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Hartford Multifactor Developed Markets ex-US ETF
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Overview Fund Activity

116 hedge funds and large institutions have $1.45B invested in Hartford Multifactor Developed Markets ex-US ETF in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 33 increasing their positions, 55 reducing their positions, and 11 closing their positions.

Holders
116
Holders Change
-1
Holders Change %
-0.85%
% of All Funds
1.7%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
11
Increased
33
Reduced
55
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$211M
2
Jane Street
2
Jane Street
New York
$18.9M
3
BAWM
3
Bennett Associates Wealth Management
Pennsylvania
$4.66M
4
MCCA
4
Mill Creek Capital Advisors
Pennsylvania
$181M
5
Citadel Advisors
5
Citadel Advisors
Florida
$3.85M

Top Sellers

1
AAS
1
Avantax Advisory Services
Texas
$138M
2
WWA
2
WCG Wealth Advisors
Nevada
$28.4M
3
UBS Group
3
UBS Group
Switzerland
$54.8M
4
Cerity Partners
4
Cerity Partners
New York
$220M
5
TC
5
Trilogy Capital
California
$31.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Cerity Partners
1
Cerity Partners
New York
$220M 8,012,073 -131,460 -2%
Morgan Stanley
2
Morgan Stanley
New York
$211M 7,702,748 +3,475,096 +82%
MCCA
3
Mill Creek Capital Advisors
Pennsylvania
$181M 6,615,628 +143,160 +2%
AAS
4
Avantax Advisory Services
Texas
$138M 5,019,384 -874,643 -15%
HFM
5
Hartford Funds Management
Pennsylvania
$91.6M 3,340,044 -6,244 -0.2%
Bank of America
6
Bank of America
North Carolina
$76.2M 2,778,028 +18,998 +0.7%
UBS Group
7
UBS Group
Switzerland
$54.8M 1,998,430 -139,633 -7%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$54.3M 1,981,042 -18,902 -0.9%
FM
9
Foster & Motley
Ohio
$50M 1,821,649 +55,796 +3%
TC
10
Trilogy Capital
California
$31.1M 1,135,188 -99,738 -8%
RJA
11
Raymond James & Associates
Florida
$28.8M 1,051,319 +7,599 +0.7%
WWA
12
WCG Wealth Advisors
Nevada
$28.4M 1,034,058 -186,033 -15%
BWM
13
Baystate Wealth Management
Massachusetts
$24.7M 899,400 +32,387 +4%
LPL Financial
14
LPL Financial
California
$20.7M 756,088 -3,999 -0.5%
Jane Street
15
Jane Street
New York
$18.9M 687,809 +318,894 +86%
AT
16
Arden Trust
Delaware
$18.1M 661,206 +8,477 +1%
CGL
17
Clarius Group LLC
Washington
$17.5M 637,242 -39,894 -6%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$12.6M 460,129 -84,259 -15%
CAPTRUST Financial Advisors
19
CAPTRUST Financial Advisors
North Carolina
$12.4M 452,255 +4,131 +0.9%
PAG
20
Private Advisor Group
New Jersey
$11.7M 427,929 +6,116 +1%
GA
21
Goldstein Advisors
Wisconsin
$8.75M 319,036 +4,426 +1%
VF
22
Vawter Financial
Ohio
$7.12M 259,636 +65,401 +34%
CWM
23
Cornerstone Wealth Management
Missouri
$6.69M 244,098 +12,975 +6%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$5.89M 214,866 -22,917 -10%
WWM
25
Wagner Wealth Management
South Carolina
$5.43M 197,993 +5,531 +3%
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