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Hartford Multifactor US Equity ETF

49 hedge funds and large institutions have $362M invested in Hartford Multifactor US Equity ETF in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 20 increasing their positions, 18 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $322M → $362M (+$39.2M)

11% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 18

0.57% more ownership

Funds ownership: 78.4%78.98% (+0.57%)

0% more funds holding

Funds holding: 4949 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

Holders
49
Holders Change
Holders Change %
0%
% of All Funds
0.7%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
2
Increased
20
Reduced
18
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$940K -$120K -2,413 -12%
MSFS
27
Main Street Financial Solutions
Pennsylvania
$824K +$24K +481 +3%
SA
28
Sanctuary Advisors
Indiana
$650K -$119K -2,391 -17%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$540K +$518K +10,411 New
Baird Financial Group
30
Baird Financial Group
Wisconsin
$508K
PAG
31
Private Advisor Group
New Jersey
$497K -$3.49K -70 -0.7%
IC
32
IEQ Capital
California
$490K
KWM
33
Kingsview Wealth Management
Oregon
$475K +$18K +362 +4%
Jones Financial Companies
34
Jones Financial Companies
Missouri
$339K +$118K +2,370 +56%
KSWA
35
Kathleen S. Wright Associates
Pennsylvania
$328K -$249 -5 -0.1%
HighTower Advisors
36
HighTower Advisors
Illinois
$316K -$1.49K -30 -0.5%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$313K +$174K +3,492 +138%
RIP
38
RAM Investment Partners
Washington
$298K
AWS
39
Atria Wealth Solutions
New York
$291K
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$290K +$349 +7 +0.1%
SPIA
41
Steward Partners Investment Advisory
New York
$207K
Russell Investments Group
42
Russell Investments Group
United Kingdom
$112K +$299 +6 +0.3%
Fidelity Investments
43
Fidelity Investments
Massachusetts
$85.9K -$31.5K -633 -28%
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$81.6K +$57.2K +1,148 +270%
SIC
45
Salem Investment Counselors
North Carolina
$79.2K +$76.1K +1,528 New
AF
46
Allworth Financial
California
$27.4K +$6.72K +135 +34%
HI
47
Harbour Investments
Wisconsin
$16.4K
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$16K
IAIM
49
International Assets Investment Management
Florida
$1.57K +$3.98M +79,956 +5,086%
WMA
50
West Michigan Advisors
Michigan
-$483K -10,000 Closed

ROUS Hedge Fund Activity: Q3 2024 in Review

49 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor US Equity ETF (ROUS) for Q3 2024, worth a combined $362M — up 12% from $322M a quarter earlier.

Fund positioning in ROUS was balanced in Q3 2024: 2 funds opened new positions, 2 closed out, 20 added to existing stakes and 18 trimmed.

The largest buyer was LPL Financial, adding an estimated $9.8M. The largest seller was Hartford Funds Management, cutting an estimated $4.97M.

  • 49 institutional investors held Hartford Multifactor US Equity ETF (ROUS) as of Q3 2024, unchanged from Q2 2024.
  • Funds reported $362M of Hartford Multifactor US Equity ETF stock for Q3 2024, up 12% quarter-over-quarter.
  • 2 funds opened new Hartford Multifactor US Equity ETF positions in Q3 2024 and 2 closed out, a net change of 0 holders.
  • The largest Hartford Multifactor US Equity ETF buyer in Q3 2024 was LPL Financial, an estimated $9.8M added.
  • The largest Hartford Multifactor US Equity ETF seller in Q3 2024 was Hartford Funds Management, an estimated $4.97M sold.

Based on aggregated 13F filings for Q3 2024.