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Hartford Multifactor Developed Markets ex-US ETF
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Overview Fund Activity

127 hedge funds and large institutions have $1.23B invested in Hartford Multifactor Developed Markets ex-US ETF in 2022 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 32 increasing their positions, 57 reducing their positions, and 20 closing their positions.

Holders
127
Holders Change
-1
Holders Change %
-0.78%
% of All Funds
2.05%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
23
Increased
32
Reduced
57
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MCCA
1
Mill Creek Capital Advisors
Pennsylvania
$132M
2
AAS
2
Avantax Advisory Services
Texas
$147M
3
HFM
3
Hartford Funds Management
Pennsylvania
$98.9M
4
GA
4
Goldstein Advisors
Wisconsin
$19M
5
CCM
5
Coldstream Capital Management
Washington
$14.7M

Top Sellers

1
Jane Street
1
Jane Street
New York
$30.7M
2
UBS Group
2
UBS Group
Switzerland
$21.2M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$2.66M
4
Bank of America
4
Bank of America
North Carolina
$69.8M
5
FM
5
Foster & Motley
Ohio
$42.4M
Name Market Value Shares Shares
Change 		Shares
Change %
CPO
1
Cerity Partners OCIO
New York
$165M 6,651,067 +318,387 +5%
AAS
2
Avantax Advisory Services
Texas
$147M 5,926,813 +1,585,896 +37%
MCCA
3
Mill Creek Capital Advisors
Pennsylvania
$132M 5,314,978 +5,314,978 New
Morgan Stanley
4
Morgan Stanley
New York
$118M 4,747,084 +382,614 +9%
HFM
5
Hartford Funds Management
Pennsylvania
$98.9M 3,990,883 +1,543,853 +63%
Bank of America
6
Bank of America
North Carolina
$69.8M 2,814,498 -710,946 -20%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$57.4M 2,315,770 -7,691 -0.3%
FM
8
Foster & Motley
Ohio
$42.4M 1,709,404 -306,339 -15%
TC
9
Trilogy Capital
California
$32.7M 1,320,376 +99,466 +8%
Jane Street
10
Jane Street
New York
$30.7M 1,238,774 -947,916 -43%
WWA
11
WCG Wealth Advisors
Nevada
$28M 1,131,454 +80,074 +8%
RJA
12
Raymond James & Associates
Florida
$23.8M 959,706 +635 +0.1%
UBS Group
13
UBS Group
Switzerland
$21.2M 853,820 -832,273 -49%
BWM
14
Baystate Wealth Management
Massachusetts
$19.8M 799,631 +11,756 +1%
GA
15
Goldstein Advisors
Wisconsin
$19M 764,738 +764,738 New
CGL
16
Clarius Group LLC
Washington
$17.4M 700,741 -112,865 -14%
CCM
17
Coldstream Capital Management
Washington
$14.7M 593,619 +593,619 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$14.7M 592,832 -196,189 -25%
LPL Financial
19
LPL Financial
California
$13.4M 538,755 -122,867 -19%
Ameriprise
20
Ameriprise
Minnesota
$12.1M 487,527 -68,441 -12%
QA
21
Quantitative Advantage
Minnesota
$10.8M 436,776 -5,769 -1%
JPMPWA
22
J.P. Morgan Private Wealth Advisors
California
$8.75M 353,086 +48,625 +16%
Wells Fargo
23
Wells Fargo
California
$8.51M 343,447 -57,613 -14%
WPIC
24
White Pine Investment Company
Michigan
$7.3M 294,576 -104,429 -26%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$6.85M 276,150 -81,308 -23%
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