Hartford Multifactor US Equity ETF
ROUS
37 hedge funds and large institutions have $193M invested in Hartford Multifactor US Equity ETF in 2020 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 17 reducing their positions, and 1 closing their positions.
700% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 1
23% more funds holding
Funds holding: 30 → 37 (+7)
12% more capital invested
Capital invested by funds: $173M → $193M (+$20M)
3.43% more ownership
Funds ownership: 72.27% → 75.7% (+3.4%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
53% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PA
Paracle Advisors
Mercer Island,
Washington
|
+$2M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$815K |
| 3 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
+$677K |
| 4 |
NFG
Next Financial Group
Houston,
Texas
|
+$327K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$300K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$6.5M |
| 2 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$1.3M |
| 3 |
LPL Financial
San Diego,
California
|
-$875K |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$691K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$506K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Citadel Advisors
Miami,
Florida
| $314K | +$300K | +8,935 | New |
|
|
PAG
27
Private Advisor Group
Morristown,
New Jersey
| $265K | +$253K | +7,553 | New |
|
|
WWM
28
Western Wealth Management
Golden,
Colorado
| $251K | +$20.1K | +600 | +9% |
|
29
Rockefeller Capital Management
New York
| $246K | -$34.5K | -1,030 | -13% |
|
|
IAIM
30
International Assets Investment Management
Orlando,
Florida
| $134K | +$144K | +4,282 | New |
|
|
VFA
31
Valeo Financial Advisors
Carmel,
Indiana
| $84K | +$972 | +29 | +1% |
|
|
CFD
32
Creative Financial Designs
Kokomo,
Indiana
| $84K | +$80.1K | +2,390 | New |
|
|
S
33
SignatureFD
Atlanta,
Georgia
| $32K | – | – | – |
|
|
ASN
34
Advisory Services Network
Atlanta,
Georgia
| $30K | +$28.2K | +841 | New |
|
35
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $21K | – | – | – |
|
36
Royal Bank of Canada
Toronto,
Ontario, Canada
| $14K | – | – | – |
|
|
CRI
37
Colonial River Investments
Midlothian,
Virginia
| $386 | +$352K | +10,507 | New |
|
|
F
38
F3Logic
Burnsville,
Minnesota
| – | -$15.9K | -500 | Closed |
|
ROUS Hedge Fund Activity: Q4 2020 in Review
37 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor US Equity ETF (ROUS) for Q4 2020, worth a combined $193M — up 12% from $173M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new ROUS positions and 1 closed out — a net gain of 7 holders — while 8 added to existing stakes and 17 trimmed.
The largest buyer was Paracle Advisors, adding an estimated $2M. The largest seller was Ameriprise, cutting an estimated $6.5M.
- 37 institutional investors held Hartford Multifactor US Equity ETF (ROUS) as of Q4 2020, up from 30 in Q3 2020.
- Funds reported $193M of Hartford Multifactor US Equity ETF stock for Q4 2020, up 12% quarter-over-quarter.
- 8 funds opened new Hartford Multifactor US Equity ETF positions in Q4 2020 and 1 closed out, a net change of +7 holders.
- The largest Hartford Multifactor US Equity ETF buyer in Q4 2020 was Paracle Advisors, an estimated $2M added.
- The largest Hartford Multifactor US Equity ETF seller in Q4 2020 was Ameriprise, an estimated $6.5M sold.
Based on aggregated 13F filings for Q4 2020.