We are live on ! Find out more
ROSC icon

Hartford Multifactor Small Cap ETF

23 hedge funds and large institutions have $42.7M invested in Hartford Multifactor Small Cap ETF in 2026 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

197% more capital invested

Capital invested by funds: $14.4M → $42.7M (+$28.3M)

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

80% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 5

45.43% more ownership

Funds ownership: 40.75%86.18% (+45%)

15% more funds holding

Funds holding: 2023 (+3)

Holders
23
Holders Change
+3
Holders Change %
+15%
% of All Funds
0.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
9
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1
Blueprint Financial Advisors
North Carolina
$13.1M +$13.4M +270,887 New
BIP
2
Blueprint Investment Partners
North Carolina
$13.1M +$13.4M +270,887 New
LPL Financial
3
LPL Financial
California
$8.63M +$637K +12,905 +8%
SWIA
4
Solano Wealth Investment Advisors
California
$1.31M -$57.1K -1,158 -4%
GWP
5
Gateway Wealth Partners
Wisconsin
$991K +$526K +10,656 +108%
Raymond James Financial
6
Raymond James Financial
Florida
$892K +$911K +18,470 New
PAG
7
Private Advisor Group
New Jersey
$626K +$296 +6 +0%
SB
8
Strategic Blueprint
Georgia
$605K +$618K +12,526 New
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$533K -$66.4K -1,346 -11%
TSMHT
10
Thurston Springer Miller Herd & Titak
Indiana
$503K -$71.5K -1,449 -12%
AFP
11
ATLas Financial Planning
Georgia
$422K
HI
12
Harbour Investments
Wisconsin
$345K +$58.4K +1,183 +20%
FPAS
13
Focus Partners Advisor Solutions
Missouri
$276K +$1.04K +21 +0.4%
NWM
14
Northwest Wealth Management
Iowa
$276K +$1.04K +21 +0.4%
Mariner
15
Mariner
Kansas
$234K +$239K +4,842 New
GBFP
16
Golden Bell Financial Planning
Georgia
$224K
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$223K -$27.5K -557 -11%
VHAM
18
Van Hulzen Asset Management
California
$203K +$207K +4,201 New
WWMSC
19
Wagner Wealth Management (South Carolina)
South Carolina
$85.4K +$99 +2 +0.1%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$61.3K -$13.1K -265 -17%
Osaic Holdings
21
Osaic Holdings
Arizona
$43.6K +$24.7K +500 +124%
UBS Group
22
UBS Group
Switzerland
$6.42K +$6.22K +126 +1,800%
CFD
23
Creative Financial Designs
Indiana
$3.84K
Wells Fargo
24
Wells Fargo
California
$15
Citadel Advisors
25
Citadel Advisors
Florida
-$756K -16,090 Closed

ROSC Hedge Fund Activity: Q1 2026 in Review

23 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Small Cap ETF (ROSC) for Q1 2026, worth a combined $42.7M — up 197% from $14.4M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new ROSC positions and 3 closed out — a net gain of 3 holders — while 9 added to existing stakes and 5 trimmed.

The largest buyer was Blueprint Financial Advisors, opening a new position worth an estimated $13.4M. The largest seller was Citadel Advisors, exiting entirely with an estimated $756K sold.

  • 23 institutional investors held Hartford Multifactor Small Cap ETF (ROSC) as of Q1 2026, up from 20 in Q4 2025.
  • Funds reported $42.7M of Hartford Multifactor Small Cap ETF stock for Q1 2026, up 197% quarter-over-quarter.
  • 6 funds opened new Hartford Multifactor Small Cap ETF positions in Q1 2026 and 3 closed out, a net change of +3 holders.
  • The largest Hartford Multifactor Small Cap ETF buyer in Q1 2026 was Blueprint Financial Advisors, an estimated $13.4M added.
  • The largest Hartford Multifactor Small Cap ETF seller in Q1 2026 was Citadel Advisors, an estimated $756K sold.

Based on aggregated 13F filings for Q1 2026.