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Hartford Multifactor Developed Markets ex-US ETF

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.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 15

10% more funds holding

Funds holding: 130143 (+13)

3% more capital invested

Capital invested by funds: $1.42B → $1.47B (+$47.6M)

0.34% more ownership

Funds ownership: 70.84%71.18% (+0.34%)

18% less funds holding in top 10

Funds holding in top 10: 1714 (-3)

43% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 67

Holders
143
Holders Change
+13
Holders Change %
+10%
% of All Funds
2.53%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$197M -$9.1M -334,504 -5%
CPO
2
Cerity Partners OCIO
New York
$149M +$7.4M +272,262 +5%
AAS
3
Avantax Advisory Services
Texas
$121M -$19.7M -724,291 -14%
Ameriprise
4
Ameriprise
Minnesota
$114M -$665K -24,450 -0.6%
Bank of America
5
Bank of America
North Carolina
$90.6M -$3.94M -144,894 -4%
HFM
6
Hartford Funds Management
Pennsylvania
$72.8M
UBS Group
7
UBS Group
Switzerland
$56.8M -$7.08M -260,490 -11%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$48.7M -$20.9M -769,410 -31%
FM
9
Foster & Motley
Ohio
$32.8M +$2.23M +82,097 +8%
TC
10
Trilogy Capital
California
$31.8M +$1.61M +59,367 +6%
PPW
11
Parcion Private Wealth
Washington
$31.2M +$398K +14,625 +1%
Wells Fargo
12
Wells Fargo
California
$27.9M -$8.41M -309,298 -24%
LPL Financial
13
LPL Financial
California
$27.5M -$61.4K -2,259 -0.2%
BWM
14
Baystate Wealth Management
Massachusetts
$27.2M -$6.55M -241,021 -20%
WP
15
WealthPLAN Partners
Nebraska
$23.5M +$516K +18,985 +2%
Osaic Holdings
16
Osaic Holdings
Arizona
$23.4M -$696K -25,595 -3%
RJA
17
Raymond James & Associates
Florida
$22.9M +$286K +10,509 +1%
PA
18
Paracle Advisors
Washington
$20.2M +$1.28M +47,140 +7%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$20M -$3.52M -129,630 -16%
EWM
20
Executive Wealth Management
Michigan
$16.8M -$323K -11,896 -2%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$16.2M -$836K -30,756 -5%
CGL
22
Clarius Group LLC
Washington
$15M +$339K +12,452 +2%
CAN
23
Cetera Advisor Networks
California
$12.4M +$66.8K +2,458 +0.6%
IWP
24
IAG Wealth Partners
Wisconsin
$11.5M -$1.33K -49 -0%
BFG
25
Berger Financial Group
Minnesota
$11.5M +$11M +405,047 New

RODM Hedge Fund Activity: Q4 2020 in Review

143 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Developed Markets ex-US ETF (RODM) for Q4 2020, worth a combined $1.47B — up 3.4% from $1.42B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new RODM positions and 15 closed out — a net gain of 15 holders — while 38 added to existing stakes and 67 trimmed.

The largest buyer was Cerity Partners OCIO, adding an estimated $7.4M. The largest seller was OneDigital Investment Advisors, cutting an estimated $23.2M.

  • 143 institutional investors held Hartford Multifactor Developed Markets ex-US ETF (RODM) as of Q4 2020, up from 130 in Q3 2020.
  • Funds reported $1.47B of Hartford Multifactor Developed Markets ex-US ETF stock for Q4 2020, up 3.4% quarter-over-quarter.
  • 30 funds opened new Hartford Multifactor Developed Markets ex-US ETF positions in Q4 2020 and 15 closed out, a net change of +15 holders.
  • The largest Hartford Multifactor Developed Markets ex-US ETF buyer in Q4 2020 was Cerity Partners OCIO, an estimated $7.4M added.
  • The largest Hartford Multifactor Developed Markets ex-US ETF seller in Q4 2020 was OneDigital Investment Advisors, an estimated $23.2M sold.

Based on aggregated 13F filings for Q4 2020.