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Hartford Multifactor US Equity ETF

47 hedge funds and large institutions have $341M invested in Hartford Multifactor US Equity ETF in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 19 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

7% more funds holding

Funds holding: 4447 (+3)

5% more capital invested

Capital invested by funds: $325M → $341M (+$16.9M)

0.81% less ownership

Funds ownership: 81.5%80.69% (-0.81%)

11% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 19

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
47
Holders Change
+3
Holders Change %
+6.82%
% of All Funds
0.68%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
5
Increased
17
Reduced
19
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$916K +$461K +10,072 +113%
RJA
27
Raymond James & Associates
Florida
$876K +$10.6K +231 +1%
MSFS
28
Main Street Financial Solutions
Pennsylvania
$739K -$228K -4,972 -24%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$533K +$318K +6,943 +169%
PAG
30
Private Advisor Group
New Jersey
$511K -$36.7K -801 -7%
IC
31
IEQ Capital
California
$489K
WMA
32
West Michigan Advisors
Michigan
$482K +$458K +10,000 New
Citadel Advisors
33
Citadel Advisors
Florida
$476K -$301K -6,571 -40%
Baird Financial Group
34
Baird Financial Group
Wisconsin
$472K +$448K +9,789 New
KSWA
35
Kathleen S. Wright Associates
Pennsylvania
$305K +$8.7K +190 +3%
HighTower Advisors
36
HighTower Advisors
Illinois
$296K -$63.2K -1,380 -18%
AWS
37
Atria Wealth Solutions
New York
$283K -$57.5K -1,255 -18%
RIP
38
RAM Investment Partners
Washington
$277K
Wealth Enhancement Advisory Services
39
Wealth Enhancement Advisory Services
Minnesota
$274K -$128K -2,786 -33%
KWM
40
Kingsview Wealth Management
Oregon
$264K +$250K +5,471 New
CA
41
Cetera Advisors
Colorado
$258K +$17.9K +391 +8%
SPIA
42
Steward Partners Investment Advisory
New York
$193K
Fidelity Investments
43
Fidelity Investments
Massachusetts
$110K +$70.6K +1,543 +207%
AF
44
Allworth Financial
California
$109K +$13.4K +292 +15%
HI
45
Harbour Investments
Wisconsin
$33.5K -$1.28K -28 -4%
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$20.5K -$6K -131 -24%
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$15K
IFG
48
Independent Financial Group
California
-$3.67M -83,518 Closed

ROUS Hedge Fund Activity: Q1 2024 in Review

47 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor US Equity ETF (ROUS) for Q1 2024, worth a combined $341M — up 5.2% from $325M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new ROUS positions and 1 closed out — a net gain of 4 holders — while 17 added to existing stakes and 19 trimmed.

The largest buyer was Global Retirement Partners, adding an estimated $5.02M. The largest seller was Avantax Advisory Services, cutting an estimated $9.52M.

  • 47 institutional investors held Hartford Multifactor US Equity ETF (ROUS) as of Q1 2024, up from 44 in Q4 2023.
  • Funds reported $341M of Hartford Multifactor US Equity ETF stock for Q1 2024, up 5.2% quarter-over-quarter.
  • 5 funds opened new Hartford Multifactor US Equity ETF positions in Q1 2024 and 1 closed out, a net change of +4 holders.
  • The largest Hartford Multifactor US Equity ETF buyer in Q1 2024 was Global Retirement Partners, an estimated $5.02M added.
  • The largest Hartford Multifactor US Equity ETF seller in Q1 2024 was Avantax Advisory Services, an estimated $9.52M sold.

Based on aggregated 13F filings for Q1 2024.