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Hartford Multifactor Developed Markets ex-US ETF

136 hedge funds and large institutions have $1.43B invested in Hartford Multifactor Developed Markets ex-US ETF in 2021 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 37 increasing their positions, 68 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.73% more ownership

Funds ownership: 71.18%72.92% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

2% less capital invested

Capital invested by funds: $1.47B → $1.43B (-$36.5M)

5% less funds holding

Funds holding: 143136 (-7)

24% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 21

46% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 68

Holders
136
Holders Change
-7
Holders Change %
-4.9%
% of All Funds
2.39%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.25%
New
16
Increased
37
Reduced
68
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$197M -$9.63M -330,657 -5%
CPO
2
Cerity Partners OCIO
New York
$137M -$18.9M -647,831 -12%
AAS
3
Avantax Advisory Services
Texas
$122M -$5.58M -191,827 -4%
Ameriprise
4
Ameriprise
Minnesota
$107M -$11.8M -406,986 -10%
Bank of America
5
Bank of America
North Carolina
$97.9M +$2.74M +93,988 +3%
HFM
6
Hartford Funds Management
Pennsylvania
$92.7M +$16M +550,000 +21%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$52.4M +$1.29M +44,427 +3%
UBS Group
8
UBS Group
Switzerland
$51.6M -$7.82M -268,605 -13%
FM
9
Foster & Motley
Ohio
$44M +$9.44M +324,254 +28%
TC
10
Trilogy Capital
California
$33.5M +$102K +3,519 +0.3%
Osaic Holdings
11
Osaic Holdings
Arizona
$29.1M +$4.48M +153,746 +19%
WP
12
WealthPLAN Partners
Nebraska
$24.6M -$321K -11,032 -1%
LPL Financial
13
LPL Financial
California
$23.5M -$5.23M -179,751 -19%
Jane Street
14
Jane Street
New York
$23M +$16.2M +557,656 +257%
Wells Fargo
15
Wells Fargo
California
$23M -$6.17M -211,843 -21%
PA
16
Paracle Advisors
Washington
$22.1M +$941K +32,315 +5%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$20.2M -$744K -25,546 -4%
BWM
18
Baystate Wealth Management
Massachusetts
$19.8M -$8.57M -294,292 -31%
EWM
19
Executive Wealth Management
Michigan
$18.5M +$789K +27,101 +5%
RJA
20
Raymond James & Associates
Florida
$15.5M -$8.27M -284,073 -35%
CGL
21
Clarius Group LLC
Washington
$15.4M -$295K -10,127 -2%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$15M -$1.96M -67,225 -12%
IWP
23
IAG Wealth Partners
Wisconsin
$12M -$98.1K -3,371 -0.8%
QA
24
Quantitative Advantage
Minnesota
$11.4M +$5.09M +174,910 +84%
SW
25
SlateStone Wealth
Florida
$11.4M +$1.39M +47,669 +14%

RODM Hedge Fund Activity: Q1 2021 in Review

136 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Developed Markets ex-US ETF (RODM) for Q1 2021, worth a combined $1.43B — down 2.5% from $1.47B a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of RODM and 16 opened new positions — a net loss of 5 holders — while 68 trimmed existing stakes and 37 added.

The largest buyer was Jane Street, adding an estimated $16.2M. The largest seller was Parcion Private Wealth, cutting an estimated $31.7M.

  • 136 institutional investors held Hartford Multifactor Developed Markets ex-US ETF (RODM) as of Q1 2021, down from 143 in Q4 2020.
  • Funds reported $1.43B of Hartford Multifactor Developed Markets ex-US ETF stock for Q1 2021, down 2.5% quarter-over-quarter.
  • 16 funds opened new Hartford Multifactor Developed Markets ex-US ETF positions in Q1 2021 and 21 closed out, a net change of -5 holders.
  • The largest Hartford Multifactor Developed Markets ex-US ETF buyer in Q1 2021 was Jane Street, an estimated $16.2M added.
  • The largest Hartford Multifactor Developed Markets ex-US ETF seller in Q1 2021 was Parcion Private Wealth, an estimated $31.7M sold.

Based on aggregated 13F filings for Q1 2021.