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Hartford Multifactor Developed Markets ex-US ETF

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.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $1.3B → $1.45B (+$153M)

7.45% more ownership

Funds ownership: 87.35%94.81% (+7.5%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

1% less funds holding

Funds holding: 117116 (-1)

40% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 55

Holders
116
Holders Change
-1
Holders Change %
-0.85%
% of All Funds
1.69%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
1
Cerity Partners
New York
$220M -$3.42M -131,460 -2%
Morgan Stanley
2
Morgan Stanley
New York
$211M +$90.3M +3,475,096 +82%
MCCA
3
Mill Creek Capital Advisors
Pennsylvania
$181M +$3.72M +143,160 +2%
AAS
4
Avantax Advisory Services
Texas
$138M -$22.7M -874,643 -15%
HFM
5
Hartford Funds Management
Pennsylvania
$91.6M -$162K -6,244 -0.2%
Bank of America
6
Bank of America
North Carolina
$76.2M +$494K +18,998 +0.7%
UBS Group
7
UBS Group
Switzerland
$54.8M -$3.63M -139,633 -7%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$54.3M -$491K -18,902 -0.9%
FM
9
Foster & Motley
Ohio
$50M +$1.45M +55,796 +3%
TC
10
Trilogy Capital
California
$31.1M -$2.59M -99,738 -8%
RJA
11
Raymond James & Associates
Florida
$28.8M +$198K +7,599 +0.7%
WWA
12
WCG Wealth Advisors
Nevada
$28.4M -$4.84M -186,033 -15%
BWM
13
Baystate Wealth Management
Massachusetts
$24.7M +$842K +32,387 +4%
LPL Financial
14
LPL Financial
California
$20.7M -$104K -3,999 -0.5%
Jane Street
15
Jane Street
New York
$18.9M +$8.29M +318,894 +86%
AT
16
Arden Trust
Delaware
$18.1M +$220K +8,477 +1%
CGL
17
Clarius Group LLC
Washington
$17.5M -$1.04M -39,894 -6%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$12.6M -$2.19M -84,259 -15%
CAPTRUST Financial Advisors
19
CAPTRUST Financial Advisors
North Carolina
$12.4M +$107K +4,131 +0.9%
PAG
20
Private Advisor Group
New Jersey
$11.7M +$159K +6,116 +1%
GA
21
Goldstein Advisors
Wisconsin
$8.75M +$115K +4,426 +1%
VF
22
Vawter Financial
Ohio
$7.12M +$1.7M +65,401 +34%
CWM
23
Cornerstone Wealth Management
Missouri
$6.69M +$337K +12,975 +6%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$5.89M -$596K -22,917 -10%
WWMSC
25
Wagner Wealth Management (South Carolina)
South Carolina
$5.43M +$144K +5,531 +3%

RODM Hedge Fund Activity: Q4 2023 in Review

116 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Developed Markets ex-US ETF (RODM) for Q4 2023, worth a combined $1.45B — up 12% from $1.3B a quarter earlier.

Fund positioning in RODM was balanced in Q4 2023: 11 funds opened new positions, 11 closed out, 33 added to existing stakes and 55 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $90.3M. The largest seller was Avantax Advisory Services, cutting an estimated $22.7M.

  • 116 institutional investors held Hartford Multifactor Developed Markets ex-US ETF (RODM) as of Q4 2023, down from 117 in Q3 2023.
  • Funds reported $1.45B of Hartford Multifactor Developed Markets ex-US ETF stock for Q4 2023, up 12% quarter-over-quarter.
  • 11 funds opened new Hartford Multifactor Developed Markets ex-US ETF positions in Q4 2023 and 11 closed out, a net change of 0 holders.
  • The largest Hartford Multifactor Developed Markets ex-US ETF buyer in Q4 2023 was Morgan Stanley, an estimated $90.3M added.
  • The largest Hartford Multifactor Developed Markets ex-US ETF seller in Q4 2023 was Avantax Advisory Services, an estimated $22.7M sold.

Based on aggregated 13F filings for Q4 2023.