+16.83%
% of All Funds
2.33%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.32%
New
24
Increased
62
Reduced
23
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CPO
1
Cerity Partners OCIO
New York
$117M
2
BWM
2
Baystate Wealth Management
Massachusetts
$38.1M
3
Ameriprise
3
Ameriprise
Minnesota
$272M
4
TC
4
Trilogy Capital
California
$28.7M
5
Truist Financial
5
Truist Financial
North Carolina
$18.1M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$58.8M
2
Bank of America
2
Bank of America
North Carolina
$187M
3
GSWM
3
Golden State Wealth Management
California
$0
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$6.92M
5
CWM
5
Centric Wealth Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$296M 10,081,869 +147,393 +1%
Ameriprise
2
Ameriprise
Minnesota
$272M 9,253,998 +1,065,962 +13%
Bank of America
3
Bank of America
North Carolina
$187M 6,378,096 -168,316 -3%
UBS Group
4
UBS Group
Switzerland
$165M 5,610,558 +71,440 +1%
AAS
5
Avantax Advisory Services
Texas
$136M 4,647,330 +106,519 +2%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$118M 4,026,411 +275,801 +7%
CPO
7
Cerity Partners OCIO
New York
$117M 4,023,104 +4,023,104 New
HFM
8
Hartford Funds Management
Pennsylvania
$71.6M 2,569,835 – –
Wells Fargo
9
Wells Fargo
California
$68.3M 2,325,153 +42,541 +2%
LPL Financial
10
LPL Financial
California
$58.8M 2,002,825 -185,909 -8%
BCI
11
Brinker Capital Investments
Pennsylvania
$46.8M 1,592,742 +508,569 +47%
SFSG
12
Stearns Financial Services Group
North Carolina
$43.1M 1,468,123 +126,088 +9%
BWM
13
Baystate Wealth Management
Massachusetts
$38.1M 1,297,313 +1,297,313 New
MIAN
14
Mariner Independent Advisor Network
Kansas
$35.7M 1,215,064 +28,738 +2%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$35.3M 1,200,308 +115,002 +11%
TC
16
Trilogy Capital
California
$28.7M 975,921 +975,921 New
PA
17
Paracle Advisors
Washington
$22.5M 767,335 +4,781 +0.6%
RJA
18
Raymond James & Associates
Florida
$22.4M 763,454 +81,081 +12%
WP
19
WealthPLAN Partners
Nebraska
$22.4M 764,518 +18,056 +2%
OIA
20
OneDigital Investment Advisors
Kansas
$20.4M 696,253 +42,390 +6%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$18.8M 638,574 +508,471 +391%
Truist Financial
22
Truist Financial
North Carolina
$18.1M 615,082 +615,082 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$17.9M 607,988 +23,876 +4%
KIM
24
Karpus Investment Management
New York
$16.2M 551,581 +88,371 +19%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$15.3M 521,474 +46,397 +10%
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