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Hartford Multifactor US Equity ETF

46 hedge funds and large institutions have $351M invested in Hartford Multifactor US Equity ETF in 2022 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

45% more capital invested

Capital invested by funds: $243M → $351M (+$108M)

6.18% more ownership

Funds ownership: 72.75%78.93% (+6.2%)

5% more funds holding

Funds holding: 4446 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 16

Holders
46
Holders Change
+2
Holders Change %
+4.55%
% of All Funds
0.74%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
16
Reduced
16
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
26
Raymond James & Associates
Florida
$737K +$1.47K +38 +0.2%
IFG
27
Independent Financial Group
California
$637K +$631K +16,313 New
CRI
28
Colonial River Investments
Virginia
$405K -$46.5K -1,202 -10%
IC
29
IEQ Capital
California
$396K
SPC
30
Sigma Planning Corp
Michigan
$313K +$73.7K +1,905 +31%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$275K +$3.87K +100 +1%
CAAS
32
Capital Asset Advisory Services
Michigan
$257K -$28.5K -737 -10%
KAS
33
Kestra Advisory Services
Texas
$248K -$85K -2,196 -26%
KSWA
34
Kathleen S. Wright Associates
Pennsylvania
$241K +$75.7K +1,957 +46%
TCWA
35
Ten Capital Wealth Advisors
Washington
$230K -$9.29K -240 -4%
RIP
36
RAM Investment Partners
Washington
$224K +$223K +5,750 New
SPIA
37
Steward Partners Investment Advisory
New York
$195K +$194K +5,005 New
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$144K -$6K -155 -4%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$90K -$47.2K -1,220 -35%
SA
40
SRH Advisors
Kansas
$86K
ASN
41
Advisory Services Network
Georgia
$75.3K +$74.7K +1,929 New
HI
42
Harbour Investments
Wisconsin
$35K -$24.9K -643 -42%
Fidelity Investments
43
Fidelity Investments
Massachusetts
$24.9K
PTC
44
Private Trust Company
Ohio
$13K -$223K -5,763 -95%
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$12K
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$5.11K +$5.07K +131 New
MML Investors Services
47
MML Investors Services
Massachusetts
-$462K -13,077 Closed
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
-$364K -10,302 Closed
GWM
49
Geneos Wealth Management
Colorado
-$70K -2,000 Closed
AssetMark Inc
50
AssetMark Inc
California
-$29K -833 Closed

ROUS Hedge Fund Activity: Q4 2022 in Review

46 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor US Equity ETF (ROUS) for Q4 2022, worth a combined $351M — up 45% from $243M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new ROUS positions and 5 closed out — a net gain of 4 holders — while 16 added to existing stakes and 16 trimmed.

The largest buyer was Hartford Funds Management, adding an estimated $43.3M. The largest seller was Western Wealth Management, cutting an estimated $1.77M.

  • 46 institutional investors held Hartford Multifactor US Equity ETF (ROUS) as of Q4 2022, up from 44 in Q3 2022.
  • Funds reported $351M of Hartford Multifactor US Equity ETF stock for Q4 2022, up 45% quarter-over-quarter.
  • 9 funds opened new Hartford Multifactor US Equity ETF positions in Q4 2022 and 5 closed out, a net change of +4 holders.
  • The largest Hartford Multifactor US Equity ETF buyer in Q4 2022 was Hartford Funds Management, an estimated $43.3M added.
  • The largest Hartford Multifactor US Equity ETF seller in Q4 2022 was Western Wealth Management, an estimated $1.77M sold.

Based on aggregated 13F filings for Q4 2022.