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Hartford Multifactor US Equity ETF

45 hedge funds and large institutions have $245M invested in Hartford Multifactor US Equity ETF in 2022 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 20 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

7% more funds holding

Funds holding: 4245 (+3)

0.54% more ownership

Funds ownership: 74.71%75.25% (+0.54%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

19% less capital invested

Capital invested by funds: $304M → $245M (-$58.9M)

30% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 20

Holders
45
Holders Change
+3
Holders Change %
+7.14%
% of All Funds
0.71%
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
20
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$765K +$662K +15,876 +686%
MML Investors Services
27
MML Investors Services
Massachusetts
$756K +$152K +3,646 +25%
CRI
28
Colonial River Investments
Virginia
$536K -$86.6K -2,077 -14%
BPA
29
Beacon Pointe Advisors
California
$432K +$427K +10,250 New
IC
30
IEQ Capital
California
$428K
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$424K -$110K -2,630 -21%
Citadel Advisors
32
Citadel Advisors
Florida
$413K +$409K +9,805 New
MSFS
33
Main Street Financial Solutions
Pennsylvania
$362K +$113K +2,700 +46%
OBWG
34
Onyx Bridge Wealth Group
New York
$282K -$13.6K -327 -4%
PAG
35
Private Advisor Group
New Jersey
$270K -$40.9K -982 -13%
TCWA
36
Ten Capital Wealth Advisors
Washington
$270K -$23.2K -557 -8%
Jane Street
37
Jane Street
New York
$212K +$210K +5,044 New
HighTower Advisors
38
HighTower Advisors
Illinois
$205K -$18K -431 -8%
SF
39
Symphony Financial
Texas
$203K +$201K +4,810 New
KSWA
40
Kathleen S. Wright Associates
Pennsylvania
$180K +$16.5K +396 +10%
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$162K -$459 -11 -0.3%
GWM
42
Geneos Wealth Management
Colorado
$84K
Fidelity Investments
43
Fidelity Investments
Massachusetts
$27K -$19.9K -478 -43%
APA
44
American Portfolios Advisors
New York
$19.4K
Citigroup
45
Citigroup
New York
$3K +$2.67K +64 New
FTUS
46
Flow Traders U.S.
New York
-$349K -7,925 Closed
JFGIW
47
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$10K -228 Closed

ROUS Hedge Fund Activity: Q1 2022 in Review

45 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor US Equity ETF (ROUS) for Q1 2022, worth a combined $245M — down 19% from $304M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new ROUS positions and 2 closed out — a net gain of 6 holders — while 14 added to existing stakes and 20 trimmed.

The largest buyer was Western Wealth Management, adding an estimated $1.55M. The largest seller was Hartford Funds Management, cutting an estimated $22.1M.

  • 45 institutional investors held Hartford Multifactor US Equity ETF (ROUS) as of Q1 2022, up from 42 in Q4 2021.
  • Funds reported $245M of Hartford Multifactor US Equity ETF stock for Q1 2022, down 19% quarter-over-quarter.
  • 8 funds opened new Hartford Multifactor US Equity ETF positions in Q1 2022 and 2 closed out, a net change of +6 holders.
  • The largest Hartford Multifactor US Equity ETF buyer in Q1 2022 was Western Wealth Management, an estimated $1.55M added.
  • The largest Hartford Multifactor US Equity ETF seller in Q1 2022 was Hartford Funds Management, an estimated $22.1M sold.

Based on aggregated 13F filings for Q1 2022.