Hartford Multifactor US Equity ETF
ROUS
5 hedge funds and large institutions have $23.2M invested in Hartford Multifactor US Equity ETF in 2016 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 2 closing their positions.
28% more capital invested
Capital invested by funds: $18.2M → $23.2M (+$5.02M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
6.97% less ownership
Funds ownership: 95.95% → 88.97% (-7%)
17% less funds holding
Funds holding: 6 → 5 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LS
Lattice Strategies
Wayne,
Pennsylvania
|
+$4.37M |
| 2 |
Jane Street
New York
|
+$779K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$308K |
| 2 |
VKH
Virtu KCG Holdings
New York
|
-$73.7K |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$47.7K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$39.4K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LS
1
Lattice Strategies
Wayne,
Pennsylvania
| $21.2M | +$4.37M | +196,496 | +28% |
|
|
VKH
2
Virtu KCG Holdings
New York
| $927K | -$73.7K | -3,313 | -8% |
|
|
3
Jane Street
New York
| $830K | +$779K | +35,024 | New |
|
|
4
Envestnet Asset Management
Chicago,
Illinois
| $171K | -$39.4K | -1,770 | -20% |
|
|
LTFS
5
Ladenburg Thalmann Financial Services
Miami,
Florida
| $94K | -$47.7K | -2,144 | -35% |
|
|
6
Citadel Advisors
Miami,
Florida
| – | -$308K | -12,957 | Closed |
|
|
7
UBS Group
Zurich,
Switzerland
| – | -$4K | -178 | Closed |
|
ROUS Hedge Fund Activity: Q1 2016 in Review
5 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor US Equity ETF (ROUS) for Q1 2016, worth a combined $23.2M — up 28% from $18.2M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of ROUS and 1 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 1 added.
The largest buyer was Lattice Strategies, adding an estimated $4.37M. The largest seller was Citadel Advisors, exiting entirely with an estimated $308K sold.
- 5 institutional investors held Hartford Multifactor US Equity ETF (ROUS) as of Q1 2016, down from 6 in Q4 2015.
- Funds reported $23.2M of Hartford Multifactor US Equity ETF stock for Q1 2016, up 28% quarter-over-quarter.
- 1 fund opened new Hartford Multifactor US Equity ETF positions in Q1 2016 and 2 closed out, a net change of -1 holder.
- The largest Hartford Multifactor US Equity ETF buyer in Q1 2016 was Lattice Strategies, an estimated $4.37M added.
- The largest Hartford Multifactor US Equity ETF seller in Q1 2016 was Citadel Advisors, an estimated $308K sold.
Based on aggregated 13F filings for Q1 2016.