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Hartford Multifactor Developed Markets ex-US ETF

128 hedge funds and large institutions have $952M invested in Hartford Multifactor Developed Markets ex-US ETF in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 58 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

2% more funds holding

Funds holding: 125128 (+3)

1.01% more ownership

Funds ownership: 75.63%76.64% (+1%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

11% less capital invested

Capital invested by funds: $1.06B → $952M (-$113M)

40% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 58

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $4K

Holders
128
Holders Change
+3
Holders Change %
+2.4%
% of All Funds
2.2%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.16%
New
14
Increased
35
Reduced
58
Closed
8
Calls
Puts
$4K
Net Calls
-$4K
Net Calls Change
-$4K
Name Holding Trade Value Shares
Change
Change in
Stake
CPO
1
Cerity Partners OCIO
New York
$138M -$3.13M -127,835 -2%
Morgan Stanley
2
Morgan Stanley
New York
$94.9M -$22.7M -926,987 -18%
AAS
3
Avantax Advisory Services
Texas
$94.4M +$1.98M +80,894 +2%
Bank of America
4
Bank of America
North Carolina
$76.6M -$2.7M -110,197 -3%
HFM
5
Hartford Funds Management
Pennsylvania
$53.2M +$955 +39 +0%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$50.5M +$1.84M +74,981 +3%
Jane Street
7
Jane Street
New York
$47.5M +$50.1M +2,044,601 +1,439%
FM
8
Foster & Motley
Ohio
$43.8M +$221K +9,009 +0.4%
UBS Group
9
UBS Group
Switzerland
$36.7M +$2.81M +114,609 +7%
TC
10
Trilogy Capital
California
$26.5M +$852K +34,796 +3%
WWA
11
WCG Wealth Advisors
Nevada
$24.5M -$567K -23,148 -2%
RJA
12
Raymond James & Associates
Florida
$20.9M +$17.8M +726,361 +312%
Osaic Holdings
13
Osaic Holdings
Arizona
$18.3M +$845K +34,515 +4%
CGL
14
Clarius Group LLC
Washington
$17.7M +$3.49M +142,558 +21%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$17.2M +$7.15M +291,842 +59%
BWM
16
Baystate Wealth Management
Massachusetts
$17.1M -$63.7K -2,601 -0.3%
LPL Financial
17
LPL Financial
California
$14.4M -$142K -5,787 -0.9%
Ameriprise
18
Ameriprise
Minnesota
$12.1M +$1.68M +68,544 +14%
QA
19
Quantitative Advantage
Minnesota
$9.62M -$326K -13,318 -3%
Wells Fargo
20
Wells Fargo
California
$8.72M -$3.23M -131,860 -25%
WPIC
21
White Pine Investment Company
Michigan
$8.67M +$17.2K +704 +0.2%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$7.77M +$736K +30,071 +9%
IWP
23
IAG Wealth Partners
Wisconsin
$7.29M -$464K -18,968 -5%
JMPWA
24
JP Morgan Private Wealth Advisors
California
$6.62M +$85.8K +3,506 +1%
HFS
25
Howard Financial Services
Texas
$6.57M -$2.5M -102,033 -25%

RODM Hedge Fund Activity: Q3 2022 in Review

128 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Developed Markets ex-US ETF (RODM) for Q3 2022, worth a combined $952M — down 11% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new RODM positions and 8 closed out — a net gain of 6 holders — while 35 added to existing stakes and 58 trimmed.

The largest buyer was Jane Street, adding an estimated $50.1M. The largest seller was Morgan Stanley, cutting an estimated $22.7M.

  • 128 institutional investors held Hartford Multifactor Developed Markets ex-US ETF (RODM) as of Q3 2022, up from 125 in Q2 2022.
  • Funds reported $952M of Hartford Multifactor Developed Markets ex-US ETF stock for Q3 2022, down 11% quarter-over-quarter.
  • 14 funds opened new Hartford Multifactor Developed Markets ex-US ETF positions in Q3 2022 and 8 closed out, a net change of +6 holders.
  • The largest Hartford Multifactor Developed Markets ex-US ETF buyer in Q3 2022 was Jane Street, an estimated $50.1M added.
  • The largest Hartford Multifactor Developed Markets ex-US ETF seller in Q3 2022 was Morgan Stanley, an estimated $22.7M sold.

Based on aggregated 13F filings for Q3 2022.