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Hartford Multifactor Developed Markets ex-US ETF

141 hedge funds and large institutions have $1.26B invested in Hartford Multifactor Developed Markets ex-US ETF in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 35 increasing their positions, 66 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

4% more funds holding

Funds holding: 136141 (+5)

1.35% more ownership

Funds ownership: 72.84%74.19% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

8% less capital invested

Capital invested by funds: $1.37B → $1.26B (-$106M)

47% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 66

Holders
141
Holders Change
+5
Holders Change %
+3.68%
% of All Funds
2.22%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
17
Increased
35
Reduced
66
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPO
1
Cerity Partners OCIO
New York
$184M +$5.42M +185,524 +3%
Morgan Stanley
2
Morgan Stanley
New York
$162M -$1.54M -52,742 -0.9%
AAS
3
Avantax Advisory Services
Texas
$124M +$1.76M +60,307 +1%
Bank of America
4
Bank of America
North Carolina
$111M +$11.7M +401,244 +12%
HFM
5
Hartford Funds Management
Pennsylvania
$71.3M -$19.7M -673,536 -22%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$60.7M +$5.74M +196,416 +10%
FM
7
Foster & Motley
Ohio
$55.6M +$1.98M +67,686 +4%
UBS Group
8
UBS Group
Switzerland
$48.5M +$1.33M +45,405 +3%
TC
9
Trilogy Capital
California
$33.6M +$1.67M +57,289 +5%
Ameriprise
10
Ameriprise
Minnesota
$30.6M -$39.3M -1,343,938 -56%
Osaic Holdings
11
Osaic Holdings
Arizona
$29.3M -$3.37M -115,296 -10%
CCM
12
Coldstream Capital Management
Washington
$24.8M +$412K +14,107 +2%
BWM
13
Baystate Wealth Management
Massachusetts
$21.5M +$939K +32,116 +5%
LPL Financial
14
LPL Financial
California
$20.7M +$1.61M +54,958 +8%
CGL
15
Clarius Group LLC
Washington
$19.1M
Wells Fargo
16
Wells Fargo
California
$18.1M -$1.72M -58,881 -9%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$16.3M +$2.22M +75,867 +16%
QA
18
Quantitative Advantage
Minnesota
$13.1M -$112K -3,816 -0.8%
HFS
19
Howard Financial Services
Texas
$12.4M +$1.08M +37,024 +10%
WPIC
20
White Pine Investment Company
Michigan
$11.4M +$179K +6,128 +2%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$10.7M +$2.7M +92,468 +33%
IWP
22
IAG Wealth Partners
Wisconsin
$10.6M +$13.4K +458 +0.1%
Jane Street
23
Jane Street
New York
$8.45M +$8.48M +289,992 New
JMPWA
24
JP Morgan Private Wealth Advisors
California
$8.44M -$2.19M -74,945 -21%
CWM
25
Cranbrook Wealth Management
Michigan
$8.21M -$5.47K -187 -0.1%

RODM Hedge Fund Activity: Q1 2022 in Review

141 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Developed Markets ex-US ETF (RODM) for Q1 2022, worth a combined $1.26B — down 7.7% from $1.37B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new RODM positions and 9 closed out — a net gain of 8 holders — while 35 added to existing stakes and 66 trimmed.

The largest buyer was Bank of America, adding an estimated $11.7M. The largest seller was Ameriprise, cutting an estimated $39.3M.

  • 141 institutional investors held Hartford Multifactor Developed Markets ex-US ETF (RODM) as of Q1 2022, up from 136 in Q4 2021.
  • Funds reported $1.26B of Hartford Multifactor Developed Markets ex-US ETF stock for Q1 2022, down 7.7% quarter-over-quarter.
  • 17 funds opened new Hartford Multifactor Developed Markets ex-US ETF positions in Q1 2022 and 9 closed out, a net change of +8 holders.
  • The largest Hartford Multifactor Developed Markets ex-US ETF buyer in Q1 2022 was Bank of America, an estimated $11.7M added.
  • The largest Hartford Multifactor Developed Markets ex-US ETF seller in Q1 2022 was Ameriprise, an estimated $39.3M sold.

Based on aggregated 13F filings for Q1 2022.