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Hartford Multifactor Developed Markets ex-US ETF

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.

New
Increased
Maintained
Reduced
Closed

29% more capital invested

Capital invested by funds: $952M → $1.23B (+$280M)

15% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 20

10.23% more ownership

Funds ownership: 76.64%86.87% (+10%)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

1% less funds holding

Funds holding: 128127 (-1)

44% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 57

Holders
127
Holders Change
-1
Holders Change %
-0.78%
% of All Funds
2.04%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
23
Increased
32
Reduced
57
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPO
1
Cerity Partners OCIO
New York
$165M +$7.6M +318,387 +5%
AAS
2
Avantax Advisory Services
Texas
$147M +$37.9M +1,585,896 +37%
MCCA
3
Mill Creek Capital Advisors
Pennsylvania
$132M +$127M +5,314,978 New
Morgan Stanley
4
Morgan Stanley
New York
$118M +$9.13M +382,614 +9%
HFM
5
Hartford Funds Management
Pennsylvania
$98.9M +$36.8M +1,543,853 +63%
Bank of America
6
Bank of America
North Carolina
$69.8M -$17M -710,946 -20%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$57.4M -$184K -7,691 -0.3%
FM
8
Foster & Motley
Ohio
$42.4M -$7.31M -306,339 -15%
TC
9
Trilogy Capital
California
$32.7M +$2.37M +99,466 +8%
Jane Street
10
Jane Street
New York
$30.7M -$22.6M -947,916 -43%
WWA
11
WCG Wealth Advisors
Nevada
$28M +$1.91M +80,074 +8%
RJA
12
Raymond James & Associates
Florida
$23.8M +$15.2K +635 +0.1%
UBS Group
13
UBS Group
Switzerland
$21.2M -$19.9M -832,273 -49%
BWM
14
Baystate Wealth Management
Massachusetts
$19.8M +$281K +11,756 +1%
GA
15
Goldstein Advisors
Wisconsin
$19M +$18.3M +764,738 New
CGL
16
Clarius Group LLC
Washington
$17.4M -$2.69M -112,865 -14%
CCM
17
Coldstream Capital Management
Washington
$14.7M +$14.2M +593,619 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$14.7M -$4.68M -196,189 -25%
LPL Financial
19
LPL Financial
California
$13.4M -$2.93M -122,867 -19%
Ameriprise
20
Ameriprise
Minnesota
$12.1M -$1.63M -68,441 -12%
QA
21
Quantitative Advantage
Minnesota
$10.8M -$138K -5,769 -1%
JMPWA
22
JP Morgan Private Wealth Advisors
California
$8.75M +$1.16M +48,625 +16%
Wells Fargo
23
Wells Fargo
California
$8.51M -$1.38M -57,613 -14%
WPIC
24
White Pine Investment Company
Michigan
$7.3M -$2.49M -104,429 -26%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$6.84M -$1.94M -81,308 -23%

RODM Hedge Fund Activity: Q4 2022 in Review

127 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Developed Markets ex-US ETF (RODM) for Q4 2022, worth a combined $1.23B — up 29% from $952M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new RODM positions and 20 closed out — a net gain of 3 holders — while 32 added to existing stakes and 57 trimmed.

The largest buyer was Avantax Advisory Services, adding an estimated $37.9M. The largest seller was Jane Street, cutting an estimated $22.6M.

  • 127 institutional investors held Hartford Multifactor Developed Markets ex-US ETF (RODM) as of Q4 2022, down from 128 in Q3 2022.
  • Funds reported $1.23B of Hartford Multifactor Developed Markets ex-US ETF stock for Q4 2022, up 29% quarter-over-quarter.
  • 23 funds opened new Hartford Multifactor Developed Markets ex-US ETF positions in Q4 2022 and 20 closed out, a net change of +3 holders.
  • The largest Hartford Multifactor Developed Markets ex-US ETF buyer in Q4 2022 was Avantax Advisory Services, an estimated $37.9M added.
  • The largest Hartford Multifactor Developed Markets ex-US ETF seller in Q4 2022 was Jane Street, an estimated $22.6M sold.

Based on aggregated 13F filings for Q4 2022.