Hartford Multifactor US Equity ETF
ROUS
4 hedge funds and large institutions have $25.9M invested in Hartford Multifactor US Equity ETF in 2016 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 1 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
10.32% more ownership
Funds ownership: 85.08% → 95.4% (+10%)
8% more capital invested
Capital invested by funds: $23.9M → $25.9M (+$1.95M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
20% less funds holding
Funds holding: 5 → 4 (-1)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LS
Lattice Strategies
Wayne,
Pennsylvania
|
+$678K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$263K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VKH
Virtu KCG Holdings
New York
|
-$267K |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$93K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LS
1
Lattice Strategies
Wayne,
Pennsylvania
| $25M | +$678K | +27,200 | +3% |
|
|
VKH
2
Virtu KCG Holdings
New York
| $401K | -$267K | -10,718 | -41% |
|
|
3
UBS Group
Zurich,
Switzerland
| $342K | +$263K | +10,556 | +399% |
|
|
LTFS
4
Ladenburg Thalmann Financial Services
Miami,
Florida
| $78K | – | – | – |
|
|
5
Envestnet Asset Management
Chicago,
Illinois
| – | -$93K | -3,785 | Closed |
|
ROUS Hedge Fund Activity: Q4 2016 in Review
4 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor US Equity ETF (ROUS) for Q4 2016, worth a combined $25.9M — up 8.2% from $23.9M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of ROUS and 0 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 2 added.
The largest buyer was Lattice Strategies, adding an estimated $678K. The largest seller was Virtu KCG Holdings, cutting an estimated $267K.
- 4 institutional investors held Hartford Multifactor US Equity ETF (ROUS) as of Q4 2016, down from 5 in Q3 2016.
- Funds reported $25.9M of Hartford Multifactor US Equity ETF stock for Q4 2016, up 8.2% quarter-over-quarter.
- 0 funds opened new Hartford Multifactor US Equity ETF positions in Q4 2016 and 1 closed out, a net change of -1 holder.
- The largest Hartford Multifactor US Equity ETF buyer in Q4 2016 was Lattice Strategies, an estimated $678K added.
- The largest Hartford Multifactor US Equity ETF seller in Q4 2016 was Virtu KCG Holdings, an estimated $267K sold.
Based on aggregated 13F filings for Q4 2016.