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Hartford Multifactor US Equity ETF

41 hedge funds and large institutions have $249M invested in Hartford Multifactor US Equity ETF in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

29% more capital invested

Capital invested by funds: $193M → $249M (+$56.1M)

11% more funds holding

Funds holding: 3741 (+4)

1.61% more ownership

Funds ownership: 75.7%77.31% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

13% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 16

Holders
41
Holders Change
+4
Holders Change %
+10.81%
% of All Funds
0.72%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
14
Reduced
16
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CRI
26
Colonial River Investments
Virginia
$502K +$103K +2,807 +27%
WWM
27
Western Wealth Management
Colorado
$411K +$137K +3,763 +53%
CA
28
Cetera Advisors
Colorado
$355K +$7.85K +215 +2%
PAG
29
Private Advisor Group
New Jersey
$281K -$4.09K -112 -1%
TCWA
30
Ten Capital Wealth Advisors
Washington
$278K -$83.6K -2,290 -24%
NWS
31
Newport Wealth Strategies
California
$264K +$256K +7,000 New
SF
32
Symphony Financial
Texas
$202K +$191K +5,243 New
HI
33
Harbour Investments
Wisconsin
$145K +$140K +3,847 New
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$139K -$122K -3,333 -47%
IAIM
35
International Assets Investment Management
Florida
$134K
AIC
36
Ameritas Investment Company
Nebraska
$62.6K +$60.6K +1,660 New
S
37
SignatureFD
Georgia
$34K
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$31K +$15.1K +413 +103%
CFD
39
Creative Financial Designs
Indiana
$20K -$67.9K -1,860 -78%
Fidelity Investments
40
Fidelity Investments
Massachusetts
$9K +$9.13K +250 New
APA
41
American Portfolios Advisors
New York
$2.26K +$2.19K +60 New
Citadel Advisors
42
Citadel Advisors
Florida
-$314K -8,935 Closed
VFA
43
Valeo Financial Advisors
Indiana
-$84K -2,396 Closed
ASN
44
Advisory Services Network
Georgia
-$30K -841 Closed
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
-$21K -593 Closed

ROUS Hedge Fund Activity: Q1 2021 in Review

41 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor US Equity ETF (ROUS) for Q1 2021, worth a combined $249M — up 29% from $193M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new ROUS positions and 4 closed out — a net gain of 4 holders — while 14 added to existing stakes and 16 trimmed.

The largest buyer was Ameriprise, adding an estimated $45.7M. The largest seller was Hartford Funds Management, cutting an estimated $4.57M.

  • 41 institutional investors held Hartford Multifactor US Equity ETF (ROUS) as of Q1 2021, up from 37 in Q4 2020.
  • Funds reported $249M of Hartford Multifactor US Equity ETF stock for Q1 2021, up 29% quarter-over-quarter.
  • 8 funds opened new Hartford Multifactor US Equity ETF positions in Q1 2021 and 4 closed out, a net change of +4 holders.
  • The largest Hartford Multifactor US Equity ETF buyer in Q1 2021 was Ameriprise, an estimated $45.7M added.
  • The largest Hartford Multifactor US Equity ETF seller in Q1 2021 was Hartford Funds Management, an estimated $4.57M sold.

Based on aggregated 13F filings for Q1 2021.