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Hartford Multifactor US Equity ETF
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Overview Fund Activity

54 hedge funds and large institutions have $338M invested in Hartford Multifactor US Equity ETF in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 21 increasing their positions, 23 reducing their positions, and 5 closing their positions.

Holders
54
Holders Change
-2
Holders Change %
-3.57%
% of All Funds
0.73%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
5
Increased
21
Reduced
23
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$26.9M
2
TSMHT
2
Thurston Springer Miller Herd & Titak
Indiana
$1.94M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$3M
4
Bank of America
4
Bank of America
North Carolina
$10.7M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.1M

Top Sellers

1
PAG
1
Private Advisor Group
New Jersey
$356K
2
Raymond James Financial
2
Raymond James Financial
Florida
$8.85M
3
GIA
3
Gladstone Institutional Advisory
Florida
$1.38M
4
Mariner
4
Mariner
Kansas
$8.05M
5
Ameriprise
5
Ameriprise
Minnesota
$124M
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$124M 2,300,774 -21,277 -0.9%
HFM
2
Hartford Funds Management
Pennsylvania
$49.1M 914,370 +2,381 +0.3%
LPL Financial
3
LPL Financial
California
$29.5M 549,246 -8,262 -1%
Morgan Stanley
4
Morgan Stanley
New York
$26.9M 500,854 +71,750 +17%
Bank of America
5
Bank of America
North Carolina
$10.7M 199,191 +17,363 +10%
Raymond James Financial
6
Raymond James Financial
Florida
$8.85M 164,800 -34,425 -17%
Mariner
7
Mariner
Kansas
$8.05M 149,876 -21,912 -13%
FA
8
Fermata Advisors
California
$6.88M 128,142 -19,674 -13%
WWM
9
Western Wealth Management
Colorado
$6.8M 126,571 +8,445 +7%
AAS
10
Avantax Advisory Services
Texas
$4.58M 85,364 -6,823 -7%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$4.29M 79,926 -82 -0.1%
Wells Fargo
12
Wells Fargo
California
$4.24M 78,901 -10,798 -12%
SWP
13
Stratos Wealth Partners
Ohio
$4.24M 78,892 -1,934 -2%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$4.1M 76,266 +15,018 +25%
UBS Group
15
UBS Group
Switzerland
$3.97M 73,892 -14,460 -16%
MFGM
16
Marshall Financial Group (Maryland)
Maryland
$3.89M 71,933 +2,135 +3%
VCWM
17
Vista Cima Wealth Management
Arizona
$3.4M 63,316 +807 +1%
Jones Financial Companies
18
Jones Financial Companies
Missouri
$3M 56,262 +30,827 +121%
BTWM
19
Brass Tax Wealth Management
Ohio
$2.92M 54,437 -150 -0.3%
CCM
20
Coldstream Capital Management
Washington
$2.85M 53,042 -2,281 -4%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$2.47M 45,903 +5,491 +14%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$2.27M 42,246 -50 -0.1%
GLA
23
Good Life Advisors
Pennsylvania
$1.98M 36,816 -833 -2%
TSMHT
24
Thurston Springer Miller Herd & Titak
Indiana
$1.94M 36,176 +34,760 +2,455%
GBFP
25
Golden Bell Financial Planning
Georgia
$1.62M 30,226 -288 -0.9%
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