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Hartford Multifactor US Equity ETF
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Overview Fund Activity

41 hedge funds and large institutions have $249M invested in Hartford Multifactor US Equity ETF in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 16 reducing their positions, and 4 closing their positions.

Holders
41
Holders Change
+4
Holders Change %
+10.81%
% of All Funds
0.72%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
14
Reduced
16
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$53.3M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$11.7M
3
MA
3
Mutual Advisors
Nebraska
$1.87M
4
GWM
4
Geneos Wealth Management
Colorado
$1.57M
5
LPL Financial
5
LPL Financial
California
$8.11M

Top Sellers

1
HFM
1
Hartford Funds Management
Pennsylvania
$90.4M
2
UBS Group
2
UBS Group
Switzerland
$859K
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$3.23M
4
CAAS
4
Capital Asset Advisory Services
Michigan
$3.22M
5
Morgan Stanley
5
Morgan Stanley
New York
$4.98M
Name Market Value Shares Shares
Change 		Shares
Change %
HFM
1
Hartford Funds Management
Pennsylvania
$90.4M 2,398,784 -125,000 -5%
Ameriprise
2
Ameriprise
Minnesota
$53.3M 1,413,520 +1,250,491 +767%
AAS
3
Avantax Advisory Services
Texas
$20.2M 537,314 +1,322 +0.2%
PA
4
Paracle Advisors
Washington
$18.7M 495,774 +26,712 +6%
Osaic Holdings
5
Osaic Holdings
Arizona
$11.7M 311,175 +57,128 +22%
LPL Financial
6
LPL Financial
California
$8.11M 215,244 +37,818 +21%
Bank of America
7
Bank of America
North Carolina
$6.69M 177,372 -20,545 -10%
Morgan Stanley
8
Morgan Stanley
New York
$4.98M 132,057 -25,668 -16%
OBWG
9
Onyx Bridge Wealth Group
New York
$4.27M 113,192 +10,709 +10%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$3.56M 94,420 -4,121 -4%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$3.23M 85,616 -76,784 -47%
CAAS
12
Capital Asset Advisory Services
Michigan
$3.22M 85,401 -35,672 -29%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$2.22M 58,933 -779 -1%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$1.92M 51,043 +606 +1%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$1.87M 49,686 -1,009 -2%
MA
16
Mutual Advisors
Nebraska
$1.87M 49,554 +49,554 New
NFG
17
Next Financial Group
Texas
$1.64M 43,380 +7,076 +19%
GWM
18
Geneos Wealth Management
Colorado
$1.57M 40,018 +40,018 New
RPG
19
Resource Planning Group
Georgia
$1.52M 40,395 +1,711 +4%
Wells Fargo
20
Wells Fargo
California
$1.42M 37,596 -5,130 -12%
FPB
21
First PREMIER Bank
South Dakota
$919K 24,390 -1,825 -7%
UBS Group
22
UBS Group
Switzerland
$859K 22,789 -94,342 -81%
RJA
23
Raymond James & Associates
Florida
$749K 19,878 – –
MIAN
24
Mariner Independent Advisor Network
Kansas
$724K 19,200 -1,000 -5%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$616K 16,338 +2,548 +18%
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