We are live on ! Find out more
ROUS icon

Hartford Multifactor US Equity ETF
ROUS

44 hedge funds and large institutions have $243M invested in Hartford Multifactor US Equity ETF in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 20 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

7% more funds holding

Funds holding: 41 → 44 (+3)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

5.99% less ownership

Funds ownership: 78.74% → 72.75% (-6%)

16% less capital invested

Capital invested by funds: $289M → $243M (-$46.6M)

40% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 20

Holders
44
Holders Change
+3
Holders Change %
+7.32%
% of All Funds
0.76%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
12
Reduced
20
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWS
Atria Wealth Solutions
New York
+$2.23M
2
Bank of America
Bank of America
North Carolina
+$1.92M
3
AAS
Avantax Advisory Services
Texas
+$1.26M
4
Morgan Stanley
Morgan Stanley
New York
+$997K
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$863K

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$15.8M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$870K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$824K
4
MA
Mutual Advisors
Nebraska
-$700K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$698K
Name Holding Trade Value Shares
Change 		Change in
Stake
IC
26
IEQ Capital
California
$359K – – –
KAS
27
Kestra Advisory Services
Texas
$302K +$332K +8,561 New
CAAS
28
Capital Asset Advisory Services
Michigan
$258K -$27.4K -705 -9%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$245K -$2.37K -61 -0.9%
TCWA
30
Ten Capital Wealth Advisors
Washington
$217K -$11.3K -291 -5%
SPC
31
Sigma Planning Corp
Michigan
$216K +$237K +6,104 New
PTC
32
Private Trust Company
Ohio
$215K -$1.36K -35 -0.6%
KSWA
33
Kathleen S. Wright Associates
Pennsylvania
$149K -$1.9K -49 -1%
WWMSC
34
Wagner Wealth Management (South Carolina)
South Carolina
$138K +$152K +3,909 New
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$136K -$116 -3 -0.1%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$125K -$824K -21,219 -86%
SA
37
SRH Advisors
Kansas
$78K +$85.8K +2,210 New
GWM
38
Geneos Wealth Management
Colorado
$70K – – –
HI
39
Harbour Investments
Wisconsin
$58K – – –
AssetMark Inc
40
AssetMark Inc
California
$29K +$32.3K +833 New
Fidelity Investments
41
Fidelity Investments
Massachusetts
$22K – – –
TFM
42
TFC Financial Management
Massachusetts
$18K +$19.4K +500 New
APA
43
American Portfolios Advisors
New York
$16.2K – – –
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$11K – – –
CA
45
Cetera Advisors
Colorado
– -$486K -12,957 Closed
Citigroup
46
Citigroup
New York
– -$2K -64 Closed
1
2

ROUS Hedge Fund Activity: Q3 2022 in Review

44 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor US Equity ETF (ROUS) for Q3 2022, worth a combined $243M — down 16% from $289M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new ROUS positions and 2 closed out — a net gain of 4 holders — while 12 added to existing stakes and 20 trimmed.

The largest buyer was Atria Wealth Solutions, adding an estimated $2.23M. The largest seller was Ameriprise, cutting an estimated $15.8M.

  • 44 institutional investors held Hartford Multifactor US Equity ETF (ROUS) as of Q3 2022, up from 41 in Q2 2022.
  • Funds reported $243M of Hartford Multifactor US Equity ETF stock for Q3 2022, down 16% quarter-over-quarter.
  • 6 funds opened new Hartford Multifactor US Equity ETF positions in Q3 2022 and 2 closed out, a net change of +4 holders.
  • The largest Hartford Multifactor US Equity ETF buyer in Q3 2022 was Atria Wealth Solutions, an estimated $2.23M added.
  • The largest Hartford Multifactor US Equity ETF seller in Q3 2022 was Ameriprise, an estimated $15.8M sold.

Based on aggregated 13F filings for Q3 2022.