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Hartford Multifactor US Equity ETF
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Overview Fund Activity

30 hedge funds and large institutions have $173M invested in Hartford Multifactor US Equity ETF in 2020 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 15 reducing their positions, and 7 closing their positions.

Holders
30
Holders Change
-4
Holders Change %
-11.76%
% of All Funds
0.61%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
4
Increased
5
Reduced
15
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
1
Avantax Advisory Services
Texas
$18.2M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.77M
3
TCWA
3
Ten Capital Wealth Advisors
Washington
$367K
4
WWM
4
Western Wealth Management
Colorado
$208K
5
CAAS
5
Capital Asset Advisory Services
Michigan
$3.82M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$2.38M
2
RJA
2
Raymond James & Associates
Florida
$659K
3
UBS Group
3
UBS Group
Switzerland
$4.03M
4
Ameriprise
4
Ameriprise
Minnesota
$11.3M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$1.74M
Name Market Value Shares Shares
Change 		Shares
Change %
HFM
1
Hartford Funds Management
Pennsylvania
$75.8M 2,523,784 – –
AAS
2
Avantax Advisory Services
Texas
$18.2M 574,743 +60,856 +12%
PA
3
Paracle Advisors
Washington
$13M 409,401 +2,037 +0.5%
Ameriprise
4
Ameriprise
Minnesota
$11.3M 356,851 -35,860 -9%
Osaic Holdings
5
Osaic Holdings
Arizona
$8.11M 255,324 -7,549 -3%
LPL Financial
6
LPL Financial
California
$6.46M 203,524 -3,925 -2%
Bank of America
7
Bank of America
North Carolina
$6.37M 200,528 -6,238 -3%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$5.81M 183,012 – –
Morgan Stanley
9
Morgan Stanley
New York
$5.14M 161,862 -3,219 -2%
UBS Group
10
UBS Group
Switzerland
$4.03M 126,889 -47,620 -27%
CAAS
11
Capital Asset Advisory Services
Michigan
$3.82M 120,226 +4,305 +4%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$2.38M 74,794 -795,540 -91%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$2.36M 74,232 -4,941 -6%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$1.77M 55,786 +29,831 +115%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$1.74M 54,629 -11,527 -17%
Wells Fargo
16
Wells Fargo
California
$1.5M 47,085 -4,193 -8%
RPG
17
Resource Planning Group
Georgia
$1.25M 39,245 -1,476 -4%
FPB
18
First PREMIER Bank
South Dakota
$847K 26,672 – –
NFG
19
Next Financial Group
Texas
$843K 26,554 -3,822 -13%
RJA
20
Raymond James & Associates
Florida
$659K 20,752 -131,237 -86%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$375K 11,807 -141 -1%
TCWA
22
Ten Capital Wealth Advisors
Washington
$367K 11,551 +11,551 New
CA
23
Cetera Advisors
Colorado
$255K 8,027 -940 -10%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$255K 8,054 +1,610 +25%
WWM
25
Western Wealth Management
Colorado
$208K 6,548 +6,548 New
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