Hartford Multifactor US Equity ETF
ROUS
31 hedge funds and large institutions have $194M invested in Hartford Multifactor US Equity ETF in 2019 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 2 closing their positions.
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
24% more capital invested
Capital invested by funds: $156M → $194M (+$38M)
24% more funds holding
Funds holding: 25 → 31 (+6)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
2.53% less ownership
Funds ownership: 83.16% → 80.63% (-2.5%)
11% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$5.44M |
| 2 |
Rockefeller Capital Management
New York
|
+$4.72M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$4.64M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.14M |
| 5 |
HFM
Hartford Funds Management
Wayne,
Pennsylvania
|
+$3.77M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$3.91M |
| 2 |
Morgan Stanley
New York
|
-$1.18M |
| 3 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
-$760K |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
-$304K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$279K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GWM
26
Geneos Wealth Management
Englewood,
Colorado
| $22K | – | – | – |
|
|
FHA
27
Flagship Harbor Advisors
Boston,
Massachusetts
| $18K | -$35K | -1,152 | -65% |
|
|
CIAS
28
Capital Investment Advisory Services
Raleigh,
North Carolina
| $17K | – | – | – |
|
|
GSWM
29
Golden State Wealth Management
Santa Ana,
California
| $6K | +$6.07K | +200 | New |
|
|
JCM
30
Jacobi Capital Management
Pittston,
Pennsylvania
| $2K | – | – | – |
|
|
31
MML Investors Services
Springfield,
Massachusetts
| – | -$304K | -10,936 | Closed |
|
|
S
32
SignatureFD
Atlanta,
Georgia
| – | -$76K | -2,746 | Closed |
|
ROUS Hedge Fund Activity: Q1 2019 in Review
31 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor US Equity ETF (ROUS) for Q1 2019, worth a combined $194M — up 24% from $156M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new ROUS positions and 2 closed out — a net gain of 6 holders — while 8 added to existing stakes and 9 trimmed.
The largest buyer was Avantax Advisory Services, opening a new position worth an estimated $5.44M. The largest seller was LPL Financial, cutting an estimated $3.91M.
- 31 institutional investors held Hartford Multifactor US Equity ETF (ROUS) as of Q1 2019, up from 25 in Q4 2018.
- Funds reported $194M of Hartford Multifactor US Equity ETF stock for Q1 2019, up 24% quarter-over-quarter.
- 8 funds opened new Hartford Multifactor US Equity ETF positions in Q1 2019 and 2 closed out, a net change of +6 holders.
- The largest Hartford Multifactor US Equity ETF buyer in Q1 2019 was Avantax Advisory Services, an estimated $5.44M added.
- The largest Hartford Multifactor US Equity ETF seller in Q1 2019 was LPL Financial, an estimated $3.91M sold.
Based on aggregated 13F filings for Q1 2019.