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Hartford Multifactor Developed Markets ex-US ETF

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.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

1.32% more ownership

Funds ownership: 80.99%82.31% (+1.3%)

1% more funds holding

Funds holding: 105106 (+1)

6% less capital invested

Capital invested by funds: $920M → $864M (-$55.8M)

41% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 49

Holders
106
Holders Change
+1
Holders Change %
+0.95%
% of All Funds
1.4%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
1
Cerity Partners
New York
$151M +$1.73M +58,399 +1%
HFM
2
Hartford Funds Management
Pennsylvania
$94.2M +$1.31M +44,348 +1%
Morgan Stanley
3
Morgan Stanley
New York
$94.1M -$1.82M -61,408 -2%
Bank of America
4
Bank of America
North Carolina
$77.3M -$5.37M -181,291 -6%
MCCA
5
Mill Creek Capital Advisors
Pennsylvania
$58.7M -$2.58M -87,048 -4%
FM
6
Foster & Motley
Ohio
$58.3M +$3.07M +103,703 +5%
Mariner
7
Mariner
Kansas
$26.3M +$1.05M +35,411 +4%
IA
8
Intellus Advisors
Florida
$24.6M +$25.7M +866,545 New
Raymond James Financial
9
Raymond James Financial
Florida
$24.5M +$25.5M +860,534 New
WWA
10
WCG Wealth Advisors
Nevada
$22.9M +$224K +7,560 +0.9%
LPL Financial
11
LPL Financial
California
$22.5M +$300K +10,113 +1%
PAG
12
Private Advisor Group
New Jersey
$21M +$1.12M +37,745 +5%
TC
13
Trilogy Capital
California
$18.6M +$103K +3,489 +0.5%
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$14.2M +$789K +26,643 +6%
UBS Group
15
UBS Group
Switzerland
$13.1M +$508K +17,145 +4%
WIA
16
World Investment Advisors
California
$11.9M +$1.53M +51,656 +14%
GA
17
Goldstein Advisors
Wisconsin
$11.7M +$687K +23,193 +6%
AAS
18
Avantax Advisory Services
Texas
$9M -$304K -10,257 -3%
CWM
19
Cornerstone Wealth Management
Missouri
$8.1M +$101K +3,404 +1%
Lido Advisors
20
Lido Advisors
California
$6.93M +$98.5K +3,325 +1%
BAWM
21
Bennett Associates Wealth Management
Pennsylvania
$5.65M +$74.4K +2,513 +1%
CGL
22
Clarius Group LLC
Washington
$5.63M -$487K -16,437 -8%
BPC
23
Bearing Point Capital
Minnesota
$5.61M +$5.85M +197,414 New
ECM
24
Evergreen Capital Management
Washington
$5.31M -$31.5K -1,062 -0.6%
VF
25
Vawter Financial
Ohio
$4.83M -$581K -19,628 -10%

RODM Hedge Fund Activity: Q4 2024 in Review

106 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Developed Markets ex-US ETF (RODM) for Q4 2024, worth a combined $864M — down 6.1% from $920M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new RODM positions and 8 closed out — a net gain of 4 holders — while 29 added to existing stakes and 49 trimmed.

The largest buyer was Modern Wealth Management, opening a new position worth an estimated $4.66M. The largest seller was Bank of America, cutting an estimated $5.37M.

  • 106 institutional investors held Hartford Multifactor Developed Markets ex-US ETF (RODM) as of Q4 2024, up from 105 in Q3 2024.
  • Funds reported $864M of Hartford Multifactor Developed Markets ex-US ETF stock for Q4 2024, down 6.1% quarter-over-quarter.
  • 12 funds opened new Hartford Multifactor Developed Markets ex-US ETF positions in Q4 2024 and 8 closed out, a net change of +4 holders.
  • The largest Hartford Multifactor Developed Markets ex-US ETF buyer in Q4 2024 was Modern Wealth Management, an estimated $4.66M added.
  • The largest Hartford Multifactor Developed Markets ex-US ETF seller in Q4 2024 was Bank of America, an estimated $5.37M sold.

Based on aggregated 13F filings for Q4 2024.