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Hartford Multifactor US Equity ETF

41 hedge funds and large institutions have $303M invested in Hartford Multifactor US Equity ETF in 2021 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

23% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 13

21% more capital invested

Capital invested by funds: $249M → $303M (+$53.4M)

0% more funds holding

Funds holding: 4141 (0)

0.26% less ownership

Funds ownership: 77.31%77.05% (-0.26%)

Holders
41
Holders Change
Holders Change %
0%
% of All Funds
0.71%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
5
Increased
16
Reduced
13
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
26
Cetera Advisors
Colorado
$462K +$82.4K +2,085 +22%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$456K -$1.51M -38,318 -77%
NWS
28
Newport Wealth Strategies
California
$446K +$163K +4,120 +59%
WWM
29
Western Wealth Management
Colorado
$438K
PAG
30
Private Advisor Group
New Jersey
$299K
TCWA
31
Ten Capital Wealth Advisors
Washington
$294K -$2.29K -58 -0.8%
HighTower Advisors
32
HighTower Advisors
Illinois
$210K +$207K +5,249 New
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$148K
HI
34
Harbour Investments
Wisconsin
$110K -$43.9K -1,112 -29%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$74K +$41.1K +1,041 +128%
ASN
36
Advisory Services Network
Georgia
$64K +$63.4K +1,605 New
S
37
SignatureFD
Georgia
$36K
TFM
38
TFC Financial Management
Massachusetts
$30K +$29.6K +750 New
CFD
39
Creative Financial Designs
Indiana
$11K -$9.76K -247 -47%
APA
40
American Portfolios Advisors
New York
$2.41K
Fidelity Investments
41
Fidelity Investments
Massachusetts
$1K -$8.38K -212 -85%
GWM
42
Geneos Wealth Management
Colorado
-$1.57M -40,018 Closed
SF
43
Symphony Financial
Texas
-$202K -5,243 Closed
IAIM
44
International Assets Investment Management
Florida
-$134K -4,282 Closed
AIC
45
Ameritas Investment Company
Nebraska
-$62.6K -1,660 Closed

ROUS Hedge Fund Activity: Q2 2021 in Review

41 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor US Equity ETF (ROUS) for Q2 2021, worth a combined $303M — up 21% from $249M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new ROUS positions and 4 closed out — a net gain of 1 holder — while 16 added to existing stakes and 13 trimmed.

The largest buyer was Ameriprise, adding an estimated $26M. The largest seller was Geneos Wealth Management, exiting entirely with an estimated $1.57M sold.

  • 41 institutional investors held Hartford Multifactor US Equity ETF (ROUS) as of Q2 2021, unchanged from Q1 2021.
  • Funds reported $303M of Hartford Multifactor US Equity ETF stock for Q2 2021, up 21% quarter-over-quarter.
  • 5 funds opened new Hartford Multifactor US Equity ETF positions in Q2 2021 and 4 closed out, a net change of +1 holder.
  • The largest Hartford Multifactor US Equity ETF buyer in Q2 2021 was Ameriprise, an estimated $26M added.
  • The largest Hartford Multifactor US Equity ETF seller in Q2 2021 was Geneos Wealth Management, an estimated $1.57M sold.

Based on aggregated 13F filings for Q2 2021.