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Hartford Multifactor Small Cap ETF

17 hedge funds and large institutions have $9.44M invested in Hartford Multifactor Small Cap ETF in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more capital invested

Capital invested by funds: $6.09M → $9.44M (+$3.35M)

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

8.83% more ownership

Funds ownership: 25.52%34.35% (+8.8%)

6% more funds holding

Funds holding: 1617 (+1)

57% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 7

Holders
17
Holders Change
+1
Holders Change %
+6.25%
% of All Funds
0.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
3
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWS
1
Atria Wealth Solutions
New York
$3.24M +$3.59M +100,271 New
LPL Financial
2
LPL Financial
California
$2.19M -$22.5K -629 -0.9%
MIAN
3
Mariner Independent Advisor Network
Kansas
$1.62M +$117K +3,262 +7%
Citadel Advisors
4
Citadel Advisors
Florida
$733K +$811K +22,648 New
WWMSC
5
Wagner Wealth Management (South Carolina)
South Carolina
$406K +$450K +12,561 New
ASN
6
Advisory Services Network
Georgia
$363K -$73.9K -2,064 -16%
IWN
7
Independent Wealth Network
Iowa
$306K -$37.8K -1,055 -10%
Osaic Holdings
8
Osaic Holdings
Arizona
$206K +$78.4K +2,189 +53%
KSWA
9
Kathleen S. Wright Associates
Pennsylvania
$153K -$73.7K -2,059 -30%
JP Morgan Chase
10
JP Morgan Chase
New York
$93K +$103K +2,885 New
CAAS
11
Capital Asset Advisory Services
Michigan
$70K -$8.41K -235 -10%
BFEC
12
Benjamin F. Edwards & Company
Missouri
$25K
APA
13
American Portfolios Advisors
New York
$16K
CFD
14
Creative Financial Designs
Indiana
$14K +$2.76K +77 +21%
GWM
15
Geneos Wealth Management
Colorado
$7K
UBS Group
16
UBS Group
Switzerland
$5K -$37.8K -1,055 -87%
OPS
17
Orion Portfolio Solutions
Nebraska
-$465K -13,712 Closed
Jane Street
18
Jane Street
New York
-$322K -9,501 Closed
PFGIA
19
Patriot Financial Group Insurance Agency
Massachusetts
-$9K -265 Closed
Wells Fargo
20
Wells Fargo
California
-$36 -1 -50%

ROSC Hedge Fund Activity: Q3 2022 in Review

17 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Small Cap ETF (ROSC) for Q3 2022, worth a combined $9.44M — up 55% from $6.09M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new ROSC positions and 3 closed out — a net gain of 1 holder — while 3 added to existing stakes and 7 trimmed.

The largest buyer was Atria Wealth Solutions, opening a new position worth an estimated $3.59M. The largest seller was Orion Portfolio Solutions, exiting entirely with an estimated $465K sold.

  • 17 institutional investors held Hartford Multifactor Small Cap ETF (ROSC) as of Q3 2022, up from 16 in Q2 2022.
  • Funds reported $9.44M of Hartford Multifactor Small Cap ETF stock for Q3 2022, up 55% quarter-over-quarter.
  • 4 funds opened new Hartford Multifactor Small Cap ETF positions in Q3 2022 and 3 closed out, a net change of +1 holder.
  • The largest Hartford Multifactor Small Cap ETF buyer in Q3 2022 was Atria Wealth Solutions, an estimated $3.59M added.
  • The largest Hartford Multifactor Small Cap ETF seller in Q3 2022 was Orion Portfolio Solutions, an estimated $465K sold.

Based on aggregated 13F filings for Q3 2022.