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Hartford Multifactor US Equity ETF

34 hedge funds and large institutions have $197M invested in Hartford Multifactor US Equity ETF in 2020 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 11 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more capital invested

Capital invested by funds: $160M → $197M (+$37.8M)

13.16% more ownership

Funds ownership: 61.84%74.99% (+13%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

11% less funds holding

Funds holding: 3834 (-4)

39% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 18

67% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 6

Holders
34
Holders Change
-4
Holders Change %
-10.53%
% of All Funds
0.7%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
2
Increased
11
Reduced
18
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HFM
1
Hartford Funds Management
Pennsylvania
$75.8M -$2.89M -99,934 -4%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$26.1M +$25.2M +870,334 New
AAS
3
Avantax Advisory Services
Texas
$15.4M +$525K +18,110 +4%
PA
4
Paracle Advisors
Washington
$12.2M +$845K +29,170 +8%
Ameriprise
5
Ameriprise
Minnesota
$11.8M +$5.02M +173,449 +79%
Osaic Holdings
6
Osaic Holdings
Arizona
$7.89M -$2.72M -93,889 -26%
LPL Financial
7
LPL Financial
California
$6.23M -$1.09M -37,664 -15%
Bank of America
8
Bank of America
North Carolina
$6.21M -$2.88M -99,336 -32%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$5.5M -$527K -18,208 -9%
UBS Group
10
UBS Group
Switzerland
$5.24M -$1.48M -51,191 -23%
Morgan Stanley
11
Morgan Stanley
New York
$4.96M -$2.06M -71,180 -30%
RJA
12
Raymond James & Associates
Florida
$4.56M +$1.87M +64,587 +74%
CAAS
13
Capital Asset Advisory Services
Michigan
$3.73M +$478K +16,514 +17%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$2.38M -$1.07M -37,029 -32%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$1.99M +$362K +12,489 +23%
Wells Fargo
16
Wells Fargo
California
$1.54M -$260K -8,973 -15%
RPG
17
Resource Planning Group
Georgia
$1.22M -$150K -5,178 -11%
NFG
18
Next Financial Group
Texas
$912K -$26K -898 -3%
FPB
19
First PREMIER Bank
South Dakota
$801K +$1.74K +60 +0.2%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$780K -$3.06M -105,647 -80%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$359K +$50.4K +1,739 +17%
FAIM
22
Financial Advocates Investment Management
Washington
$349K -$38K -1,312 -10%
Citadel Advisors
23
Citadel Advisors
Florida
$321K +$52.3K +1,807 +20%
CA
24
Cetera Advisors
Colorado
$269K -$6.08K -210 -2%
HighTower Advisors
25
HighTower Advisors
Illinois
$235K +$227K +7,851 New

ROUS Hedge Fund Activity: Q2 2020 in Review

34 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor US Equity ETF (ROUS) for Q2 2020, worth a combined $197M — up 24% from $160M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of ROUS and 2 opened new positions — a net loss of 4 holders — while 18 trimmed existing stakes and 11 added.

The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $25.2M. The largest seller was Susquehanna International Group, cutting an estimated $3.06M.

  • 34 institutional investors held Hartford Multifactor US Equity ETF (ROUS) as of Q2 2020, down from 38 in Q1 2020.
  • Funds reported $197M of Hartford Multifactor US Equity ETF stock for Q2 2020, up 24% quarter-over-quarter.
  • 2 funds opened new Hartford Multifactor US Equity ETF positions in Q2 2020 and 6 closed out, a net change of -4 holders.
  • The largest Hartford Multifactor US Equity ETF buyer in Q2 2020 was Raymond James Financial Services Advisors, an estimated $25.2M added.
  • The largest Hartford Multifactor US Equity ETF seller in Q2 2020 was Susquehanna International Group, an estimated $3.06M sold.

Based on aggregated 13F filings for Q2 2020.