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Hartford Multifactor Small Cap ETF

18 hedge funds and large institutions have $9.57M invested in Hartford Multifactor Small Cap ETF in 2025 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.43% more ownership

Funds ownership: 29.05%30.48% (+1.4%)

1% more capital invested

Capital invested by funds: $9.5M → $9.57M (+$76.3K)

0% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 8

14% less funds holding

Funds holding: 2118 (-3)

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3

Holders
18
Holders Change
-3
Holders Change %
-14.29%
% of All Funds
0.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
8
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$4.27M +$1.39M +32,565 +44%
SWIA
2
Solano Wealth Investment Advisors
California
$1.45M -$18.2K -426 -1%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$561K -$112K -2,632 -16%
SWP
4
Stratos Wealth Partners
Ohio
$539K -$4.18K -98 -0.7%
Citadel Advisors
5
Citadel Advisors
Florida
$520K +$241K +5,653 +78%
PAG
6
Private Advisor Group
New Jersey
$479K -$414K -9,703 -45%
Jane Street
7
Jane Street
New York
$296K +$314K +7,358 New
HI
8
Harbour Investments
Wisconsin
$227K -$170K -3,983 -42%
FPAS
9
Focus Partners Advisor Solutions
Missouri
$226K +$1.02K +24 +0.4%
NWM
10
Northwest Wealth Management
Iowa
$226K +$1.02K +24 +0.4%
GBFP
11
Golden Bell Financial Planning
Georgia
$214K -$5.3K -124 -2%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$202K +$641 +15 +0.3%
KSWA
13
Kathleen S. Wright Associates
Pennsylvania
$194K +$555 +13 +0.3%
TSMHT
14
Thurston Springer Miller Herd & Titak
Indiana
$78.6K +$79K +1,850 +1,796%
WWMSC
15
Wagner Wealth Management (South Carolina)
South Carolina
$70.8K -$21K -491 -22%
Osaic Holdings
16
Osaic Holdings
Arizona
$16.2K +$2.69K +63 +19%
CFD
17
Creative Financial Designs
Indiana
$3.13K -$4.95K -116 -60%
Morgan Stanley
18
Morgan Stanley
New York
$58
Wells Fargo
19
Wells Fargo
California
$9 -$43 -1 Closed
VHAM
20
Van Hulzen Asset Management
California
-$84K -1,927 Closed
SAM
21
Synergy Asset Management
Washington
-$2.1K -48 Closed

ROSC Hedge Fund Activity: Q1 2025 in Review

18 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Small Cap ETF (ROSC) for Q1 2025, worth a combined $9.57M — up 0.8% from $9.5M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of ROSC and 1 opened new positions — a net loss of 2 holders — while 8 trimmed existing stakes and 8 added.

The largest buyer was LPL Financial, adding an estimated $1.39M. The largest seller was Private Advisor Group, cutting an estimated $414K.

  • 18 institutional investors held Hartford Multifactor Small Cap ETF (ROSC) as of Q1 2025, down from 21 in Q4 2024.
  • Funds reported $9.57M of Hartford Multifactor Small Cap ETF stock for Q1 2025, up 0.8% quarter-over-quarter.
  • 1 fund opened new Hartford Multifactor Small Cap ETF positions in Q1 2025 and 3 closed out, a net change of -2 holders.
  • The largest Hartford Multifactor Small Cap ETF buyer in Q1 2025 was LPL Financial, an estimated $1.39M added.
  • The largest Hartford Multifactor Small Cap ETF seller in Q1 2025 was Private Advisor Group, an estimated $414K sold.

Based on aggregated 13F filings for Q1 2025.