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Hartford Multifactor US Equity ETF

24 hedge funds and large institutions have $147M invested in Hartford Multifactor US Equity ETF in 2018 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 4 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 4

41% more funds holding

Funds holding: 1724 (+7)

26% more capital invested

Capital invested by funds: $117M → $147M (+$30.4M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.89% less ownership

Funds ownership: 87.69%85.8% (-1.9%)

Holders
24
Holders Change
+7
Holders Change %
+41.18%
% of All Funds
0.55%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
7
Increased
10
Reduced
4
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HFM
1
Hartford Funds Management
Pennsylvania
$75.4M
LS
2
Lattice Strategies
Pennsylvania
$27.6M -$45.9K -1,400 -0.2%
LPL Financial
3
LPL Financial
California
$9.31M +$3.07M +93,633 +50%
UBS Group
4
UBS Group
Switzerland
$7.67M -$40.9K -1,248 -0.5%
Bank of America
5
Bank of America
North Carolina
$7.07M +$4.91M +149,928 +234%
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$4.47M +$4.38M +133,554 +7,115%
PA
7
Paracle Advisors
Washington
$3.48M +$2.72M +83,002 +370%
Jane Street
8
Jane Street
New York
$2.93M +$2.49M +75,833 +596%
FAIM
9
Financial Advocates Investment Management
Washington
$1.73M +$1.2M +36,737 +205%
Morgan Stanley
10
Morgan Stanley
New York
$1.55M +$1.53M +46,784 New
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$1.35M +$1.34M +40,745 New
HighTower Advisors
12
HighTower Advisors
Illinois
$966K -$33.3K -1,016 -3%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$717K +$224K +6,841 +46%
RJA
14
Raymond James & Associates
Florida
$582K +$577K +17,600 New
RJFSA
15
Raymond James Financial Services Advisors
Florida
$521K +$267K +8,146 +107%
Wells Fargo
16
Wells Fargo
California
$462K +$458K +13,990 New
AG
17
Advisor Group
Arizona
$442K +$425K +12,966 +3,242%
MIAN
18
Mariner Independent Advisor Network
Kansas
$356K +$353K +10,780 New
FHA
19
Flagship Harbor Advisors
Massachusetts
$249K -$754 -23 -0.3%
WWMSC
20
Wagner Wealth Management (South Carolina)
South Carolina
$207K +$205K +6,270 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$53K +$47.5K +1,450 +967%
GWM
22
Geneos Wealth Management
Colorado
$23K
JCM
23
Jacobi Capital Management
Pennsylvania
$2K +$2.46K +75 New

ROUS Hedge Fund Activity: Q3 2018 in Review

24 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor US Equity ETF (ROUS) for Q3 2018, worth a combined $147M — up 26% from $117M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new ROUS positions and 0 closed out — a net gain of 7 holders — while 10 added to existing stakes and 4 trimmed.

The largest buyer was Bank of America, adding an estimated $4.91M. The largest seller was Lattice Strategies, cutting an estimated $45.9K.

  • 24 institutional investors held Hartford Multifactor US Equity ETF (ROUS) as of Q3 2018, up from 17 in Q2 2018.
  • Funds reported $147M of Hartford Multifactor US Equity ETF stock for Q3 2018, up 26% quarter-over-quarter.
  • 7 funds opened new Hartford Multifactor US Equity ETF positions in Q3 2018 and 0 closed out, a net change of +7 holders.
  • The largest Hartford Multifactor US Equity ETF buyer in Q3 2018 was Bank of America, an estimated $4.91M added.
  • The largest Hartford Multifactor US Equity ETF seller in Q3 2018 was Lattice Strategies, an estimated $45.9K sold.

Based on aggregated 13F filings for Q3 2018.