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Hartford Multifactor Developed Markets ex-US ETF
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Overview Fund Activity

129 hedge funds and large institutions have $1.42B invested in Hartford Multifactor Developed Markets ex-US ETF in 2021 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 41 increasing their positions, 64 reducing their positions, and 17 closing their positions.

Holders
129
Holders Change
-7
Holders Change %
-5.15%
% of All Funds
2.25%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.19%
New
11
Increased
41
Reduced
64
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCM
1
Coldstream Capital Management
Washington
$23.7M
2
OBWG
2
Onyx Bridge Wealth Group
New York
$27.2M
3
CPO
3
Cerity Partners OCIO
New York
$148M
4
FM
4
Foster & Motley
Ohio
$49.3M
5
ARC
5
Advisor Resource Council
Texas
$2.06M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$176M
2
Ameriprise
2
Ameriprise
Minnesota
$89.3M
3
Jane Street
3
Jane Street
New York
$8.14M
4
Citadel Advisors
4
Citadel Advisors
Florida
$633K
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$12.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$176M 5,729,370 -906,035 -14%
CPO
2
Cerity Partners OCIO
New York
$148M 4,820,124 +214,239 +5%
AAS
3
Avantax Advisory Services
Texas
$128M 4,156,481 +61,169 +1%
Bank of America
4
Bank of America
North Carolina
$103M 3,342,552 +46,782 +1%
HFM
5
Hartford Funds Management
Pennsylvania
$95.8M 3,119,835 – –
Ameriprise
6
Ameriprise
Minnesota
$89.3M 2,907,672 -701,992 -19%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$53.4M 1,740,056 -22,976 -1%
UBS Group
8
UBS Group
Switzerland
$51.9M 1,690,433 -46,894 -3%
FM
9
Foster & Motley
Ohio
$49.3M 1,604,116 +122,136 +8%
TC
10
Trilogy Capital
California
$34.7M 1,118,221 -9,183 -0.8%
Osaic Holdings
11
Osaic Holdings
Arizona
$32M 1,040,414 +61,576 +6%
OBWG
12
Onyx Bridge Wealth Group
New York
$27.2M 886,808 +612,957 +224%
WP
13
WealthPLAN Partners
Nebraska
$25.6M 813,114 +6,596 +0.8%
Wells Fargo
14
Wells Fargo
California
$24.2M 787,894 +14,230 +2%
CCM
15
Coldstream Capital Management
Washington
$23.7M 771,582 +771,582 New
LPL Financial
16
LPL Financial
California
$22.2M 723,300 -67,349 -9%
BWM
17
Baystate Wealth Management
Massachusetts
$20.2M 658,906 -6,824 -1%
EWM
18
Executive Wealth Management
Michigan
$18.7M 608,360 -13,712 -2%
RJA
19
Raymond James & Associates
Florida
$16.5M 537,198 +13,713 +3%
CGL
20
Clarius Group LLC
Washington
$16.3M 529,735 +11,542 +2%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$15M 488,673 -17,172 -3%
QA
22
Quantitative Advantage
Minnesota
$12.5M 406,783 +24,066 +6%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$12.1M 394,153 -285,869 -42%
SW
24
SlateStone Wealth
Florida
$12M 391,715 +9,236 +2%
WPIC
25
White Pine Investment Company
Michigan
$11.9M 385,910 +4,263 +1%
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