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Hartford Multifactor Developed Markets ex-US ETF
RODM

136 hedge funds and large institutions have $1.37B invested in Hartford Multifactor Developed Markets ex-US ETF in 2021 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 41 increasing their positions, 56 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 13

5% more funds holding

Funds holding: 129 → 136 (+7)

2% more ownership

Funds ownership: 70.84% → 72.84% (+2%)

0% less capital invested

Capital invested by funds: $1.37B → $1.37B (-$2M)

22% less funds holding in top 10

Funds holding in top 10: 9 → 7 (-2)

27% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 56

Holders
136
Holders Change
+7
Holders Change %
+5.43%
% of All Funds
2.09%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
23
Increased
41
Reduced
56
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CPO
Cerity Partners OCIO
New York
+$33.8M
2
BTWM
Baker Tilly Wealth Management
Wisconsin
+$5.98M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$5.79M
4
FM
Foster & Motley
Ohio
+$4.01M
5
HFS
Howard Financial Services
Texas
+$3.04M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$22.4M
2
CAN
Cetera Advisor Networks
California
-$9.73M
3
Citadel Advisors
Citadel Advisors
Florida
-$7.41M
4
Wells Fargo
Wells Fargo
California
-$6.16M
5
FA
Fermata Advisors
California
-$4.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
CPO
1
Cerity Partners OCIO
New York
$184M +$33.8M +1,113,033 +22%
Morgan Stanley
2
Morgan Stanley
New York
$169M +$2.47M +81,421 +1%
AAS
3
Avantax Advisory Services
Texas
$126M +$2.82M +92,935 +2%
Bank of America
4
Bank of America
North Carolina
$103M -$56.3K -1,855 -0.1%
HFM
5
Hartford Funds Management
Pennsylvania
$94M -$4.04K -133 -0%
Ameriprise
6
Ameriprise
Minnesota
$72M -$22.4M -739,632 -24%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$56.9M +$2.6M +85,582 +5%
FM
8
Foster & Motley
Ohio
$55.5M +$4.01M +132,110 +8%
UBS Group
9
UBS Group
Switzerland
$48.8M +$7.98K +263 +0%
Osaic Holdings
10
Osaic Holdings
Arizona
$33.8M +$890K +29,335 +3%
TC
11
Trilogy Capital
California
$33M +$933K +30,734 +3%
CCM
12
Coldstream Capital Management
Washington
$25.2M +$1.1M +36,325 +5%
BWM
13
Baystate Wealth Management
Massachusetts
$21.2M +$1.15M +38,025 +6%
Wells Fargo
14
Wells Fargo
California
$20.5M -$6.16M -202,994 -23%
LPL Financial
15
LPL Financial
California
$19.7M -$3.23M -106,333 -14%
CGL
16
Clarius Group LLC
Washington
$19.1M +$2.23M +73,591 +13%
EWM
17
Executive Wealth Management
Michigan
$19M +$587K +19,346 +3%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$14.6M -$463K -15,250 -3%
QA
19
Quantitative Advantage
Minnesota
$13.7M +$1.2M +39,396 +10%
HFS
20
Howard Financial Services
Texas
$11.7M +$3.04M +100,094 +35%
WPIC
21
White Pine Investment Company
Michigan
$11.6M -$36.1K -1,189 -0.3%
JMPWA
22
JP Morgan Private Wealth Advisors
California
$11M -$284K -9,345 -2%
IWP
23
IAG Wealth Partners
Wisconsin
$11M -$393K -12,951 -3%
RJA
24
Raymond James & Associates
Florida
$10.3M -$1.11M -36,707 -10%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$10.2M +$652K +21,483 +7%
1
2 3 4 5

RODM Hedge Fund Activity: Q4 2021 in Review

136 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Developed Markets ex-US ETF (RODM) for Q4 2021, worth a combined $1.37B — down 0.15% from $1.37B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new RODM positions and 13 closed out — a net gain of 10 holders — while 41 added to existing stakes and 56 trimmed.

The largest buyer was Cerity Partners OCIO, adding an estimated $33.8M. The largest seller was Ameriprise, cutting an estimated $22.4M.

  • 136 institutional investors held Hartford Multifactor Developed Markets ex-US ETF (RODM) as of Q4 2021, up from 129 in Q3 2021.
  • Funds reported $1.37B of Hartford Multifactor Developed Markets ex-US ETF stock for Q4 2021, down 0.15% quarter-over-quarter.
  • 23 funds opened new Hartford Multifactor Developed Markets ex-US ETF positions in Q4 2021 and 13 closed out, a net change of +10 holders.
  • The largest Hartford Multifactor Developed Markets ex-US ETF buyer in Q4 2021 was Cerity Partners OCIO, an estimated $33.8M added.
  • The largest Hartford Multifactor Developed Markets ex-US ETF seller in Q4 2021 was Ameriprise, an estimated $22.4M sold.

Based on aggregated 13F filings for Q4 2021.