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Hartford Multifactor Developed Markets ex-US ETF

125 hedge funds and large institutions have $1.06B invested in Hartford Multifactor Developed Markets ex-US ETF in 2022 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 42 increasing their positions, 56 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

1.44% more ownership

Funds ownership: 74.19%75.63% (+1.4%)

11% less funds holding

Funds holding: 141125 (-16)

16% less capital invested

Capital invested by funds: $1.26B → $1.06B (-$200M)

25% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 56

55% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 22

Holders
125
Holders Change
-16
Holders Change %
-11.35%
% of All Funds
2.11%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.17%
New
10
Increased
42
Reduced
56
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPO
1
Cerity Partners OCIO
New York
$161M +$4.1M +150,290 +2%
Morgan Stanley
2
Morgan Stanley
New York
$132M -$7.73M -283,138 -5%
AAS
3
Avantax Advisory Services
Texas
$106M +$434K +15,892 +0.4%
Bank of America
4
Bank of America
North Carolina
$90.5M -$4.68M -171,398 -5%
HFM
5
Hartford Funds Management
Pennsylvania
$60.9M +$4.8K +176 +0%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$56M +$4.44M +162,749 +8%
FM
7
Foster & Motley
Ohio
$49.9M +$2.65M +97,211 +5%
UBS Group
8
UBS Group
Switzerland
$39.1M -$2.6M -95,107 -6%
TC
9
Trilogy Capital
California
$29.5M +$901K +33,030 +3%
WWA
10
WCG Wealth Advisors
Nevada
$26.7M +$29.3M +1,074,528 New
CCM
11
Coldstream Capital Management
Washington
$21.5M +$393K +14,404 +2%
Osaic Holdings
12
Osaic Holdings
Arizona
$20.1M -$5.39M -197,492 -20%
BWM
13
Baystate Wealth Management
Massachusetts
$19.7M +$1.44M +52,789 +7%
CGL
14
Clarius Group LLC
Washington
$16.7M +$992K +36,367 +6%
LPL Financial
15
LPL Financial
California
$16.6M -$1.16M -42,367 -6%
Wells Fargo
16
Wells Fargo
California
$13.3M -$2.41M -88,423 -14%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$12.4M -$1.74M -63,595 -11%
Ameriprise
18
Ameriprise
Minnesota
$12.1M -$15.3M -561,302 -54%
QA
19
Quantitative Advantage
Minnesota
$11.3M +$172K +6,315 +1%
HFS
20
Howard Financial Services
Texas
$10.1M -$568K -20,817 -5%
WPIC
21
White Pine Investment Company
Michigan
$9.91M +$155K +5,677 +1%
IWP
22
IAG Wealth Partners
Wisconsin
$8.82M -$288K -10,547 -3%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$8.15M -$1.13M -41,491 -11%
JMPWA
24
JP Morgan Private Wealth Advisors
California
$7.49M +$299K +10,972 +4%
CWM
25
Cranbrook Wealth Management
Michigan
$6.99M -$33.2K -1,217 -0.4%

RODM Hedge Fund Activity: Q2 2022 in Review

125 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Developed Markets ex-US ETF (RODM) for Q2 2022, worth a combined $1.06B — down 16% from $1.26B a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of RODM and 10 opened new positions — a net loss of 12 holders — while 56 trimmed existing stakes and 42 added.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $4.44M. The largest seller was Ameriprise, cutting an estimated $15.3M.

  • 125 institutional investors held Hartford Multifactor Developed Markets ex-US ETF (RODM) as of Q2 2022, down from 141 in Q1 2022.
  • Funds reported $1.06B of Hartford Multifactor Developed Markets ex-US ETF stock for Q2 2022, down 16% quarter-over-quarter.
  • 10 funds opened new Hartford Multifactor Developed Markets ex-US ETF positions in Q2 2022 and 22 closed out, a net change of -12 holders.
  • The largest Hartford Multifactor Developed Markets ex-US ETF buyer in Q2 2022 was Raymond James Financial Services Advisors, an estimated $4.44M added.
  • The largest Hartford Multifactor Developed Markets ex-US ETF seller in Q2 2022 was Ameriprise, an estimated $15.3M sold.

Based on aggregated 13F filings for Q2 2022.