Hartford Multifactor Developed Markets ex-US ETF
RODM
130 hedge funds and large institutions have $1.42B invested in Hartford Multifactor Developed Markets ex-US ETF in 2020 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 53 increasing their positions, 45 reducing their positions, and 21 closing their positions.
18% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 45
2% less capital invested
Capital invested by funds: $1.45B → $1.42B (-$32M)
1.21% less ownership
Funds ownership: 72.06% → 70.84% (-1.2%)
4% less funds holding
Funds holding: 135 → 130 (-5)
6% less funds holding in top 10
Funds holding in top 10: 18 → 17 (-1)
24% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 21
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$14.1M |
| 2 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$5.87M |
| 3 |
CPO
Cerity Partners OCIO
New York
|
+$4.36M |
| 4 |
Rockefeller Capital Management
New York
|
+$4.03M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.79M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFSG
Stearns Financial Services Group
Greensboro,
North Carolina
|
-$24.6M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$18M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$17.8M |
| 4 |
Morgan Stanley
New York
|
-$16.3M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$9.93M |
RODM Hedge Fund Activity: Q3 2020 in Review
130 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Developed Markets ex-US ETF (RODM) for Q3 2020, worth a combined $1.42B — down 2.2% from $1.45B a quarter earlier.
Sellers outnumbered buyers: 21 funds closed out of RODM and 16 opened new positions — a net loss of 5 holders — while 45 trimmed existing stakes and 53 added.
The largest buyer was Avantax Advisory Services, adding an estimated $14.1M. The largest seller was Stearns Financial Services Group, cutting an estimated $24.6M.
- 130 institutional investors held Hartford Multifactor Developed Markets ex-US ETF (RODM) as of Q3 2020, down from 135 in Q2 2020.
- Funds reported $1.42B of Hartford Multifactor Developed Markets ex-US ETF stock for Q3 2020, down 2.2% quarter-over-quarter.
- 16 funds opened new Hartford Multifactor Developed Markets ex-US ETF positions in Q3 2020 and 21 closed out, a net change of -5 holders.
- The largest Hartford Multifactor Developed Markets ex-US ETF buyer in Q3 2020 was Avantax Advisory Services, an estimated $14.1M added.
- The largest Hartford Multifactor Developed Markets ex-US ETF seller in Q3 2020 was Stearns Financial Services Group, an estimated $24.6M sold.
Based on aggregated 13F filings for Q3 2020.