RODM icon

Hartford Multifactor Developed Markets ex-US ETF
RODM

Overview Fund Activity

106 hedge funds and large institutions have $864M invested in Hartford Multifactor Developed Markets ex-US ETF in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 49 reducing their positions, and 8 closing their positions.

Holders
106
Holders Change
+1
Holders Change %
+0.95%
% of All Funds
1.41%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
12
Increased
29
Reduced
49
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IA
1
Intellus Advisors
Florida
$24.6M
2
Raymond James Financial
2
Raymond James Financial
Florida
$24.5M
3
BPC
3
Bearing Point Capital
Minnesota
$5.61M
4
MWM
4
Modern Wealth Management
Kansas
$4.47M
5
FM
5
Foster & Motley
Ohio
$58.3M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$77.3M
2
MCCA
2
Mill Creek Capital Advisors
Pennsylvania
$58.7M
3
CCA
3
Cobblestone Capital Advisors
New York
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$94.1M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$221K
Name Market Value Shares Shares
Change 		Shares
Change %
Cerity Partners
1
Cerity Partners
New York
$151M 5,305,626 +58,399 +1%
HFM
2
Hartford Funds Management
Pennsylvania
$94.2M 3,315,750 +44,348 +1%
Morgan Stanley
3
Morgan Stanley
New York
$94.1M 3,310,402 -61,408 -2%
Bank of America
4
Bank of America
North Carolina
$77.3M 2,720,841 -181,291 -6%
MCCA
5
Mill Creek Capital Advisors
Pennsylvania
$58.7M 2,064,973 -87,048 -4%
FM
6
Foster & Motley
Ohio
$58.3M 2,052,663 +103,703 +5%
Mariner
7
Mariner
Kansas
$26.3M 925,942 +35,411 +4%
IA
8
Intellus Advisors
Florida
$24.6M 866,545 +866,545 New
Raymond James Financial
9
Raymond James Financial
Florida
$24.5M 860,534 +860,534 New
WWA
10
WCG Wealth Advisors
Nevada
$22.9M 805,226 +7,560 +0.9%
LPL Financial
11
LPL Financial
California
$22.5M 792,854 +10,113 +1%
PAG
12
Private Advisor Group
New Jersey
$21M 737,497 +37,745 +5%
TC
13
Trilogy Capital
California
$18.6M 655,784 +3,489 +0.5%
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$14.2M 499,870 +26,643 +6%
UBS Group
15
UBS Group
Switzerland
$13.1M 461,615 +17,145 +4%
WIA
16
World Investment Advisors
California
$11.9M 417,943 +51,656 +14%
GA
17
Goldstein Advisors
Wisconsin
$11.7M 410,692 +23,193 +6%
AAS
18
Avantax Advisory Services
Texas
$9M 316,817 -10,257 -3%
CWM
19
Cornerstone Wealth Management
Missouri
$8.1M 284,974 +3,404 +1%
Lido Advisors
20
Lido Advisors
California
$6.93M 243,853 +3,325 +1%
BAWM
21
Bennett Associates Wealth Management
Pennsylvania
$5.65M 198,773 +2,513 +1%
CGL
22
Clarius Group LLC
Washington
$5.63M 198,260 -16,437 -8%
BPC
23
Bearing Point Capital
Minnesota
$5.61M 197,414 +197,414 New
ECM
24
Evergreen Capital Management
Washington
$5.31M 186,775 -1,062 -0.6%
VF
25
Vawter Financial
Ohio
$4.83M 169,958 -19,628 -10%
1
2 3 4 5