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Hartford Multifactor Small Cap ETF

17 hedge funds and large institutions have $14.8M invested in Hartford Multifactor Small Cap ETF in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 1717 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

0% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 5

9% less capital invested

Capital invested by funds: $16.1M → $14.8M (-$1.39M)

8.87% less ownership

Funds ownership: 47.13%38.25% (-8.9%)

Holders
17
Holders Change
Holders Change %
0%
% of All Funds
0.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
5
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWS
1
Atria Wealth Solutions
New York
$6.71M -$117K -3,131 -2%
WWMSC
2
Wagner Wealth Management (South Carolina)
South Carolina
$2.21M -$22.9K -614 -1%
SWM
3
Solano Wealth Management
California
$1.99M -$13K -350 -0.7%
LPL Financial
4
LPL Financial
California
$1.53M -$83.6K -2,246 -6%
Citadel Advisors
5
Citadel Advisors
Florida
$993K +$278K +7,472 +45%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$612K -$877K -23,557 -62%
NWM
7
Northwest Wealth Management
Iowa
$227K +$204K +5,465 New
KSWA
8
Kathleen S. Wright Associates
Pennsylvania
$201K +$1.34K +36 +0.7%
HI
9
Harbour Investments
Wisconsin
$114K +$102K +2,749 New
Osaic Holdings
10
Osaic Holdings
Arizona
$113K +$12.1K +325 +14%
HGERS
11
Householder Group Estate & Retirement Specialist
Arizona
$18K
UBS Group
12
UBS Group
Switzerland
$13K +$3.17K +85 +37%
CJ
13
Caitlin John
Michigan
$10.2K +$9.12K +245 New
GWM
14
Geneos Wealth Management
Colorado
$9.34K
CFD
15
Creative Financial Designs
Indiana
$7.95K +$74 +2 +1%
Morgan Stanley
16
Morgan Stanley
New York
$114 +$74 +2 New
Wells Fargo
17
Wells Fargo
California
$68
Mariner
18
Mariner
Kansas
-$1.74M -48,362 Closed
Jane Street
19
Jane Street
New York
-$774K -21,465 Closed
IWN
20
Independent Wealth Network
Iowa
-$305K -8,460 Closed
BFEC
21
Benjamin F. Edwards & Company
Missouri
-$5K -150 Closed

ROSC Hedge Fund Activity: Q4 2023 in Review

17 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Small Cap ETF (ROSC) for Q4 2023, worth a combined $14.8M — down 8.6% from $16.1M a quarter earlier.

Fund positioning in ROSC was balanced in Q4 2023: 4 funds opened new positions, 4 closed out, 5 added to existing stakes and 5 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $278K. The largest seller was Mariner, exiting entirely with an estimated $1.74M sold.

  • 17 institutional investors held Hartford Multifactor Small Cap ETF (ROSC) as of Q4 2023, unchanged from Q3 2023.
  • Funds reported $14.8M of Hartford Multifactor Small Cap ETF stock for Q4 2023, down 8.6% quarter-over-quarter.
  • 4 funds opened new Hartford Multifactor Small Cap ETF positions in Q4 2023 and 4 closed out, a net change of 0 holders.
  • The largest Hartford Multifactor Small Cap ETF buyer in Q4 2023 was Citadel Advisors, an estimated $278K added.
  • The largest Hartford Multifactor Small Cap ETF seller in Q4 2023 was Mariner, an estimated $1.74M sold.

Based on aggregated 13F filings for Q4 2023.