Hartford Multifactor US Equity ETF
ROUS
30 hedge funds and large institutions have $173M invested in Hartford Multifactor US Equity ETF in 2020 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 15 reducing their positions, and 7 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2.72% less ownership
Funds ownership: 74.99% → 72.27% (-2.7%)
12% less funds holding
Funds holding: 34 → 30 (-4)
12% less capital invested
Capital invested by funds: $197M → $173M (-$24.2M)
43% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 7
67% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$1.92M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$939K |
| 3 |
WWM
Western Wealth Management
Golden,
Colorado
|
+$206K |
| 4 |
CAAS
Capital Asset Advisory Services
Williamston,
Michigan
|
+$136K |
| 5 |
VFA
Valeo Financial Advisors
Carmel,
Indiana
|
+$74.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$25M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$4.13M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$1.5M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.13M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$363K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VFA
26
Valeo Financial Advisors
Carmel,
Indiana
| $75K | +$74.5K | +2,367 | New |
|
|
S
27
SignatureFD
Atlanta,
Georgia
| $29K | – | – | – |
|
28
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $19K | – | – | – |
|
|
F
29
F3Logic
Burnsville,
Minnesota
| $15.9K | +$15.7K | +500 | New |
|
30
Royal Bank of Canada
Toronto,
Ontario, Canada
| $13K | – | – | – |
|
|
FAIM
31
Financial Advocates Investment Management
Olympia,
Washington
| – | -$349K | -11,637 | Closed |
|
32
Citadel Advisors
Miami,
Florida
| – | -$321K | -10,675 | Closed |
|
33
HighTower Advisors
Chicago,
Illinois
| – | -$235K | -7,851 | Closed |
|
|
PAG
34
Private Advisor Group
Morristown,
New Jersey
| – | -$105K | -3,489 | Closed |
|
35
Citigroup
New York
| – | -$17K | -571 | Closed |
|
|
JCM
36
Jacobi Capital Management
Pittston,
Pennsylvania
| – | -$2K | -75 | Closed |
|
ROUS Hedge Fund Activity: Q3 2020 in Review
30 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor US Equity ETF (ROUS) for Q3 2020, worth a combined $173M — down 12% from $197M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of ROUS and 4 opened new positions — a net loss of 3 holders — while 15 trimmed existing stakes and 5 added.
The largest buyer was Avantax Advisory Services, adding an estimated $1.92M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $25M.
- 30 institutional investors held Hartford Multifactor US Equity ETF (ROUS) as of Q3 2020, down from 34 in Q2 2020.
- Funds reported $173M of Hartford Multifactor US Equity ETF stock for Q3 2020, down 12% quarter-over-quarter.
- 4 funds opened new Hartford Multifactor US Equity ETF positions in Q3 2020 and 7 closed out, a net change of -3 holders.
- The largest Hartford Multifactor US Equity ETF buyer in Q3 2020 was Avantax Advisory Services, an estimated $1.92M added.
- The largest Hartford Multifactor US Equity ETF seller in Q3 2020 was Raymond James Financial Services Advisors, an estimated $25M sold.
Based on aggregated 13F filings for Q3 2020.