Hartford Multifactor US Equity ETF
ROUS
58 hedge funds and large institutions have $327M invested in Hartford Multifactor US Equity ETF in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 17 reducing their positions, and 2 closing their positions.
550% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 2
41% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 17
18% more funds holding
Funds holding: 49 → 58 (+9)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3.76% less ownership
Funds ownership: 78.98% → 75.22% (-3.8%)
10% less capital invested
Capital invested by funds: $362M → $327M (-$35M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$17.2M |
| 2 |
LPL Financial
San Diego,
California
|
+$4.6M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$4.51M |
| 4 |
Morgan Stanley
New York
|
+$3.45M |
| 5 |
FA
Fermata Advisors
Sonoma,
California
|
+$3.44M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HFM
Hartford Funds Management
Wayne,
Pennsylvania
|
-$80.5M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
-$1.13M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$392K |
| 4 |
GRP
Global Retirement Partners
San Rafael,
California
|
-$370K |
| 5 |
CCM
Coldstream Capital Management
Bellevue,
Washington
|
-$267K |
ROUS Hedge Fund Activity: Q4 2024 in Review
58 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor US Equity ETF (ROUS) for Q4 2024, worth a combined $327M — down 9.7% from $362M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new ROUS positions and 2 closed out — a net gain of 11 holders — while 24 added to existing stakes and 17 trimmed.
The largest buyer was Ameriprise, adding an estimated $17.2M. The largest seller was Hartford Funds Management, cutting an estimated $80.5M.
- 58 institutional investors held Hartford Multifactor US Equity ETF (ROUS) as of Q4 2024, up from 49 in Q3 2024.
- Funds reported $327M of Hartford Multifactor US Equity ETF stock for Q4 2024, down 9.7% quarter-over-quarter.
- 13 funds opened new Hartford Multifactor US Equity ETF positions in Q4 2024 and 2 closed out, a net change of +11 holders.
- The largest Hartford Multifactor US Equity ETF buyer in Q4 2024 was Ameriprise, an estimated $17.2M added.
- The largest Hartford Multifactor US Equity ETF seller in Q4 2024 was Hartford Funds Management, an estimated $80.5M sold.
Based on aggregated 13F filings for Q4 2024.