We are live on ! Find out more
RODM icon

Hartford Multifactor Developed Markets ex-US ETF

129 hedge funds and large institutions have $1.37B invested in Hartford Multifactor Developed Markets ex-US ETF in 2021 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 49 increasing their positions, 53 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

0% more funds holding

Funds holding: 129129 (0)

3% less capital invested

Capital invested by funds: $1.42B → $1.37B (-$46.4M)

8% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 53

1.39% less ownership

Funds ownership: 72.23%70.84% (-1.4%)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

Holders
129
Holders Change
Holders Change %
0%
% of All Funds
2.26%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.16%
New
12
Increased
49
Reduced
53
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$167M -$5.71M -183,454 -3%
CPO
2
Cerity Partners OCIO
New York
$151M +$5.96M +191,544 +4%
AAS
3
Avantax Advisory Services
Texas
$123M -$2.04M -65,592 -2%
Bank of America
4
Bank of America
North Carolina
$103M +$2.03M +65,098 +2%
Ameriprise
5
Ameriprise
Minnesota
$94.2M +$6.99M +224,624 +8%
HFM
6
Hartford Funds Management
Pennsylvania
$93.9M +$20.2K +649 +0%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$54.3M +$1.98M +63,677 +4%
FM
8
Foster & Motley
Ohio
$51.5M +$3.29M +105,611 +7%
UBS Group
9
UBS Group
Switzerland
$48.8M -$2.16M -69,510 -4%
Osaic Holdings
10
Osaic Holdings
Arizona
$32.9M +$1.63M +52,299 +5%
TC
11
Trilogy Capital
California
$32.1M -$1.65M -53,160 -5%
Wells Fargo
12
Wells Fargo
California
$26.6M +$2.97M +95,324 +12%
CCM
13
Coldstream Capital Management
Washington
$24.1M +$892K +28,655 +4%
LPL Financial
14
LPL Financial
California
$22.9M +$1.18M +37,851 +5%
BWM
15
Baystate Wealth Management
Massachusetts
$20.1M +$269K +8,640 +1%
EWM
16
Executive Wealth Management
Michigan
$18.5M +$144K +4,633 +0.8%
CGL
17
Clarius Group LLC
Washington
$16.9M +$976K +31,355 +6%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$15.1M +$357K +11,484 +2%
QA
19
Quantitative Advantage
Minnesota
$12.5M +$224K +7,185 +2%
SW
20
SlateStone Wealth
Florida
$12.1M +$274K +8,814 +2%
WPIC
21
White Pine Investment Company
Michigan
$11.7M +$55.3K +1,775 +0.5%
RJA
22
Raymond James & Associates
Florida
$11.4M -$4.94M -158,739 -30%
IWP
23
IAG Wealth Partners
Wisconsin
$11.4M -$220K -7,061 -2%
JMPWA
24
JP Morgan Private Wealth Advisors
California
$11.3M +$3.35M +107,519 +40%
WP
25
WealthPLAN Partners
Nebraska
$11.2M -$13.9M -445,253 -55%

RODM Hedge Fund Activity: Q3 2021 in Review

129 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Developed Markets ex-US ETF (RODM) for Q3 2021, worth a combined $1.37B — down 3.3% from $1.42B a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new RODM positions and 10 closed out — a net gain of 2 holders — while 49 added to existing stakes and 53 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $8.51M. The largest seller was Onyx Bridge Wealth Group, cutting an estimated $25.2M.

  • 129 institutional investors held Hartford Multifactor Developed Markets ex-US ETF (RODM) as of Q3 2021, unchanged from Q2 2021.
  • Funds reported $1.37B of Hartford Multifactor Developed Markets ex-US ETF stock for Q3 2021, down 3.3% quarter-over-quarter.
  • 12 funds opened new Hartford Multifactor Developed Markets ex-US ETF positions in Q3 2021 and 10 closed out, a net change of +2 holders.
  • The largest Hartford Multifactor Developed Markets ex-US ETF buyer in Q3 2021 was Citadel Advisors, an estimated $8.51M added.
  • The largest Hartford Multifactor Developed Markets ex-US ETF seller in Q3 2021 was Onyx Bridge Wealth Group, an estimated $25.2M sold.

Based on aggregated 13F filings for Q3 2021.