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Hartford Multifactor Developed Markets ex-US ETF

124 hedge funds and large institutions have $1.12B invested in Hartford Multifactor Developed Markets ex-US ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 37 increasing their positions, 59 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 12

2% less funds holding

Funds holding: 127124 (-3)

9% less capital invested

Capital invested by funds: $1.23B → $1.12B (-$113M)

12.04% less ownership

Funds ownership: 86.87%74.83% (-12%)

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

37% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 59

Holders
124
Holders Change
-3
Holders Change %
-2.36%
% of All Funds
1.98%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.1%
New
13
Increased
37
Reduced
59
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
1
Avantax Advisory Services
Texas
$154M -$1.92M -73,993 -1%
MCCA
2
Mill Creek Capital Advisors
Pennsylvania
$149M +$8.6M +331,207 +6%
Morgan Stanley
3
Morgan Stanley
New York
$117M -$7.73M -297,675 -6%
HFM
4
Hartford Funds Management
Pennsylvania
$104M -$592K -22,781 -0.6%
Bank of America
5
Bank of America
North Carolina
$78.9M +$4.71M +181,355 +6%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$52M -$8.88M -341,821 -15%
FM
7
Foster & Motley
Ohio
$44.8M -$193K -7,437 -0.4%
UBS Group
8
UBS Group
Switzerland
$42.3M +$19.6M +753,546 +88%
TC
9
Trilogy Capital
California
$34.8M +$82.2K +3,165 +0.2%
WWA
10
WCG Wealth Advisors
Nevada
$31.4M +$1.56M +60,245 +5%
RJA
11
Raymond James & Associates
Florida
$25.4M +$142K +5,461 +0.6%
BWM
12
Baystate Wealth Management
Massachusetts
$21.3M +$224K +8,632 +1%
CGL
13
Clarius Group LLC
Washington
$19.5M +$1.01M +38,819 +6%
Jane Street
14
Jane Street
New York
$18.7M -$13.8M -530,067 -43%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$13.2M -$2.36M -91,036 -15%
LPL Financial
16
LPL Financial
California
$13M -$1.15M -44,141 -8%
Ameriprise
17
Ameriprise
Minnesota
$11.6M -$1.26M -48,419 -10%
QA
18
Quantitative Advantage
Minnesota
$11.2M -$252K -9,713 -2%
CCM
19
Coldstream Capital Management
Washington
$11.2M -$4.38M -168,717 -28%
JMPWA
20
JP Morgan Private Wealth Advisors
California
$9.58M +$281K +10,827 +3%
AT
21
Arden Trust
Delaware
$8.51M +$8.39M +323,169 New
GA
22
Goldstein Advisors
Wisconsin
$8.25M -$11.7M -451,353 -59%
PAG
23
Private Advisor Group
New Jersey
$8.08M +$288K +11,075 +4%
OMC
24
Old Mission Capital
Illinois
$7.35M +$5.89M +226,585 +430%
VF
25
Vawter Financial
Ohio
$7.17M +$769K +29,619 +12%

RODM Hedge Fund Activity: Q1 2023 in Review

124 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Developed Markets ex-US ETF (RODM) for Q1 2023, worth a combined $1.12B — down 9.1% from $1.23B a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new RODM positions and 12 closed out — a net gain of 1 holder — while 37 added to existing stakes and 59 trimmed.

The largest buyer was UBS Group, adding an estimated $19.6M. The largest seller was Jane Street, cutting an estimated $13.8M.

  • 124 institutional investors held Hartford Multifactor Developed Markets ex-US ETF (RODM) as of Q1 2023, down from 127 in Q4 2022.
  • Funds reported $1.12B of Hartford Multifactor Developed Markets ex-US ETF stock for Q1 2023, down 9.1% quarter-over-quarter.
  • 13 funds opened new Hartford Multifactor Developed Markets ex-US ETF positions in Q1 2023 and 12 closed out, a net change of +1 holder.
  • The largest Hartford Multifactor Developed Markets ex-US ETF buyer in Q1 2023 was UBS Group, an estimated $19.6M added.
  • The largest Hartford Multifactor Developed Markets ex-US ETF seller in Q1 2023 was Jane Street, an estimated $13.8M sold.

Based on aggregated 13F filings for Q1 2023.