We are live on ! Find out more
ROUS icon

Hartford Multifactor US Equity ETF

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.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

29% more capital invested

Capital invested by funds: $193M → $249M (+$56.1M)

11% more funds holding

Funds holding: 3741 (+4)

1.61% more ownership

Funds ownership: 75.7%77.31% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

13% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 16

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
Name Holding Trade Value Shares
Change
Change in
Stake
HFM
1
Hartford Funds Management
Pennsylvania
$90.4M -$4.57M -125,000 -5%
Ameriprise
2
Ameriprise
Minnesota
$53.3M +$45.7M +1,250,491 +767%
AAS
3
Avantax Advisory Services
Texas
$20.2M +$48.3K +1,322 +0.2%
PA
4
Paracle Advisors
Washington
$18.7M +$976K +26,712 +6%
Osaic Holdings
5
Osaic Holdings
Arizona
$11.7M +$2.09M +57,128 +22%
LPL Financial
6
LPL Financial
California
$8.11M +$1.38M +37,818 +21%
Bank of America
7
Bank of America
North Carolina
$6.68M -$750K -20,545 -10%
Morgan Stanley
8
Morgan Stanley
New York
$4.98M -$937K -25,668 -16%
OBWG
9
Onyx Bridge Wealth Group
New York
$4.27M +$391K +10,709 +10%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$3.56M -$151K -4,121 -4%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$3.23M -$2.8M -76,784 -47%
CAAS
12
Capital Asset Advisory Services
Michigan
$3.22M -$1.3M -35,672 -29%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$2.22M -$28.4K -779 -1%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$1.92M +$22.1K +606 +1%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$1.87M -$36.9K -1,009 -2%
MA
16
Mutual Advisors
Nebraska
$1.87M +$1.81M +49,554 New
NFG
17
Next Financial Group
Texas
$1.64M +$258K +7,076 +19%
GWM
18
Geneos Wealth Management
Colorado
$1.57M +$1.46M +40,018 New
RPG
19
Resource Planning Group
Georgia
$1.52M +$62.5K +1,711 +4%
Wells Fargo
20
Wells Fargo
California
$1.42M -$187K -5,130 -12%
FPB
21
First PREMIER Bank
South Dakota
$919K -$66.7K -1,825 -7%
UBS Group
22
UBS Group
Switzerland
$859K -$3.45M -94,342 -81%
RJA
23
Raymond James & Associates
Florida
$749K
MIAN
24
Mariner Independent Advisor Network
Kansas
$724K -$36.5K -1,000 -5%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$616K +$93.1K +2,548 +18%

ROUS Hedge Fund Activity: Q1 2021 in Review

41 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor US Equity ETF (ROUS) for Q1 2021, worth a combined $249M — up 29% from $193M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new ROUS positions and 4 closed out — a net gain of 4 holders — while 14 added to existing stakes and 16 trimmed.

The largest buyer was Ameriprise, adding an estimated $45.7M. The largest seller was Hartford Funds Management, cutting an estimated $4.57M.

  • 41 institutional investors held Hartford Multifactor US Equity ETF (ROUS) as of Q1 2021, up from 37 in Q4 2020.
  • Funds reported $249M of Hartford Multifactor US Equity ETF stock for Q1 2021, up 29% quarter-over-quarter.
  • 8 funds opened new Hartford Multifactor US Equity ETF positions in Q1 2021 and 4 closed out, a net change of +4 holders.
  • The largest Hartford Multifactor US Equity ETF buyer in Q1 2021 was Ameriprise, an estimated $45.7M added.
  • The largest Hartford Multifactor US Equity ETF seller in Q1 2021 was Hartford Funds Management, an estimated $4.57M sold.

Based on aggregated 13F filings for Q1 2021.