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Hartford Multifactor Developed Markets ex-US ETF
RODM

108 hedge funds and large institutions have $900M invested in Hartford Multifactor Developed Markets ex-US ETF in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 59 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.73% less ownership

Funds ownership: 83.51% → 82.78% (-0.73%)

5% less funds holding

Funds holding: 114 → 108 (-6)

11% less capital invested

Capital invested by funds: $1.01B → $900M (-$109M)

33% less funds holding in top 10

Funds holding in top 10: 6 → 4 (-2)

33% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 15

69% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 59

Holders
108
Holders Change
-6
Holders Change %
-5.26%
% of All Funds
1.56%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
10
Increased
18
Reduced
59
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAG
Private Advisor Group
New Jersey
+$6.03M
2
MCM
MAI Capital Management
Ohio
+$3.48M
3
WWA
WCG Wealth Advisors
Nevada
+$1.77M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$890K
5
FM
Foster & Motley
Ohio
+$878K

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$39.6M
2
OMC
Old Mission Capital
Illinois
-$19.2M
3
TC
Trilogy Capital
California
-$11.2M
4
MCCA
Mill Creek Capital Advisors
Pennsylvania
-$8.39M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$6.72M
Name Holding Trade Value Shares
Change 		Change in
Stake
Cerity Partners
1
Cerity Partners
New York
$141M +$626K +22,328 +0.4%
Morgan Stanley
2
Morgan Stanley
New York
$102M -$2.89M -103,235 -3%
HFM
3
Hartford Funds Management
Pennsylvania
$92.4M +$757 +27 +0%
Bank of America
4
Bank of America
North Carolina
$78.7M +$751K +26,797 +0.9%
MCCA
5
Mill Creek Capital Advisors
Pennsylvania
$62.3M -$8.39M -299,439 -12%
FM
6
Foster & Motley
Ohio
$52.7M +$878K +31,326 +2%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$35.3M -$466K -16,617 -1%
RJA
8
Raymond James & Associates
Florida
$27.9M -$690K -24,618 -2%
Mariner
9
Mariner
Kansas
$23.8M -$210K -7,496 -0.9%
WWA
10
WCG Wealth Advisors
Nevada
$23.3M +$1.77M +63,198 +8%
LPL Financial
11
LPL Financial
California
$21M -$554K -19,756 -3%
TC
12
Trilogy Capital
California
$18.4M -$11.2M -398,109 -37%
PAG
13
Private Advisor Group
New Jersey
$18.1M +$6.03M +215,120 +49%
KIM
14
Kestra Investment Management
Texas
$14.6M +$14.8M +527,678 New
AT
15
Arden Trust
Delaware
$13.4M -$4.95M -176,533 -27%
CAPTRUST Financial Advisors
16
CAPTRUST Financial Advisors
North Carolina
$13.3M +$890K +31,749 +7%
SPIA
17
Steward Partners Investment Advisory
New York
$12.8M +$88.4K +3,154 +0.7%
UBS Group
18
UBS Group
Switzerland
$12.7M -$39.6M -1,413,949 -76%
AAS
19
Avantax Advisory Services
Texas
$10.3M -$2.16M -77,197 -17%
GA
20
Goldstein Advisors
Wisconsin
$9.95M +$503K +17,943 +5%
CGL
21
Clarius Group LLC
Washington
$7.62M -$1.65M -58,978 -18%
CWM
22
Cornerstone Wealth Management
Missouri
$7.53M +$548K +19,540 +8%
Lido Advisors
23
Lido Advisors
California
$6.61M +$569K +20,299 +9%
VF
24
Vawter Financial
Ohio
$5.67M -$372K -13,269 -6%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$5.46M -$714K -25,481 -11%
1
2 3 4 5

RODM Hedge Fund Activity: Q2 2024 in Review

108 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Developed Markets ex-US ETF (RODM) for Q2 2024, worth a combined $900M — down 11% from $1.01B a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of RODM and 10 opened new positions — a net loss of 5 holders — while 59 trimmed existing stakes and 18 added.

The largest buyer was Private Advisor Group, adding an estimated $6.03M. The largest seller was UBS Group, cutting an estimated $39.6M.

  • 108 institutional investors held Hartford Multifactor Developed Markets ex-US ETF (RODM) as of Q2 2024, down from 114 in Q1 2024.
  • Funds reported $900M of Hartford Multifactor Developed Markets ex-US ETF stock for Q2 2024, down 11% quarter-over-quarter.
  • 10 funds opened new Hartford Multifactor Developed Markets ex-US ETF positions in Q2 2024 and 15 closed out, a net change of -5 holders.
  • The largest Hartford Multifactor Developed Markets ex-US ETF buyer in Q2 2024 was Private Advisor Group, an estimated $6.03M added.
  • The largest Hartford Multifactor Developed Markets ex-US ETF seller in Q2 2024 was UBS Group, an estimated $39.6M sold.

Based on aggregated 13F filings for Q2 2024.