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Hartford Multifactor Small Cap ETF

18 hedge funds and large institutions have $7.53M invested in Hartford Multifactor Small Cap ETF in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

20% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 5

6% more funds holding

Funds holding: 1718 (+1)

14.14% less ownership

Funds ownership: 38.25%24.11% (-14%)

49% less capital invested

Capital invested by funds: $14.8M → $7.53M (-$7.23M)

Holders
18
Holders Change
+1
Holders Change %
+5.88%
% of All Funds
0.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
6
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$2.28M +$725K +17,908 +49%
SWM
2
Solano Wealth Management
California
$1.58M -$402K -9,937 -21%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$863K +$243K +5,998 +41%
Jane Street
4
Jane Street
New York
$768K +$747K +18,447 New
Citadel Advisors
5
Citadel Advisors
Florida
$502K -$481K -11,873 -50%
PAG
6
Private Advisor Group
New Jersey
$376K +$366K +9,035 New
HI
7
Harbour Investments
Wisconsin
$285K +$166K +4,094 +149%
NWM
8
Northwest Wealth Management
Iowa
$228K +$891 +22 +0.4%
FPAS
9
Focus Partners Advisor Solutions
Missouri
$228K +$222K +5,487 New
KSWA
10
Kathleen S. Wright Associates
Pennsylvania
$202K +$486 +12 +0.2%
WWMSC
11
Wagner Wealth Management (South Carolina)
South Carolina
$129K -$2.03M -50,133 -94%
HGERS
12
Householder Group Estate & Retirement Specialist
Arizona
$41.3K +$22.1K +547 +123%
Osaic Holdings
13
Osaic Holdings
Arizona
$14.1K -$96.4K -2,380 -88%
CJ
14
Caitlin John
Michigan
$10.2K
GWM
15
Geneos Wealth Management
Colorado
$9.37K
CFD
16
Creative Financial Designs
Indiana
$8K
Morgan Stanley
17
Morgan Stanley
New York
$83 -$40 -1 -50%
Wells Fargo
18
Wells Fargo
California
$65
AWS
19
Atria Wealth Solutions
New York
-$6.71M -161,831 Closed
UBS Group
20
UBS Group
Switzerland
-$13K -314 Closed

ROSC Hedge Fund Activity: Q1 2024 in Review

18 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Small Cap ETF (ROSC) for Q1 2024, worth a combined $7.53M — down 49% from $14.8M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new ROSC positions and 2 closed out — a net gain of 1 holder — while 6 added to existing stakes and 5 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $747K. The largest seller was Atria Wealth Solutions, exiting entirely with an estimated $6.71M sold.

  • 18 institutional investors held Hartford Multifactor Small Cap ETF (ROSC) as of Q1 2024, up from 17 in Q4 2023.
  • Funds reported $7.53M of Hartford Multifactor Small Cap ETF stock for Q1 2024, down 49% quarter-over-quarter.
  • 3 funds opened new Hartford Multifactor Small Cap ETF positions in Q1 2024 and 2 closed out, a net change of +1 holder.
  • The largest Hartford Multifactor Small Cap ETF buyer in Q1 2024 was Jane Street, an estimated $747K added.
  • The largest Hartford Multifactor Small Cap ETF seller in Q1 2024 was Atria Wealth Solutions, an estimated $6.71M sold.

Based on aggregated 13F filings for Q1 2024.