We are live on ! Find out more
ROUS icon

Hartford Multifactor US Equity ETF

36 hedge funds and large institutions have $223M invested in Hartford Multifactor US Equity ETF in 2019 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 18 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 10

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

13% more capital invested

Capital invested by funds: $197M → $223M (+$25.4M)

3% more funds holding

Funds holding: 3536 (+1)

1.55% more ownership

Funds ownership: 70.8%72.35% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
36
Holders Change
+1
Holders Change %
+2.86%
% of All Funds
0.79%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
18
Reduced
10
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HFM
1
Hartford Funds Management
Pennsylvania
$85.8M
RJFSA
2
Raymond James Financial Services Advisors
Florida
$27M +$8.97M +282,745 +51%
AAS
3
Avantax Advisory Services
Texas
$14.3M +$1.57M +49,558 +13%
Morgan Stanley
4
Morgan Stanley
New York
$14M -$9M -283,507 -39%
UBS Group
5
UBS Group
Switzerland
$13.1M +$9.27M +292,186 +258%
PA
6
Paracle Advisors
Washington
$11.7M +$1.06M +33,541 +10%
Bank of America
7
Bank of America
North Carolina
$11.7M +$128K +4,049 +1%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$8.32M +$8.19M +258,186 New
LPL Financial
9
LPL Financial
California
$6.14M +$421K +13,258 +7%
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$5.78M +$643K +20,278 +13%
PAG
11
Private Advisor Group
New Jersey
$4.45M -$313K -9,872 -7%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$4.43M -$1.14M -35,912 -21%
Wells Fargo
13
Wells Fargo
California
$2.99M +$262K +8,264 +10%
AG
14
Advisor Group
Arizona
$2.44M +$644K +20,291 +37%
RPG
15
Resource Planning Group
Georgia
$2.4M +$5.93K +187 +0.3%
FAIM
16
Financial Advocates Investment Management
Washington
$1.23M -$88.3K -2,783 -7%
NFG
17
Next Financial Group
Texas
$1.19M +$530K +16,717 +82%
Ameriprise
18
Ameriprise
Minnesota
$1.18M +$870K +27,419 +299%
FPB
19
First PREMIER Bank
South Dakota
$849K +$190K +5,990 +29%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$798K -$254K -8,014 -24%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$628K +$137K +4,332 +29%
MIAN
22
Mariner Independent Advisor Network
Kansas
$563K -$198K -6,236 -26%
RJA
23
Raymond James & Associates
Florida
$543K +$93.5K +2,946 +21%
Citadel Advisors
24
Citadel Advisors
Florida
$415K -$426K -13,430 -51%
RFC
25
Regions Financial Corp
Alabama
$272K

ROUS Hedge Fund Activity: Q3 2019 in Review

36 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor US Equity ETF (ROUS) for Q3 2019, worth a combined $223M — up 13% from $197M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new ROUS positions and 2 closed out — a net gain of 1 holder — while 18 added to existing stakes and 10 trimmed.

The largest buyer was UBS Group, adding an estimated $9.27M. The largest seller was Morgan Stanley, cutting an estimated $9M.

  • 36 institutional investors held Hartford Multifactor US Equity ETF (ROUS) as of Q3 2019, up from 35 in Q2 2019.
  • Funds reported $223M of Hartford Multifactor US Equity ETF stock for Q3 2019, up 13% quarter-over-quarter.
  • 3 funds opened new Hartford Multifactor US Equity ETF positions in Q3 2019 and 2 closed out, a net change of +1 holder.
  • The largest Hartford Multifactor US Equity ETF buyer in Q3 2019 was UBS Group, an estimated $9.27M added.
  • The largest Hartford Multifactor US Equity ETF seller in Q3 2019 was Morgan Stanley, an estimated $9M sold.

Based on aggregated 13F filings for Q3 2019.