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Hartford Multifactor Developed Markets ex-US ETF

105 hedge funds and large institutions have $920M invested in Hartford Multifactor Developed Markets ex-US ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 55 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $900M → $920M (+$20M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1.8% less ownership

Funds ownership: 82.78%80.99% (-1.8%)

3% less funds holding

Funds holding: 108105 (-3)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

49% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 55

Holders
105
Holders Change
-3
Holders Change %
-2.78%
% of All Funds
1.51%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
8
Increased
28
Reduced
55
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
1
Cerity Partners
New York
$160M +$4.29M +147,557 +3%
Morgan Stanley
2
Morgan Stanley
New York
$103M -$9.24M -317,617 -9%
HFM
3
Hartford Funds Management
Pennsylvania
$99.8M -$2.16M -74,203 -2%
Bank of America
4
Bank of America
North Carolina
$88.5M +$1.57M +54,044 +2%
MCCA
5
Mill Creek Capital Advisors
Pennsylvania
$65.6M -$2.96M -101,660 -5%
FM
6
Foster & Motley
Ohio
$59.4M +$1.18M +40,636 +2%
RJA
7
Raymond James & Associates
Florida
$29.9M -$932K -32,040 -3%
Mariner
8
Mariner
Kansas
$27.2M +$816K +28,058 +3%
WWA
9
WCG Wealth Advisors
Nevada
$24.3M -$1.33M -45,721 -5%
LPL Financial
10
LPL Financial
California
$23.9M +$614K +21,099 +3%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$22.1M -$16.2M -555,405 -43%
PAG
12
Private Advisor Group
New Jersey
$21.3M +$1.26M +43,321 +7%
TC
13
Trilogy Capital
California
$19.9M -$422K -14,494 -2%
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$14.4M -$199K -6,848 -1%
UBS Group
15
UBS Group
Switzerland
$13.6M -$405K -13,923 -3%
GA
16
Goldstein Advisors
Wisconsin
$11.8M +$791K +27,195 +8%
WIA
17
World Investment Advisors
California
$11.2M +$10.7M +366,287 New
AAS
18
Avantax Advisory Services
Texas
$9.98M -$1.3M -44,553 -12%
CWM
19
Cornerstone Wealth Management
Missouri
$8.59M +$257K +8,820 +3%
Lido Advisors
20
Lido Advisors
California
$7.34M +$181K +6,214 +3%
CGL
21
Clarius Group LLC
Washington
$6.55M -$1.78M -61,182 -22%
BAWM
22
Bennett Associates Wealth Management
Pennsylvania
$5.99M +$295K +10,154 +5%
VF
23
Vawter Financial
Ohio
$5.78M -$458K -15,754 -8%
ECM
24
Evergreen Capital Management
Washington
$5.73M +$249K +8,553 +5%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$4.92M -$752K -25,830 -14%

RODM Hedge Fund Activity: Q3 2024 in Review

105 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Developed Markets ex-US ETF (RODM) for Q3 2024, worth a combined $920M — up 2.2% from $900M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of RODM and 8 opened new positions — a net loss of 2 holders — while 55 trimmed existing stakes and 28 added.

The largest buyer was World Investment Advisors, opening a new position worth an estimated $10.7M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $16.2M.

  • 105 institutional investors held Hartford Multifactor Developed Markets ex-US ETF (RODM) as of Q3 2024, down from 108 in Q2 2024.
  • Funds reported $920M of Hartford Multifactor Developed Markets ex-US ETF stock for Q3 2024, up 2.2% quarter-over-quarter.
  • 8 funds opened new Hartford Multifactor Developed Markets ex-US ETF positions in Q3 2024 and 10 closed out, a net change of -2 holders.
  • The largest Hartford Multifactor Developed Markets ex-US ETF buyer in Q3 2024 was World Investment Advisors, an estimated $10.7M added.
  • The largest Hartford Multifactor Developed Markets ex-US ETF seller in Q3 2024 was Raymond James Financial Services Advisors, an estimated $16.2M sold.

Based on aggregated 13F filings for Q3 2024.