Hartford Multifactor REIT ETF
RORE
RORE was delisted on the 7th of August, 2020.
9 hedge funds and large institutions have $7.01M invested in Hartford Multifactor REIT ETF in 2019 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 2 closing their positions.
82% more capital invested
Capital invested by funds: $3.85M → $7.01M (+$3.16M)
0% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 4
10% less funds holding
Funds holding: 10 → 9 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$3.05M |
| 2 |
AG
Advisor Group
Phoenix,
Arizona
|
+$189K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$19.7K |
| 4 |
LPL Financial
San Diego,
California
|
+$13.2K |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$15 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$231K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$198K |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$61.1K |
| 4 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$59.3K |
| 5 |
LS
Lattice Strategies
Wayne,
Pennsylvania
|
-$49.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCI
1
Brinker Capital Investments
Berwyn,
Pennsylvania
| $3.89M | +$3.05M | +200,000 | +400% |
|
2
UBS Group
Zurich,
Switzerland
| $1.15M | -$25.7K | -1,682 | -2% |
|
|
LS
3
Lattice Strategies
Wayne,
Pennsylvania
| $638K | -$49.9K | -3,270 | -7% |
|
|
4
LPL Financial
San Diego,
California
| $526K | +$13.2K | +865 | +3% |
|
|
AAS
5
Avantax Advisory Services
Dallas,
Texas
| $287K | -$59.3K | -3,887 | -17% |
|
|
LTFS
6
Ladenburg Thalmann Financial Services
Miami,
Florida
| $252K | -$61.1K | -4,000 | -20% |
|
|
AG
7
Advisor Group
Phoenix,
Arizona
| $237K | +$189K | +12,400 | +435% |
|
|
8
Bank of America
Charlotte,
North Carolina
| $25K | +$19.7K | +1,288 | +429% |
|
|
9
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$231K | -16,872 | Closed |
|
|
10
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$198K | -14,425 | Closed |
|
|
11
Fidelity Investments
Boston,
Massachusetts
| – | +$15 | +1 | New |
|
RORE Hedge Fund Activity: Q1 2019 in Review
9 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor REIT ETF (RORE) for Q1 2019, worth a combined $7.01M — up 82% from $3.85M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of RORE and 1 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 4 added.
The largest buyer was Brinker Capital Investments, adding an estimated $3.05M. The largest seller was Commonwealth Equity Services, exiting entirely with an estimated $231K sold.
- 9 institutional investors held Hartford Multifactor REIT ETF (RORE) as of Q1 2019, down from 10 in Q4 2018.
- Funds reported $7.01M of Hartford Multifactor REIT ETF stock for Q1 2019, up 82% quarter-over-quarter.
- 1 fund opened new Hartford Multifactor REIT ETF positions in Q1 2019 and 2 closed out, a net change of -1 holder.
- The largest Hartford Multifactor REIT ETF buyer in Q1 2019 was Brinker Capital Investments, an estimated $3.05M added.
- The largest Hartford Multifactor REIT ETF seller in Q1 2019 was Commonwealth Equity Services, an estimated $231K sold.
Based on aggregated 13F filings for Q1 2019.