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Hartford Multifactor US Equity ETF

41 hedge funds and large institutions have $289M invested in Hartford Multifactor US Equity ETF in 2022 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more capital invested

Capital invested by funds: $245M → $289M (+$44.6M)

3.49% more ownership

Funds ownership: 75.25%78.74% (+3.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9% less funds holding

Funds holding: 4541 (-4)

24% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 17

57% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 7

Holders
41
Holders Change
-4
Holders Change %
-8.89%
% of All Funds
0.69%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
13
Reduced
17
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$481K -$203K -5,116 -29%
CRI
27
Colonial River Investments
Virginia
$473K -$4.45K -112 -0.9%
MSFS
28
Main Street Financial Solutions
Pennsylvania
$385K +$66.7K +1,680 +20%
IC
29
IEQ Capital
California
$381K
CAAS
30
Capital Asset Advisory Services
Michigan
$301K -$551K -13,863 -63%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$263K -$122K -3,063 -30%
TCWA
32
Ten Capital Wealth Advisors
Washington
$241K
PTC
33
Private Trust Company
Ohio
$230K +$243K +6,129 New
KSWA
34
Kathleen S. Wright Associates
Pennsylvania
$160K
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$144K +$278 +7 +0.2%
GWM
36
Geneos Wealth Management
Colorado
$75K
HI
37
Harbour Investments
Wisconsin
$58K +$61.1K +1,539 New
Fidelity Investments
38
Fidelity Investments
Massachusetts
$24K
APA
39
American Portfolios Advisors
New York
$17.3K
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$12K +$12.5K +315 New
Citigroup
41
Citigroup
New York
$2K
BPA
42
Beacon Pointe Advisors
California
-$432K -10,250 Closed
Citadel Advisors
43
Citadel Advisors
Florida
-$413K -9,805 Closed
OBWG
44
Onyx Bridge Wealth Group
New York
-$282K -6,966 Closed
PAG
45
Private Advisor Group
New Jersey
-$270K -6,421 Closed
Jane Street
46
Jane Street
New York
-$212K -5,044 Closed
HighTower Advisors
47
HighTower Advisors
Illinois
-$205K -4,829 Closed
SF
48
Symphony Financial
Texas
-$203K -4,810 Closed

ROUS Hedge Fund Activity: Q2 2022 in Review

41 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor US Equity ETF (ROUS) for Q2 2022, worth a combined $289M — up 18% from $245M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of ROUS and 3 opened new positions — a net loss of 4 holders — while 17 trimmed existing stakes and 13 added.

The largest buyer was Ameriprise, adding an estimated $77.9M. The largest seller was Avantax Advisory Services, cutting an estimated $1.35M.

  • 41 institutional investors held Hartford Multifactor US Equity ETF (ROUS) as of Q2 2022, down from 45 in Q1 2022.
  • Funds reported $289M of Hartford Multifactor US Equity ETF stock for Q2 2022, up 18% quarter-over-quarter.
  • 3 funds opened new Hartford Multifactor US Equity ETF positions in Q2 2022 and 7 closed out, a net change of -4 holders.
  • The largest Hartford Multifactor US Equity ETF buyer in Q2 2022 was Ameriprise, an estimated $77.9M added.
  • The largest Hartford Multifactor US Equity ETF seller in Q2 2022 was Avantax Advisory Services, an estimated $1.35M sold.

Based on aggregated 13F filings for Q2 2022.