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Hartford Multifactor Small Cap ETF

21 hedge funds and large institutions have $9.5M invested in Hartford Multifactor Small Cap ETF in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

60% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 5

43% more capital invested

Capital invested by funds: $6.64M → $9.5M (+$2.85M)

24% more funds holding

Funds holding: 1721 (+4)

8.24% more ownership

Funds ownership: 20.81%29.05% (+8.2%)

Holders
21
Holders Change
+4
Holders Change %
+23.53%
% 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
8
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
$3.2M +$610K +13,584 +23%
SWIA
2
Solano Wealth Investment Advisors
California
$1.59M +$1.64M +36,526 New
PAG
3
Private Advisor Group
New Jersey
$942K +$151K +3,362 +18%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$722K -$179K -3,988 -19%
SWP
5
Stratos Wealth Partners
Ohio
$588K +$605K +13,484 New
HI
6
Harbour Investments
Wisconsin
$417K +$15.5K +345 +4%
HGERS
7
Householder Group Estate & Retirement Specialist
Arizona
$355K +$163K +3,628 +80%
Citadel Advisors
8
Citadel Advisors
Florida
$316K -$96.9K -2,158 -23%
FPAS
9
Focus Partners Advisor Solutions
Missouri
$243K +$2.02K +45 +0.8%
NWM
10
Northwest Wealth Management
Iowa
$243K +$2.06K +46 +0.8%
GBFP
11
Golden Bell Financial Planning
Georgia
$237K +$244K +5,432 New
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$218K -$943 -21 -0.4%
KSWA
13
Kathleen S. Wright Associates
Pennsylvania
$209K -$3.37K -75 -2%
WWMSC
14
Wagner Wealth Management (South Carolina)
South Carolina
$98.1K +$314 +7 +0.3%
VHAM
15
Van Hulzen Asset Management
California
$84K +$86.5K +1,927 New
Osaic Holdings
16
Osaic Holdings
Arizona
$14.8K
CFD
17
Creative Financial Designs
Indiana
$8.47K +$45 +1 +0.5%
TSMHT
18
Thurston Springer Miller Herd & Titak
Indiana
$4.49K +$4.62K +103 New
SAM
19
Synergy Asset Management
Washington
$2.1K +$2.15K +48 New
Morgan Stanley
20
Morgan Stanley
New York
$57 -$45 -1 -50%
Wells Fargo
21
Wells Fargo
California
$40
Jane Street
22
Jane Street
New York
-$267K -6,091 Closed
GWM
23
Geneos Wealth Management
Colorado
-$9.84K -225 Closed

ROSC Hedge Fund Activity: Q4 2024 in Review

21 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Small Cap ETF (ROSC) for Q4 2024, worth a combined $9.5M — up 43% from $6.64M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new ROSC positions and 2 closed out — a net gain of 4 holders — while 8 added to existing stakes and 5 trimmed.

The largest buyer was LPL Financial, adding an estimated $610K. The largest seller was Jane Street, exiting entirely with an estimated $267K sold.

  • 21 institutional investors held Hartford Multifactor Small Cap ETF (ROSC) as of Q4 2024, up from 17 in Q3 2024.
  • Funds reported $9.5M of Hartford Multifactor Small Cap ETF stock for Q4 2024, up 43% quarter-over-quarter.
  • 6 funds opened new Hartford Multifactor Small Cap ETF positions in Q4 2024 and 2 closed out, a net change of +4 holders.
  • The largest Hartford Multifactor Small Cap ETF buyer in Q4 2024 was LPL Financial, an estimated $610K added.
  • The largest Hartford Multifactor Small Cap ETF seller in Q4 2024 was Jane Street, an estimated $267K sold.

Based on aggregated 13F filings for Q4 2024.