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Hartford Multifactor Developed Markets ex-US ETF

118 hedge funds and large institutions have $1.28B invested in Hartford Multifactor Developed Markets ex-US ETF in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 36 increasing their positions, 57 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

14% more capital invested

Capital invested by funds: $1.12B → $1.28B (+$158M)

11.14% more ownership

Funds ownership: 74.83%85.97% (+11%)

5% less funds holding

Funds holding: 124118 (-6)

29% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 14

37% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 57

Holders
118
Holders Change
-6
Holders Change %
-4.84%
% of All Funds
1.85%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
10
Increased
36
Reduced
57
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
1
Cerity Partners
New York
$178M +$181M +6,757,613 New
MCCA
2
Mill Creek Capital Advisors
Pennsylvania
$163M +$15M +562,845 +10%
AAS
3
Avantax Advisory Services
Texas
$153M -$685K -25,619 -0.4%
Morgan Stanley
4
Morgan Stanley
New York
$114M -$2.99M -111,852 -3%
HFM
5
Hartford Funds Management
Pennsylvania
$88.1M -$16.6M -621,805 -16%
Bank of America
6
Bank of America
North Carolina
$75.6M -$3.28M -122,801 -4%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$52.3M +$380K +14,208 +0.7%
UBS Group
8
UBS Group
Switzerland
$50.7M +$8.52M +318,816 +20%
FM
9
Foster & Motley
Ohio
$44.9M +$144K +5,390 +0.3%
TC
10
Trilogy Capital
California
$34.3M -$1.45M -54,066 -4%
WWA
11
WCG Wealth Advisors
Nevada
$30.5M -$861K -32,192 -3%
RJA
12
Raymond James & Associates
Florida
$26.2M +$779K +29,126 +3%
BWM
13
Baystate Wealth Management
Massachusetts
$22.1M +$873K +32,665 +4%
CGL
14
Clarius Group LLC
Washington
$19.6M +$109K +4,093 +0.6%
LPL Financial
15
LPL Financial
California
$17.8M +$4.88M +182,518 +37%
AT
16
Arden Trust
Delaware
$15.6M +$7.17M +268,132 +83%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$12M -$1.2M -45,058 -9%
Ameriprise
18
Ameriprise
Minnesota
$11.6M +$78.9K +2,952 +0.7%
CAPTRUST Financial Advisors
19
CAPTRUST Financial Advisors
North Carolina
$11.2M +$11.4M +425,679 New
PAG
20
Private Advisor Group
New Jersey
$9.88M +$1.81M +67,722 +22%
GA
21
Goldstein Advisors
Wisconsin
$8.08M -$174K -6,499 -2%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$7.07M -$28.7K -1,073 -0.4%
VF
23
Vawter Financial
Ohio
$7M -$169K -6,329 -2%
CCM
24
Coldstream Capital Management
Washington
$6.91M -$4.34M -162,506 -38%
BTWM
25
Baker Tilly Wealth Management
Wisconsin
$6.73M -$27.1K -1,013 -0.4%

RODM Hedge Fund Activity: Q2 2023 in Review

118 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Developed Markets ex-US ETF (RODM) for Q2 2023, worth a combined $1.28B — up 14% from $1.12B a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of RODM and 10 opened new positions — a net loss of 4 holders — while 57 trimmed existing stakes and 36 added.

The largest buyer was Cerity Partners, opening a new position worth an estimated $181M. The largest seller was Jane Street, cutting an estimated $18.4M.

  • 118 institutional investors held Hartford Multifactor Developed Markets ex-US ETF (RODM) as of Q2 2023, down from 124 in Q1 2023.
  • Funds reported $1.28B of Hartford Multifactor Developed Markets ex-US ETF stock for Q2 2023, up 14% quarter-over-quarter.
  • 10 funds opened new Hartford Multifactor Developed Markets ex-US ETF positions in Q2 2023 and 14 closed out, a net change of -4 holders.
  • The largest Hartford Multifactor Developed Markets ex-US ETF buyer in Q2 2023 was Cerity Partners, an estimated $181M added.
  • The largest Hartford Multifactor Developed Markets ex-US ETF seller in Q2 2023 was Jane Street, an estimated $18.4M sold.

Based on aggregated 13F filings for Q2 2023.