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Hartford Multifactor Developed Markets ex-US ETF
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Overview Fund Activity

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.

Holders
136
Holders Change
+7
Holders Change %
+5.43%
% of All Funds
2.1%
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
1
Cerity Partners OCIO
New York
$184M
2
BTWM
2
Baker Tilly Wealth Management
Wisconsin
$5.93M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$8.17M
4
FM
4
Foster & Motley
Ohio
$55.5M
5
CWM
5
Congress Wealth Management
Massachusetts
$3.27M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$72.1M
2
CAN
2
Cetera Advisor Networks
California
$1.43M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.49M
4
Wells Fargo
4
Wells Fargo
California
$20.5M
5
FA
5
Fermata Advisors
California
$4.24M
Name Market Value Shares Shares
Change 		Shares
Change %
CPO
1
Cerity Partners OCIO
New York
$184M 6,124,701 +1,113,033 +22%
Morgan Stanley
2
Morgan Stanley
New York
$169M 5,627,337 +81,421 +1%
AAS
3
Avantax Advisory Services
Texas
$126M 4,183,824 +92,935 +2%
Bank of America
4
Bank of America
North Carolina
$103M 3,405,795 -1,855 -0.1%
HFM
5
Hartford Funds Management
Pennsylvania
$94M 3,120,351 -133 -0%
Ameriprise
6
Ameriprise
Minnesota
$72.1M 2,392,664 -739,632 -24%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$56.9M 1,889,315 +85,582 +5%
FM
8
Foster & Motley
Ohio
$55.5M 1,841,837 +132,110 +8%
UBS Group
9
UBS Group
Switzerland
$48.8M 1,621,186 +263 +0%
Osaic Holdings
10
Osaic Holdings
Arizona
$33.8M 1,122,048 +29,335 +3%
TC
11
Trilogy Capital
California
$33M 1,095,795 +30,734 +3%
CCM
12
Coldstream Capital Management
Washington
$25.2M 836,562 +36,325 +5%
BWM
13
Baystate Wealth Management
Massachusetts
$21.2M 705,571 +38,025 +6%
Wells Fargo
14
Wells Fargo
California
$20.5M 680,224 -202,994 -23%
LPL Financial
15
LPL Financial
California
$19.7M 654,818 -106,333 -14%
CGL
16
Clarius Group LLC
Washington
$19.1M 634,681 +73,591 +13%
EWM
17
Executive Wealth Management
Michigan
$19M 632,339 +19,346 +3%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$14.6M 484,907 -15,250 -3%
QA
19
Quantitative Advantage
Minnesota
$13.7M 453,364 +39,396 +10%
HFS
20
Howard Financial Services
Texas
$11.7M 388,072 +100,094 +35%
WPIC
21
White Pine Investment Company
Michigan
$11.6M 386,496 -1,189 -0.3%
JPMPWA
22
J.P. Morgan Private Wealth Advisors
California
$11M 364,928 -9,345 -2%
IWP
23
IAG Wealth Partners
Wisconsin
$11M 364,550 -12,951 -3%
RJA
24
Raymond James & Associates
Florida
$10.3M 341,752 -36,707 -10%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$10.2M 339,085 +21,483 +7%
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