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Hartford Multifactor US Equity ETF

42 hedge funds and large institutions have $364M invested in Hartford Multifactor US Equity ETF in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.21% less ownership

Funds ownership: 82.33%82.12% (-0.21%)

1% less capital invested

Capital invested by funds: $367M → $364M (-$2.62M)

7% less funds holding

Funds holding: 4542 (-3)

38% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 21

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

Holders
42
Holders Change
-3
Holders Change %
-6.67%
% of All Funds
0.66%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
3
Increased
13
Reduced
21
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IC
26
IEQ Capital
California
$421K
AWS
27
Atria Wealth Solutions
New York
$300K -$121K -3,010 -29%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$284K -$12K -299 -4%
HighTower Advisors
29
HighTower Advisors
Illinois
$272K +$263K +6,574 New
KSWA
30
Kathleen S. Wright Associates
Pennsylvania
$253K -$2.96K -74 -1%
KAS
31
Kestra Advisory Services
Texas
$247K -$11.2K -280 -4%
RIP
32
RAM Investment Partners
Washington
$238K
SPIA
33
Steward Partners Investment Advisory
New York
$207K
CA
34
Cetera Advisors
Colorado
$206K +$199K +4,967 New
TCWA
35
Ten Capital Wealth Advisors
Washington
$203K -$39.3K -982 -17%
PIAS
36
PCA Investment Advisory Services
Ohio
$161K +$156K +3,886 New
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$114K -$734K -18,342 -87%
AF
38
Allworth Financial
California
$76.1K +$320 +8 +0.4%
HI
39
Harbour Investments
Wisconsin
$30K -$6.93K -173 -19%
Fidelity Investments
40
Fidelity Investments
Massachusetts
$26.4K +$40 +1 +0.2%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$23K +$17K +425 +324%
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$13K
Wellington Management Group
43
Wellington Management Group
Massachusetts
-$728K -18,258 Closed
CRI
44
Colonial River Investments
Virginia
-$407K -10,207 Closed
SPC
45
Sigma Planning Corp
Michigan
-$239K -6,004 Closed
Jane Street
46
Jane Street
New York
-$213K -5,341 Closed
AT
47
American Trust
Kentucky
-$213K -5,256 Closed
ASN
48
Advisory Services Network
Georgia
-$76.9K -1,929 Closed

ROUS Hedge Fund Activity: Q2 2023 in Review

42 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor US Equity ETF (ROUS) for Q2 2023, worth a combined $364M — down 0.71% from $367M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of ROUS and 3 opened new positions — a net loss of 3 holders — while 21 trimmed existing stakes and 13 added.

The largest buyer was Wagner Wealth Management (South Carolina), adding an estimated $2.82M. The largest seller was Hartford Funds Management, cutting an estimated $9.53M.

  • 42 institutional investors held Hartford Multifactor US Equity ETF (ROUS) as of Q2 2023, down from 45 in Q1 2023.
  • Funds reported $364M of Hartford Multifactor US Equity ETF stock for Q2 2023, down 0.71% quarter-over-quarter.
  • 3 funds opened new Hartford Multifactor US Equity ETF positions in Q2 2023 and 6 closed out, a net change of -3 holders.
  • The largest Hartford Multifactor US Equity ETF buyer in Q2 2023 was Wagner Wealth Management (South Carolina), an estimated $2.82M added.
  • The largest Hartford Multifactor US Equity ETF seller in Q2 2023 was Hartford Funds Management, an estimated $9.53M sold.

Based on aggregated 13F filings for Q2 2023.