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Hartford Multifactor Developed Markets ex-US ETF
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Overview Fund Activity

143 hedge funds and large institutions have $1.47B invested in Hartford Multifactor Developed Markets ex-US ETF in 2020 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 38 increasing their positions, 67 reducing their positions, and 15 closing their positions.

Holders
143
Holders Change
+13
Holders Change %
+10%
% of All Funds
2.54%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.25%
New
30
Increased
38
Reduced
67
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BFG
1
Berger Financial Group
Minnesota
$11.5M
2
CPO
2
Cerity Partners OCIO
New York
$149M
3
OBWG
3
Onyx Bridge Wealth Group
New York
$7.01M
4
CCFM
4
Clear Creek Financial Management
Washington
$6.57M
5
Jane Street
5
Jane Street
New York
$6.13M

Top Sellers

1
OIA
1
OneDigital Investment Advisors
Kansas
$9.47M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$48.7M
3
AAS
3
Avantax Advisory Services
Texas
$121M
4
Morgan Stanley
4
Morgan Stanley
New York
$197M
5
Wells Fargo
5
Wells Fargo
California
$27.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$197M 6,966,062 -334,504 -5%
CPO
2
Cerity Partners OCIO
New York
$149M 5,253,716 +272,262 +5%
AAS
3
Avantax Advisory Services
Texas
$121M 4,287,139 -724,291 -14%
Ameriprise
4
Ameriprise
Minnesota
$114M 4,016,650 -24,450 -0.6%
Bank of America
5
Bank of America
North Carolina
$90.6M 3,201,782 -144,894 -4%
HFM
6
Hartford Funds Management
Pennsylvania
$72.8M 2,569,835 – –
UBS Group
7
UBS Group
Switzerland
$56.8M 2,005,932 -260,490 -11%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$48.7M 1,718,605 -769,410 -31%
FM
9
Foster & Motley
Ohio
$32.8M 1,157,726 +82,097 +8%
TC
10
Trilogy Capital
California
$31.8M 1,123,885 +59,367 +6%
PPW
11
Parcion Private Wealth
Washington
$31.2M 1,102,825 +14,625 +1%
Wells Fargo
12
Wells Fargo
California
$27.9M 985,507 -309,298 -24%
LPL Financial
13
LPL Financial
California
$27.5M 970,400 -2,259 -0.2%
BWM
14
Baystate Wealth Management
Massachusetts
$27.2M 960,022 -241,021 -20%
WP
15
WealthPLAN Partners
Nebraska
$23.5M 817,550 +18,985 +2%
Osaic Holdings
16
Osaic Holdings
Arizona
$23.4M 825,092 -25,595 -3%
RJA
17
Raymond James & Associates
Florida
$22.9M 807,558 +10,509 +1%
PA
18
Paracle Advisors
Washington
$20.2M 713,290 +47,140 +7%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$20M 705,568 -129,630 -16%
EWM
20
Executive Wealth Management
Michigan
$16.8M 594,971 -11,896 -2%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$16.2M 573,070 -30,756 -5%
CGL
22
Clarius Group LLC
Washington
$15M 528,320 +12,452 +2%
CAN
23
Cetera Advisor Networks
California
$12.4M 437,457 +2,458 +0.6%
IWP
24
IAG Wealth Partners
Wisconsin
$11.5M 405,920 -49 -0%
BFG
25
Berger Financial Group
Minnesota
$11.5M 405,047 +405,047 New
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