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Hartford Multifactor US Equity ETF
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Overview Fund Activity

55 hedge funds and large institutions have $339M invested in Hartford Multifactor US Equity ETF in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 21 increasing their positions, 24 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
55
Holders Change
-1
Holders Change %
-1.79%
% of All Funds
0.74%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
5
Increased
21
Reduced
24
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$3.85M
2
TSMHT
Thurston Springer Miller Herd & Titak
Indiana
+$1.87M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$1.64M
4
Bank of America
Bank of America
North Carolina
+$932K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$806K

Top Sellers

1
PAG
Private Advisor Group
New Jersey
-$4.83M
2
Raymond James Financial
Raymond James Financial
Florida
-$1.85M
3
GIA
Gladstone Institutional Advisory
Florida
-$1.24M
4
Mariner
Mariner
Kansas
-$1.18M
5
Ameriprise
Ameriprise
Minnesota
-$1.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIA
26
Gladstone Institutional Advisory
Florida
$1.38M -$1.24M -23,089 -47%
MSFS
27
Main Street Financial Solutions
Pennsylvania
$1.35M +$329K +6,121 +32%
NA
28
NewEdge Advisors
Louisiana
$1.21M +$188K +3,502 +18%
FPB
29
First PREMIER Bank
South Dakota
$1.15M – – –
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$1.11M -$1.05M -19,480 -49%
WWM
31
Wagner Wealth Management
South Carolina
$1.08M +$2.68K +50 +0.2%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$929K -$85.5K -1,593 -8%
AWS
33
Atria Wealth Solutions
New York
$888K +$633K +11,795 +248%
Osaic Holdings
34
Osaic Holdings
Arizona
$855K -$45.1K -886 -5%
VHAM
35
Van Hulzen Asset Management
California
$688K +$13.1K +244 +2%
Envestnet Portfolio Solutions
36
Envestnet Portfolio Solutions
Illinois
$652K +$652K +12,135 New
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$642K +$104K +1,937 +19%
KWM
38
Kingsview Wealth Management
Oregon
$628K +$128K +2,378 +25%
HI
39
Harbour Investments
Wisconsin
$565K +$287K +5,353 +103%
IC
40
IEQ Capital
California
$507K – – –
Baird Financial Group
41
Baird Financial Group
Wisconsin
$483K -$42.4K -789 -8%
JWCA
42
J.W. Cole Advisors
Florida
$384K +$752 +14 +0.2%
RIP
43
RAM Investment Partners
Washington
$359K +$122K +2,281 +52%
PAG
44
Private Advisor Group
New Jersey
$356K -$4.83M -89,936 -93%
KSWA
45
Kathleen S. Wright Associates
Pennsylvania
$333K – – –
Goldman Sachs
46
Goldman Sachs
New York
$307K +$307K +5,727 New
HighTower Advisors
47
HighTower Advisors
Illinois
$256K -$81.4K -1,516 -24%
Wealth Enhancement Advisory Services
48
Wealth Enhancement Advisory Services
Minnesota
$236K +$236K +4,338 New
SPIA
49
Steward Partners Investment Advisory
New York
$229K -$9.93K -185 -4%
Fidelity Investments
50
Fidelity Investments
Massachusetts
$132K -$10.4K -193 -7%
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