We are live on ! Find out more
ROUS icon

Hartford Multifactor US Equity ETF

49 hedge funds and large institutions have $322M invested in Hartford Multifactor US Equity ETF in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 22 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

4% more funds holding

Funds holding: 4749 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.28% less ownership

Funds ownership: 80.69%78.4% (-2.3%)

6% less capital invested

Capital invested by funds: $341M → $322M (-$18.9M)

50% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 22

Holders
49
Holders Change
+2
Holders Change %
+4.26%
% of All Funds
0.71%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
11
Reduced
22
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
26
Raymond James & Associates
Florida
$865K -$9.93K -210 -1%
MSFS
27
Main Street Financial Solutions
Pennsylvania
$741K +$3.07K +65 +0.4%
SA
28
Sanctuary Advisors
Indiana
$669K +$684K +14,458 New
WMA
29
West Michigan Advisors
Michigan
$483K
Baird Financial Group
30
Baird Financial Group
Wisconsin
$471K
PAG
31
Private Advisor Group
New Jersey
$464K -$45.4K -959 -9%
IC
32
IEQ Capital
California
$454K -$33.6K -710 -7%
KWM
33
Kingsview Wealth Management
Oregon
$423K +$158K +3,332 +61%
Citadel Advisors
34
Citadel Advisors
Florida
$338K -$135K -2,849 -29%
KSWA
35
Kathleen S. Wright Associates
Pennsylvania
$305K
HighTower Advisors
36
HighTower Advisors
Illinois
$295K
RIP
37
RAM Investment Partners
Washington
$277K
AWS
38
Atria Wealth Solutions
New York
$270K -$12.3K -261 -4%
Wealth Enhancement Advisory Services
39
Wealth Enhancement Advisory Services
Minnesota
$269K -$4.02K -85 -1%
Jones Financial Companies
40
Jones Financial Companies
Missouri
$202K +$199K +4,200 New
SPIA
41
Steward Partners Investment Advisory
New York
$192K
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$122K -$403K -8,517 -77%
Fidelity Investments
43
Fidelity Investments
Massachusetts
$110K
Russell Investments Group
44
Russell Investments Group
United Kingdom
$104K +$102K +2,163 New
IAIM
45
International Assets Investment Management
Florida
$75.6K +$74.3K +1,572 New
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$20.4K
AF
47
Allworth Financial
California
$19.3K -$88.1K -1,863 -83%
HI
48
Harbour Investments
Wisconsin
$15.2K -$17.9K -378 -54%
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$15K
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
-$916K -19,006 Closed

ROUS Hedge Fund Activity: Q2 2024 in Review

49 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor US Equity ETF (ROUS) for Q2 2024, worth a combined $322M — down 5.5% from $341M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new ROUS positions and 1 closed out — a net gain of 4 holders — while 11 added to existing stakes and 22 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $2.99M. The largest seller was Ameriprise, cutting an estimated $7.88M.

  • 49 institutional investors held Hartford Multifactor US Equity ETF (ROUS) as of Q2 2024, up from 47 in Q1 2024.
  • Funds reported $322M of Hartford Multifactor US Equity ETF stock for Q2 2024, down 5.5% quarter-over-quarter.
  • 5 funds opened new Hartford Multifactor US Equity ETF positions in Q2 2024 and 1 closed out, a net change of +4 holders.
  • The largest Hartford Multifactor US Equity ETF buyer in Q2 2024 was Raymond James Financial Services Advisors, an estimated $2.99M added.
  • The largest Hartford Multifactor US Equity ETF seller in Q2 2024 was Ameriprise, an estimated $7.88M sold.

Based on aggregated 13F filings for Q2 2024.