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Hartford Multifactor US Equity ETF

3 hedge funds and large institutions have $26M invested in Hartford Multifactor US Equity ETF in 2015 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding

Funds holding: 13 (+2)

17% more capital invested

Capital invested by funds: $22.2M → $26M (+$3.76M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.34% less ownership

Funds ownership: 99.12%96.79% (-2.3%)

Holders
3
Holders Change
+2
Holders Change %
+200%
% of All Funds
0.08%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
2
Increased
1
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change
Change in
Stake
LS
1
Lattice Strategies
Pennsylvania
$24.8M +$3.15M +126,055 +14%
VKH
2
Virtu KCG Holdings
New York
$980K +$999K +39,987 New
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$159K +$162K +6,500 New

ROUS Hedge Fund Activity: Q2 2015 in Review

3 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor US Equity ETF (ROUS) for Q2 2015, worth a combined $26M — up 17% from $22.2M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new ROUS positions and 0 closed out — a net gain of 2 holders — while 1 added to existing stakes and 0 trimmed.

The largest buyer was Lattice Strategies, adding an estimated $3.15M.

  • 3 institutional investors held Hartford Multifactor US Equity ETF (ROUS) as of Q2 2015, up from 1 in Q1 2015.
  • Funds reported $26M of Hartford Multifactor US Equity ETF stock for Q2 2015, up 17% quarter-over-quarter.
  • 2 funds opened new Hartford Multifactor US Equity ETF positions in Q2 2015 and 0 closed out, a net change of +2 holders.
  • The largest Hartford Multifactor US Equity ETF buyer in Q2 2015 was Lattice Strategies, an estimated $3.15M added.

Based on aggregated 13F filings for Q2 2015.