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Hartford Multifactor US Equity ETF

25 hedge funds and large institutions have $156M invested in Hartford Multifactor US Equity ETF in 2018 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

67% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 6

6% more capital invested

Capital invested by funds: $147M → $156M (+$9.09M)

4% more funds holding

Funds holding: 2425 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2.64% less ownership

Funds ownership: 85.8%83.16% (-2.6%)

Holders
25
Holders Change
+1
Holders Change %
+4.17%
% of All Funds
0.56%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
4
Increased
10
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HFM
1
Hartford Funds Management
Pennsylvania
$63.7M
LS
2
Lattice Strategies
Pennsylvania
$23.3M -$25.8K -850 -0.1%
Morgan Stanley
3
Morgan Stanley
New York
$16.5M +$16.6M +545,967 +1,167%
LPL Financial
4
LPL Financial
California
$10.1M +$2.49M +81,852 +29%
Bank of America
5
Bank of America
North Carolina
$9.81M +$4.22M +138,721 +65%
UBS Group
6
UBS Group
Switzerland
$6.75M +$328K +10,791 +5%
PA
7
Paracle Advisors
Washington
$5.15M +$2.43M +79,874 +76%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$5.12M +$5.12M +168,402 +1,069%
PAG
9
Private Advisor Group
New Jersey
$4.63M +$5.06M +166,392 New
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$4.37M +$656K +21,600 +16%
MIAN
11
Mariner Independent Advisor Network
Kansas
$1.75M +$1.5M +49,278 +457%
Wells Fargo
12
Wells Fargo
California
$1.7M +$1.43M +47,099 +337%
FAIM
13
Financial Advocates Investment Management
Washington
$976K -$594K -19,548 -36%
AG
14
Advisor Group
Arizona
$938K +$620K +20,401 +153%
RJA
15
Raymond James & Associates
Florida
$414K -$82.1K -2,700 -15%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$359K -$267K -8,781 -40%
MML Investors Services
17
MML Investors Services
Massachusetts
$304K +$332K +10,936 New
HighTower Advisors
18
HighTower Advisors
Illinois
$271K -$594K -19,532 -67%
S
19
SignatureFD
Georgia
$76K +$83.5K +2,746 New
FHA
20
Flagship Harbor Advisors
Massachusetts
$49K -$176K -5,779 -77%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$44K
GWM
22
Geneos Wealth Management
Colorado
$19K
CIAS
23
Capital Investment Advisory Services
North Carolina
$15K +$16.4K +539 New
JCM
24
Jacobi Capital Management
Pennsylvania
$2K
Jane Street
25
Jane Street
New York
-$2.93M -88,549 Closed

ROUS Hedge Fund Activity: Q4 2018 in Review

25 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor US Equity ETF (ROUS) for Q4 2018, worth a combined $156M — up 6.2% from $147M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new ROUS positions and 2 closed out — a net gain of 2 holders — while 10 added to existing stakes and 6 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $16.6M. The largest seller was Jane Street, exiting entirely with an estimated $2.93M sold.

  • 25 institutional investors held Hartford Multifactor US Equity ETF (ROUS) as of Q4 2018, up from 24 in Q3 2018.
  • Funds reported $156M of Hartford Multifactor US Equity ETF stock for Q4 2018, up 6.2% quarter-over-quarter.
  • 4 funds opened new Hartford Multifactor US Equity ETF positions in Q4 2018 and 2 closed out, a net change of +2 holders.
  • The largest Hartford Multifactor US Equity ETF buyer in Q4 2018 was Morgan Stanley, an estimated $16.6M added.
  • The largest Hartford Multifactor US Equity ETF seller in Q4 2018 was Jane Street, an estimated $2.93M sold.

Based on aggregated 13F filings for Q4 2018.