Hartford Multifactor US Equity ETF
ROUS
35 hedge funds and large institutions have $197M invested in Hartford Multifactor US Equity ETF in 2019 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 8 reducing their positions, and 2 closing their positions.
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
88% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 8
13% more funds holding
Funds holding: 31 → 35 (+4)
1% more capital invested
Capital invested by funds: $194M → $197M (+$2.91M)
9.83% less ownership
Funds ownership: 80.63% → 70.8% (-9.8%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HFM
Hartford Funds Management
Wayne,
Pennsylvania
|
+$7.86M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$6.78M |
| 3 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$6.77M |
| 4 |
Morgan Stanley
New York
|
+$5.17M |
| 5 |
RPG
Resource Planning Group
Atlanta,
Georgia
|
+$2.32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Rockefeller Capital Management
New York
|
-$4.66M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$4.14M |
| 3 |
LPL Financial
San Diego,
California
|
-$1.8M |
| 4 |
Jane Street
New York
|
-$401K |
| 5 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
-$348K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ESB
26
Essex Savings Bank
Essex,
Connecticut
| $114K | +$112K | +3,593 | New |
|
|
S
27
SignatureFD
Atlanta,
Georgia
| $73K | +$71.6K | +2,291 | New |
|
28
Royal Bank of Canada
Toronto,
Ontario, Canada
| $51K | – | – | – |
|
|
GWM
29
Geneos Wealth Management
Englewood,
Colorado
| $22K | – | – | – |
|
|
FHA
30
Flagship Harbor Advisors
Boston,
Massachusetts
| $19K | +$94 | +3 | +0.5% |
|
|
CIAS
31
Capital Investment Advisory Services
Raleigh,
North Carolina
| $6K | -$10.9K | -348 | -65% |
|
|
GSWM
32
Golden State Wealth Management
Santa Ana,
California
| $6K | – | – | – |
|
|
RWA
33
Redhawk Wealth Advisors
Minneapolis,
Minnesota
| $3K | +$2.88K | +92 | New |
|
|
JCM
34
Jacobi Capital Management
Pittston,
Pennsylvania
| $2K | – | – | – |
|
|
35
Jane Street
New York
| – | -$401K | -12,968 | Closed |
|
36
HighTower Advisors
Chicago,
Illinois
| – | -$205K | -6,638 | Closed |
|
ROUS Hedge Fund Activity: Q2 2019 in Review
35 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor US Equity ETF (ROUS) for Q2 2019, worth a combined $197M — up 1.5% from $194M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new ROUS positions and 2 closed out — a net gain of 5 holders — while 15 added to existing stakes and 8 trimmed.
The largest buyer was Hartford Funds Management, adding an estimated $7.86M. The largest seller was Rockefeller Capital Management, cutting an estimated $4.66M.
- 35 institutional investors held Hartford Multifactor US Equity ETF (ROUS) as of Q2 2019, up from 31 in Q1 2019.
- Funds reported $197M of Hartford Multifactor US Equity ETF stock for Q2 2019, up 1.5% quarter-over-quarter.
- 7 funds opened new Hartford Multifactor US Equity ETF positions in Q2 2019 and 2 closed out, a net change of +5 holders.
- The largest Hartford Multifactor US Equity ETF buyer in Q2 2019 was Hartford Funds Management, an estimated $7.86M added.
- The largest Hartford Multifactor US Equity ETF seller in Q2 2019 was Rockefeller Capital Management, an estimated $4.66M sold.
Based on aggregated 13F filings for Q2 2019.