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Hartford Multifactor Developed Markets ex-US ETF

114 hedge funds and large institutions have $1.01B invested in Hartford Multifactor Developed Markets ex-US ETF in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 32 increasing their positions, 55 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

2% less funds holding

Funds holding: 116114 (-2)

11.3% less ownership

Funds ownership: 94.81%83.51% (-11%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

31% less capital invested

Capital invested by funds: $1.45B → $1.01B (-$444M)

42% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 55

Holders
114
Holders Change
-2
Holders Change %
-1.72%
% of All Funds
1.64%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
12
Increased
32
Reduced
55
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
1
Cerity Partners
New York
$142M -$80.2M -2,934,731 -37%
Morgan Stanley
2
Morgan Stanley
New York
$106M -$107M -3,910,086 -51%
HFM
3
Hartford Funds Management
Pennsylvania
$93.5M +$151K +5,534 +0.2%
Bank of America
4
Bank of America
North Carolina
$79M +$1.18M +43,263 +2%
MCCA
5
Mill Creek Capital Advisors
Pennsylvania
$71.5M -$111M -4,062,508 -61%
FM
6
Foster & Motley
Ohio
$52.6M +$1.51M +55,349 +3%
UBS Group
7
UBS Group
Switzerland
$52.4M -$3.45M -126,088 -6%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$36.3M -$18.7M -685,667 -35%
TC
9
Trilogy Capital
California
$29.8M -$1.92M -70,290 -6%
RJA
10
Raymond James & Associates
Florida
$29M -$422K -15,425 -1%
Mariner
11
Mariner
Kansas
$24.4M +$23.1M +845,372 +3,437%
LPL Financial
12
LPL Financial
California
$21.9M +$692K +25,310 +3%
WWA
13
WCG Wealth Advisors
Nevada
$21.8M -$6.94M -253,869 -25%
OMC
14
Old Mission Capital
Illinois
$19.2M +$16.5M +604,678 +756%
AT
15
Arden Trust
Delaware
$18.6M +$41.5K +1,518 +0.2%
SPIA
16
Steward Partners Investment Advisory
New York
$12.9M +$12.6M +461,471 +230,736%
AAS
17
Avantax Advisory Services
Texas
$12.6M -$125M -4,570,560 -91%
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
$12.6M -$107K -3,929 -0.9%
PAG
19
Private Advisor Group
New Jersey
$12.4M +$366K +13,382 +3%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$11.9M -$913K -33,394 -7%
GA
21
Goldstein Advisors
Wisconsin
$9.59M +$638K +23,325 +7%
CGL
22
Clarius Group LLC
Washington
$9.38M -$8.27M -302,385 -47%
CWM
23
Cornerstone Wealth Management
Missouri
$7.09M +$249K +9,112 +4%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$6.25M +$226K +8,273 +4%
VF
25
Vawter Financial
Ohio
$6.12M -$1.12M -41,027 -16%

RODM Hedge Fund Activity: Q1 2024 in Review

114 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Developed Markets ex-US ETF (RODM) for Q1 2024, worth a combined $1.01B — down 31% from $1.45B a quarter earlier.

Fund positioning in RODM was balanced in Q1 2024: 12 funds opened new positions, 12 closed out, 32 added to existing stakes and 55 trimmed.

The largest buyer was Mariner, adding an estimated $23.1M. The largest seller was Avantax Advisory Services, cutting an estimated $125M.

  • 114 institutional investors held Hartford Multifactor Developed Markets ex-US ETF (RODM) as of Q1 2024, down from 116 in Q4 2023.
  • Funds reported $1.01B of Hartford Multifactor Developed Markets ex-US ETF stock for Q1 2024, down 31% quarter-over-quarter.
  • 12 funds opened new Hartford Multifactor Developed Markets ex-US ETF positions in Q1 2024 and 12 closed out, a net change of 0 holders.
  • The largest Hartford Multifactor Developed Markets ex-US ETF buyer in Q1 2024 was Mariner, an estimated $23.1M added.
  • The largest Hartford Multifactor Developed Markets ex-US ETF seller in Q1 2024 was Avantax Advisory Services, an estimated $125M sold.

Based on aggregated 13F filings for Q1 2024.