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Hartford Multifactor Developed Markets ex-US ETF
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Overview Fund Activity

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.

Holders
108
Holders Change
-6
Holders Change %
-5.26%
% of All Funds
1.57%
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
KIM
1
Kestra Investment Management
Texas
$14.6M
2
PAG
2
Private Advisor Group
New Jersey
$18.1M
3
MCM
3
MAI Capital Management
Ohio
$3.43M
4
WWA
4
WCG Wealth Advisors
Nevada
$23.3M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$13.3M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$12.7M
2
OMC
2
Old Mission Capital
Illinois
$0
3
TC
3
Trilogy Capital
California
$18.4M
4
MCCA
4
Mill Creek Capital Advisors
Pennsylvania
$62.3M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5.17M
Name Market Value Shares Shares
Change 		Shares
Change %
Cerity Partners
1
Cerity Partners
New York
$141M 5,099,670 +22,328 +0.4%
Morgan Stanley
2
Morgan Stanley
New York
$102M 3,689,427 -103,235 -3%
HFM
3
Hartford Funds Management
Pennsylvania
$92.4M 3,345,605 +27 +0%
Bank of America
4
Bank of America
North Carolina
$78.7M 2,848,088 +26,797 +0.9%
MCCA
5
Mill Creek Capital Advisors
Pennsylvania
$62.3M 2,253,681 -299,439 -12%
FM
6
Foster & Motley
Ohio
$52.7M 1,908,324 +31,326 +2%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$35.3M 1,278,758 -16,617 -1%
RJA
8
Raymond James & Associates
Florida
$27.9M 1,011,276 -24,618 -2%
Mariner
9
Mariner
Kansas
$23.8M 862,473 -7,496 -0.9%
WWA
10
WCG Wealth Advisors
Nevada
$23.3M 843,387 +63,198 +8%
LPL Financial
11
LPL Financial
California
$21M 761,642 -19,756 -3%
TC
12
Trilogy Capital
California
$18.4M 666,789 -398,109 -37%
PAG
13
Private Advisor Group
New Jersey
$18.1M 656,431 +215,120 +49%
KIM
14
Kestra Investment Management
Texas
$14.6M 527,678 +527,678 New
AT
15
Arden Trust
Delaware
$13.4M 486,191 -176,533 -27%
CAPTRUST Financial Advisors
16
CAPTRUST Financial Advisors
North Carolina
$13.3M 480,075 +31,749 +7%
SPIA
17
Steward Partners Investment Advisory
New York
$12.8M 464,825 +3,154 +0.7%
UBS Group
18
UBS Group
Switzerland
$12.7M 458,393 -1,413,949 -76%
AAS
19
Avantax Advisory Services
Texas
$10.3M 371,627 -77,197 -17%
GA
20
Goldstein Advisors
Wisconsin
$9.95M 360,304 +17,943 +5%
CGL
21
Clarius Group LLC
Washington
$7.62M 275,879 -58,978 -18%
CWM
22
Cornerstone Wealth Management
Missouri
$7.53M 272,750 +19,540 +8%
Lido Advisors
23
Lido Advisors
California
$6.61M 234,314 +20,299 +9%
VF
24
Vawter Financial
Ohio
$5.67M 205,340 -13,269 -6%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$5.46M 197,658 -25,481 -11%
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