Hartford Multifactor US Equity ETF
ROUS
36 hedge funds and large institutions have $223M invested in Hartford Multifactor US Equity ETF in 2019 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 18 increasing their positions, 10 reducing their positions, and 2 closing their positions.
80% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 10
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
13% more capital invested
Capital invested by funds: $197M → $223M (+$25.4M)
3% more funds holding
Funds holding: 35 → 36 (+1)
1.55% more ownership
Funds ownership: 70.8% → 72.35% (+1.6%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$9.27M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$8.97M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$8.19M |
| 4 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$1.57M |
| 5 |
PA
Paracle Advisors
Mercer Island,
Washington
|
+$1.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$9M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.14M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$426K |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$313K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$254K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Rockefeller Capital Management
New York
| $204K | +$984 | +31 | +0.5% |
|
|
FAAS
27
First Allied Advisory Services
San Diego,
California
| $114K | +$112K | +3,540 | New |
|
28
Royal Bank of Canada
Toronto,
Ontario, Canada
| $45K | -$6.35K | -200 | -13% |
|
|
S
29
SignatureFD
Atlanta,
Georgia
| $42K | -$31.2K | -983 | -43% |
|
|
GSWM
30
Golden State Wealth Management
Santa Ana,
California
| $23K | +$15.9K | +501 | +251% |
|
|
FHA
31
Flagship Harbor Advisors
Boston,
Massachusetts
| $19K | +$95 | +3 | +0.5% |
|
|
GWM
32
Geneos Wealth Management
Englewood,
Colorado
| $12K | -$10.3K | -325 | -45% |
|
33
Fidelity Investments
Boston,
Massachusetts
| $10K | +$10.2K | +323 | New |
|
|
CIAS
34
Capital Investment Advisory Services
Raleigh,
North Carolina
| $6K | – | – | – |
|
|
JCM
35
Jacobi Capital Management
Pittston,
Pennsylvania
| $2K | – | – | – |
|
|
ESB
36
Essex Savings Bank
Essex,
Connecticut
| – | -$114K | -3,593 | Closed |
|
|
RWA
37
Redhawk Wealth Advisors
Minneapolis,
Minnesota
| – | -$3K | -92 | Closed |
|
ROUS Hedge Fund Activity: Q3 2019 in Review
36 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor US Equity ETF (ROUS) for Q3 2019, worth a combined $223M — up 13% from $197M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new ROUS positions and 2 closed out — a net gain of 1 holder — while 18 added to existing stakes and 10 trimmed.
The largest buyer was UBS Group, adding an estimated $9.27M. The largest seller was Morgan Stanley, cutting an estimated $9M.
- 36 institutional investors held Hartford Multifactor US Equity ETF (ROUS) as of Q3 2019, up from 35 in Q2 2019.
- Funds reported $223M of Hartford Multifactor US Equity ETF stock for Q3 2019, up 13% quarter-over-quarter.
- 3 funds opened new Hartford Multifactor US Equity ETF positions in Q3 2019 and 2 closed out, a net change of +1 holder.
- The largest Hartford Multifactor US Equity ETF buyer in Q3 2019 was UBS Group, an estimated $9.27M added.
- The largest Hartford Multifactor US Equity ETF seller in Q3 2019 was Morgan Stanley, an estimated $9M sold.
Based on aggregated 13F filings for Q3 2019.