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Hartford Multifactor Developed Markets ex-US ETF
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Overview Fund Activity

135 hedge funds and large institutions have $1.45B invested in Hartford Multifactor Developed Markets ex-US ETF in 2020 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 36 increasing their positions, 58 reducing their positions, and 14 closing their positions.

Holders
135
Holders Change
+15
Holders Change %
+12.5%
% of All Funds
2.77%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.37%
New
29
Increased
36
Reduced
58
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EWM
1
Executive Wealth Management
Michigan
$15.9M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$18.3M
3
CFG
3
Cooper Financial Group
California
$8.58M
4
SW
4
SlateStone Wealth
Florida
$9.84M
5
Stifel Financial
5
Stifel Financial
Missouri
$17.5M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$117M
2
Morgan Stanley
2
Morgan Stanley
New York
$195M
3
Bank of America
3
Bank of America
North Carolina
$91.1M
4
UBS Group
4
UBS Group
Switzerland
$61.9M
5
LPL Financial
5
LPL Financial
California
$27M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$195M 7,930,980 -2,340,382 -23%
CPO
2
Cerity Partners OCIO
New York
$118M 4,812,677 +103,178 +2%
Ameriprise
3
Ameriprise
Minnesota
$117M 4,737,381 -3,895,713 -45%
AAS
4
Avantax Advisory Services
Texas
$110M 4,465,946 -183,307 -4%
Bank of America
5
Bank of America
North Carolina
$91.1M 3,702,129 -1,018,071 -22%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$70.7M 2,872,286 -98,583 -3%
HFM
7
Hartford Funds Management
Pennsylvania
$63.3M 2,569,835 – –
UBS Group
8
UBS Group
Switzerland
$61.9M 2,514,479 -624,252 -20%
Wells Fargo
9
Wells Fargo
California
$35.2M 1,431,042 -394,666 -22%
PPW
10
Parcion Private Wealth
Washington
$34M 1,352,380 -39,200 -3%
BWM
11
Baystate Wealth Management
Massachusetts
$31.7M 1,286,274 -6,479 -0.5%
LPL Financial
12
LPL Financial
California
$27M 1,097,503 -544,725 -33%
TC
13
Trilogy Capital
California
$27M 1,053,327 +1,000 +0.1%
FM
14
Foster & Motley
Ohio
$26.1M 1,060,099 +231,725 +28%
SFSG
15
Stearns Financial Services Group
North Carolina
$24.5M 996,782 -43,178 -4%
OIA
16
OneDigital Investment Advisors
Kansas
$23.7M 961,269 +168,389 +21%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$23.2M 940,979 -162,729 -15%
WP
18
WealthPLAN Partners
Nebraska
$21.2M 802,894 +11,817 +1%
RJA
19
Raymond James & Associates
Florida
$20.1M 816,369 +4,112 +0.5%
Osaic Holdings
20
Osaic Holdings
Arizona
$18.3M 742,596 +370,619 +100%
Stifel Financial
21
Stifel Financial
Missouri
$17.5M 711,730 +248,943 +54%
EWM
22
Executive Wealth Management
Michigan
$15.9M 646,924 +371,868 +135%
PA
23
Paracle Advisors
Washington
$15.9M 645,417 +113,308 +21%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$14.6M 593,667 +30,032 +5%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$13.2M 535,775 -85,667 -14%
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