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Hartford Multifactor US Equity ETF
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Overview Fund Activity

37 hedge funds and large institutions have $193M invested in Hartford Multifactor US Equity ETF in 2020 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 17 reducing their positions, and 1 closing their positions.

Holders
37
Holders Change
+7
Holders Change %
+23.33%
% of All Funds
0.66%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
8
Reduced
17
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OBWG
1
Onyx Bridge Wealth Group
New York
$3.6M
2
PA
2
Paracle Advisors
Washington
$16.5M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$3.46M
4
MIAN
4
Mariner Independent Advisor Network
Kansas
$709K
5
NFG
5
Next Financial Group
Texas
$1.27M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$5.72M
2
AAS
2
Avantax Advisory Services
Texas
$18.8M
3
LPL Financial
3
LPL Financial
California
$6.23M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$5.7M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$2.1M
Name Market Value Shares Shares
Change 		Shares
Change %
HFM
1
Hartford Funds Management
Pennsylvania
$88.6M 2,523,784 – –
AAS
2
Avantax Advisory Services
Texas
$18.8M 535,992 -38,751 -7%
PA
3
Paracle Advisors
Washington
$16.5M 469,062 +59,661 +15%
Osaic Holdings
4
Osaic Holdings
Arizona
$8.92M 254,047 -1,277 -0.5%
Bank of America
5
Bank of America
North Carolina
$6.95M 197,917 -2,611 -1%
LPL Financial
6
LPL Financial
California
$6.23M 177,426 -26,098 -13%
Ameriprise
7
Ameriprise
Minnesota
$5.72M 163,029 -193,822 -54%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$5.7M 162,400 -20,612 -11%
Morgan Stanley
9
Morgan Stanley
New York
$5.54M 157,725 -4,137 -3%
CAAS
10
Capital Asset Advisory Services
Michigan
$4.25M 121,073 +847 +0.7%
UBS Group
11
UBS Group
Switzerland
$4.11M 117,131 -9,758 -8%
OBWG
12
Onyx Bridge Wealth Group
New York
$3.6M 102,483 +102,483 New
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$3.46M 98,541 +24,309 +33%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$2.1M 59,712 -15,082 -20%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$1.78M 50,695 -5,091 -9%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$1.77M 50,437 -4,192 -8%
Wells Fargo
17
Wells Fargo
California
$1.5M 42,726 -4,359 -9%
RPG
18
Resource Planning Group
Georgia
$1.36M 38,684 -561 -1%
NFG
19
Next Financial Group
Texas
$1.27M 36,304 +9,750 +37%
FPB
20
First PREMIER Bank
South Dakota
$920K 26,215 -457 -2%
MIAN
21
Mariner Independent Advisor Network
Kansas
$709K 20,200 +20,200 New
RJA
22
Raymond James & Associates
Florida
$698K 19,878 -874 -4%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$484K 13,790 +1,983 +17%
TCWA
24
Ten Capital Wealth Advisors
Washington
$339K 9,672 -1,879 -16%
CA
25
Cetera Advisors
Colorado
$323K 9,202 +1,175 +15%
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