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Hartford Multifactor Developed Markets ex-US ETF

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.

New
Increased
Maintained
Reduced
Closed

0.69% less ownership

Funds ownership: 72.92%72.23% (-0.69%)

1% less capital invested

Capital invested by funds: $1.43B → $1.42B (-$12.8M)

5% less funds holding

Funds holding: 136129 (-7)

21% less funds holding in top 10

Funds holding in top 10: 1411 (-3)

35% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 17

36% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 64

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
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$176M -$28.1M -906,035 -14%
CPO
2
Cerity Partners OCIO
New York
$148M +$6.65M +214,239 +5%
AAS
3
Avantax Advisory Services
Texas
$128M +$1.9M +61,169 +1%
Bank of America
4
Bank of America
North Carolina
$103M +$1.45M +46,782 +1%
HFM
5
Hartford Funds Management
Pennsylvania
$95.8M
Ameriprise
6
Ameriprise
Minnesota
$89.3M -$21.8M -701,992 -19%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$53.4M -$713K -22,976 -1%
UBS Group
8
UBS Group
Switzerland
$51.9M -$1.45M -46,894 -3%
FM
9
Foster & Motley
Ohio
$49.3M +$3.79M +122,136 +8%
TC
10
Trilogy Capital
California
$34.7M -$285K -9,183 -0.8%
Osaic Holdings
11
Osaic Holdings
Arizona
$32M +$1.91M +61,576 +6%
OBWG
12
Onyx Bridge Wealth Group
New York
$27.2M +$19M +612,957 +224%
WP
13
WealthPLAN Partners
Nebraska
$25.6M +$205K +6,596 +0.8%
Wells Fargo
14
Wells Fargo
California
$24.2M +$441K +14,230 +2%
CCM
15
Coldstream Capital Management
Washington
$23.7M +$23.9M +771,582 New
LPL Financial
16
LPL Financial
California
$22.2M -$2.09M -67,349 -9%
BWM
17
Baystate Wealth Management
Massachusetts
$20.2M -$212K -6,824 -1%
EWM
18
Executive Wealth Management
Michigan
$18.7M -$425K -13,712 -2%
RJA
19
Raymond James & Associates
Florida
$16.5M +$425K +13,713 +3%
CGL
20
Clarius Group LLC
Washington
$16.3M +$358K +11,542 +2%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$15M -$533K -17,172 -3%
QA
22
Quantitative Advantage
Minnesota
$12.5M +$746K +24,066 +6%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$12.1M -$8.87M -285,869 -42%
SW
24
SlateStone Wealth
Florida
$12M +$286K +9,236 +2%
WPIC
25
White Pine Investment Company
Michigan
$11.9M +$132K +4,263 +1%

RODM Hedge Fund Activity: Q2 2021 in Review

129 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Developed Markets ex-US ETF (RODM) for Q2 2021, worth a combined $1.42B — down 0.89% from $1.43B a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of RODM and 11 opened new positions — a net loss of 6 holders — while 64 trimmed existing stakes and 41 added.

The largest buyer was Coldstream Capital Management, opening a new position worth an estimated $23.9M. The largest seller was Morgan Stanley, cutting an estimated $28.1M.

  • 129 institutional investors held Hartford Multifactor Developed Markets ex-US ETF (RODM) as of Q2 2021, down from 136 in Q1 2021.
  • Funds reported $1.42B of Hartford Multifactor Developed Markets ex-US ETF stock for Q2 2021, down 0.89% quarter-over-quarter.
  • 11 funds opened new Hartford Multifactor Developed Markets ex-US ETF positions in Q2 2021 and 17 closed out, a net change of -6 holders.
  • The largest Hartford Multifactor Developed Markets ex-US ETF buyer in Q2 2021 was Coldstream Capital Management, an estimated $23.9M added.
  • The largest Hartford Multifactor Developed Markets ex-US ETF seller in Q2 2021 was Morgan Stanley, an estimated $28.1M sold.

Based on aggregated 13F filings for Q2 2021.