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Hartford Multifactor Developed Markets ex-US ETF

117 hedge funds and large institutions have $1.3B invested in Hartford Multifactor Developed Markets ex-US ETF in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 54 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.39% more ownership

Funds ownership: 85.97%87.35% (+1.4%)

2% more capital invested

Capital invested by funds: $1.28B → $1.3B (+$22.9M)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

1% less funds holding

Funds holding: 118117 (-1)

8% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 13

43% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 54

Holders
117
Holders Change
-1
Holders Change %
-0.85%
% of All Funds
1.86%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
12
Increased
31
Reduced
54
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
1
Cerity Partners
New York
$209M +$36.5M +1,385,920 +21%
MCCA
2
Mill Creek Capital Advisors
Pennsylvania
$166M +$6.94M +263,438 +4%
AAS
3
Avantax Advisory Services
Texas
$151M +$1.76M +66,826 +1%
Morgan Stanley
4
Morgan Stanley
New York
$108M -$2.89M -109,905 -3%
HFM
5
Hartford Funds Management
Pennsylvania
$85.8M -$237 -9 -0%
Bank of America
6
Bank of America
North Carolina
$70.8M -$3M -114,022 -4%
UBS Group
7
UBS Group
Switzerland
$54.8M +$5.58M +211,881 +11%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$51.3M +$310K +11,787 +0.6%
FM
9
Foster & Motley
Ohio
$45.3M +$1.54M +58,496 +3%
WWA
10
WCG Wealth Advisors
Nevada
$31.7M +$1.6M +60,584 +5%
TC
11
Trilogy Capital
California
$31.7M -$910K -34,549 -3%
RJA
12
Raymond James & Associates
Florida
$26.8M +$1.3M +49,427 +5%
BWM
13
Baystate Wealth Management
Massachusetts
$22.2M +$687K +26,085 +3%
LPL Financial
14
LPL Financial
California
$19.5M +$2.18M +82,955 +12%
CGL
15
Clarius Group LLC
Washington
$17.4M -$1.75M -66,517 -9%
AT
16
Arden Trust
Delaware
$16.7M +$1.62M +61,428 +10%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$14M +$2.31M +87,650 +19%
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
$11.5M +$591K +22,445 +5%
PAG
19
Private Advisor Group
New Jersey
$10.8M +$1.25M +47,289 +13%
Jane Street
20
Jane Street
New York
$9.46M +$9.19M +348,951 +1,748%
GA
21
Goldstein Advisors
Wisconsin
$8.07M +$203K +7,724 +3%
Ameriprise
22
Ameriprise
Minnesota
$7.34M -$4.1M -155,840 -35%
BTWM
23
Baker Tilly Wealth Management
Wisconsin
$6.45M -$112K -4,244 -2%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$6.1M +$3.72M +141,153 +146%
CWM
25
Cornerstone Wealth Management
Missouri
$5.93M +$181K +6,868 +3%

RODM Hedge Fund Activity: Q3 2023 in Review

117 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Developed Markets ex-US ETF (RODM) for Q3 2023, worth a combined $1.3B — up 1.8% from $1.28B a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of RODM and 12 opened new positions — a net loss of 1 holder — while 54 trimmed existing stakes and 31 added.

The largest buyer was Cerity Partners, adding an estimated $36.5M. The largest seller was Rockefeller Capital Management, cutting an estimated $6.29M.

  • 117 institutional investors held Hartford Multifactor Developed Markets ex-US ETF (RODM) as of Q3 2023, down from 118 in Q2 2023.
  • Funds reported $1.3B of Hartford Multifactor Developed Markets ex-US ETF stock for Q3 2023, up 1.8% quarter-over-quarter.
  • 12 funds opened new Hartford Multifactor Developed Markets ex-US ETF positions in Q3 2023 and 13 closed out, a net change of -1 holder.
  • The largest Hartford Multifactor Developed Markets ex-US ETF buyer in Q3 2023 was Cerity Partners, an estimated $36.5M added.
  • The largest Hartford Multifactor Developed Markets ex-US ETF seller in Q3 2023 was Rockefeller Capital Management, an estimated $6.29M sold.

Based on aggregated 13F filings for Q3 2023.