Hartford Multifactor US Equity ETF
ROUS
11 hedge funds and large institutions have $51.4M invested in Hartford Multifactor US Equity ETF in 2018 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 1 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
60% more capital invested
Capital invested by funds: $32.2M → $51.4M (+$19.2M)
25% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 4
10% more funds holding
Funds holding: 10 → 11 (+1)
3.36% more ownership
Funds ownership: 86.05% → 89.41% (+3.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$9.2M |
| 2 |
LPL Financial
San Diego,
California
|
+$5.39M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$601K |
| 4 |
PA
Paracle Advisors
Mercer Island,
Washington
|
+$429K |
| 5 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
+$53.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LS
Lattice Strategies
Wayne,
Pennsylvania
|
-$1.82M |
| 2 |
Jane Street
New York
|
-$474K |
| 3 |
VF
Virtu Financial
New York
|
-$370K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$60.4K |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$41.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LS
1
Lattice Strategies
Wayne,
Pennsylvania
| $25.1M | -$1.82M | -57,100 | -7% |
|
|
2
UBS Group
Zurich,
Switzerland
| $9M | +$9.2M | +288,197 | +29,199% |
|
|
HFM
3
Hartford Funds Management
Wayne,
Pennsylvania
| $6.77M | +$6.94M | +217,430 | New |
|
|
4
LPL Financial
San Diego,
California
| $5.64M | +$5.39M | +168,921 | +1,384% |
|
|
5
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $1.11M | +$601K | +18,820 | +113% |
|
|
6
Jane Street
New York
| $948K | -$474K | -14,861 | -33% |
|
7
HighTower Advisors
Chicago,
Illinois
| $939K | +$2.71K | +85 | +0.3% |
|
|
8
Bank of America
Charlotte,
North Carolina
| $884K | -$60.4K | -1,891 | -6% |
|
|
FAIM
9
Financial Advocates Investment Management
Olympia,
Washington
| $467K | +$53.1K | +1,665 | +12% |
|
|
PA
10
Paracle Advisors
Mercer Island,
Washington
| $418K | +$429K | +13,447 | New |
|
|
LTFS
11
Ladenburg Thalmann Financial Services
Miami,
Florida
| $58K | -$41.9K | -1,313 | -41% |
|
|
VF
12
Virtu Financial
New York
| – | -$370K | -11,842 | Closed |
|
ROUS Hedge Fund Activity: Q1 2018 in Review
11 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor US Equity ETF (ROUS) for Q1 2018, worth a combined $51.4M — up 60% from $32.2M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new ROUS positions and 1 closed out — a net gain of 1 holder — while 5 added to existing stakes and 4 trimmed.
The largest buyer was UBS Group, adding an estimated $9.2M. The largest seller was Lattice Strategies, cutting an estimated $1.82M.
- 11 institutional investors held Hartford Multifactor US Equity ETF (ROUS) as of Q1 2018, up from 10 in Q4 2017.
- Funds reported $51.4M of Hartford Multifactor US Equity ETF stock for Q1 2018, up 60% quarter-over-quarter.
- 2 funds opened new Hartford Multifactor US Equity ETF positions in Q1 2018 and 1 closed out, a net change of +1 holder.
- The largest Hartford Multifactor US Equity ETF buyer in Q1 2018 was UBS Group, an estimated $9.2M added.
- The largest Hartford Multifactor US Equity ETF seller in Q1 2018 was Lattice Strategies, an estimated $1.82M sold.
Based on aggregated 13F filings for Q1 2018.