Hartford Multifactor Small Cap ETF
ROSC
9 hedge funds and large institutions have $4.21M invested in Hartford Multifactor Small Cap ETF in 2021 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 5 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
7% less capital invested
Capital invested by funds: $4.55M → $4.21M (-$336K)
25% less funds holding
Funds holding: 12 → 9 (-3)
31.71% less ownership
Funds ownership: 48.18% → 16.47% (-32%)
60% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$546K |
| 2 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$317K |
| 3 |
NWM
Northwest Wealth Management
Spencer,
Iowa
|
+$204K |
| 4 |
PFGIA
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
+$77.4K |
| 5 |
Jane Street
New York
|
+$12.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$504K |
| 2 |
CAAS
Capital Asset Advisory Services
Williamston,
Michigan
|
-$405K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$305K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$213K |
| 5 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
-$127K |
ROSC Hedge Fund Activity: Q2 2021 in Review
9 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Small Cap ETF (ROSC) for Q2 2021, worth a combined $4.21M — down 7.4% from $4.55M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of ROSC and 2 opened new positions — a net loss of 3 holders — while 2 trimmed existing stakes and 3 added.
The largest buyer was LPL Financial, adding an estimated $546K. The largest seller was Geneos Wealth Management, exiting entirely with an estimated $504K sold.
- 9 institutional investors held Hartford Multifactor Small Cap ETF (ROSC) as of Q2 2021, down from 12 in Q1 2021.
- Funds reported $4.21M of Hartford Multifactor Small Cap ETF stock for Q2 2021, down 7.4% quarter-over-quarter.
- 2 funds opened new Hartford Multifactor Small Cap ETF positions in Q2 2021 and 5 closed out, a net change of -3 holders.
- The largest Hartford Multifactor Small Cap ETF buyer in Q2 2021 was LPL Financial, an estimated $546K added.
- The largest Hartford Multifactor Small Cap ETF seller in Q2 2021 was Geneos Wealth Management, an estimated $504K sold.
Based on aggregated 13F filings for Q2 2021.