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Hartford Multifactor Small Cap ETF

17 hedge funds and large institutions have $11.5M invested in Hartford Multifactor Small Cap ETF in 2025 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 4

20% more capital invested

Capital invested by funds: $9.57M → $11.5M (+$1.92M)

1.9% more ownership

Funds ownership: 30.48%32.38% (+1.9%)

6% less funds holding

Funds holding: 1817 (-1)

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

Holders
17
Holders Change
-1
Holders Change %
-5.56%
% of All Funds
0.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
8
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$6.05M +$1.55M +38,815 +37%
SWIA
2
Solano Wealth Investment Advisors
California
$1.27M -$223K -5,576 -15%
TSMHT
3
Thurston Springer Miller Herd & Titak
Indiana
$623K +$517K +12,957 +663%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$562K -$19K -476 -3%
PAG
5
Private Advisor Group
New Jersey
$540K +$41.2K +1,033 +9%
SWP
6
Stratos Wealth Partners
Ohio
$520K -$37K -926 -7%
Citadel Advisors
7
Citadel Advisors
Florida
$493K -$43.5K -1,090 -8%
NWM
8
Northwest Wealth Management
Iowa
$235K +$1.08K +27 +0.5%
FPAS
9
Focus Partners Advisor Solutions
Missouri
$235K +$1.12K +28 +0.5%
HI
10
Harbour Investments
Wisconsin
$234K +$1.08K +27 +0.5%
GBFP
11
Golden Bell Financial Planning
Georgia
$222K
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$210K
KSWA
13
Kathleen S. Wright Associates
Pennsylvania
$202K +$559 +14 +0.3%
WWMSC
14
Wagner Wealth Management (South Carolina)
South Carolina
$73.5K +$80 +2 +0.1%
Osaic Holdings
15
Osaic Holdings
Arizona
$16.8K
CFD
16
Creative Financial Designs
Indiana
$3.26K
Raymond James Financial
17
Raymond James Financial
Florida
$1.42K +$1.36K +34 New
Wells Fargo
18
Wells Fargo
California
$18
Jane Street
19
Jane Street
New York
-$296K -7,358 Closed
Morgan Stanley
20
Morgan Stanley
New York
-$58 -1 Closed

ROSC Hedge Fund Activity: Q2 2025 in Review

17 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Small Cap ETF (ROSC) for Q2 2025, worth a combined $11.5M — up 20% from $9.57M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of ROSC and 1 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 8 added.

The largest buyer was LPL Financial, adding an estimated $1.55M. The largest seller was Jane Street, exiting entirely with an estimated $296K sold.

  • 17 institutional investors held Hartford Multifactor Small Cap ETF (ROSC) as of Q2 2025, down from 18 in Q1 2025.
  • Funds reported $11.5M of Hartford Multifactor Small Cap ETF stock for Q2 2025, up 20% quarter-over-quarter.
  • 1 fund opened new Hartford Multifactor Small Cap ETF positions in Q2 2025 and 2 closed out, a net change of -1 holder.
  • The largest Hartford Multifactor Small Cap ETF buyer in Q2 2025 was LPL Financial, an estimated $1.55M added.
  • The largest Hartford Multifactor Small Cap ETF seller in Q2 2025 was Jane Street, an estimated $296K sold.

Based on aggregated 13F filings for Q2 2025.