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Hartford Multifactor US Equity ETF

41 hedge funds and large institutions have $303M invested in Hartford Multifactor US Equity ETF in 2021 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

23% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 13

21% more capital invested

Capital invested by funds: $249M → $303M (+$53.4M)

0% more funds holding

Funds holding: 4141 (0)

0.26% less ownership

Funds ownership: 77.31%77.05% (-0.26%)

Holders
41
Holders Change
Holders Change %
0%
% of All Funds
0.71%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
5
Increased
16
Reduced
13
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HFM
1
Hartford Funds Management
Pennsylvania
$96.3M
Ameriprise
2
Ameriprise
Minnesota
$83.2M +$26M +659,289 +47%
AAS
3
Avantax Advisory Services
Texas
$21.8M +$222K +5,631 +1%
CCM
4
Coldstream Capital Management
Washington
$20.7M +$20.4M +516,435 New
Osaic Holdings
5
Osaic Holdings
Arizona
$13.2M +$699K +17,680 +6%
MA
6
Mutual Advisors
Nebraska
$10.9M +$8.76M +221,644 +447%
LPL Financial
7
LPL Financial
California
$10.1M +$1.39M +35,155 +16%
Bank of America
8
Bank of America
North Carolina
$7.18M +$62.1K +1,572 +0.9%
Morgan Stanley
9
Morgan Stanley
New York
$7.14M +$1.81M +45,758 +35%
OBWG
10
Onyx Bridge Wealth Group
New York
$5.21M +$628K +15,887 +14%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$3.24M -$196K -4,960 -6%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$3.15M -$635K -16,076 -17%
CAAS
13
Capital Asset Advisory Services
Michigan
$2.37M -$1.05M -26,474 -31%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$2.35M -$10.6K -268 -0.5%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$2.19M +$143K +3,608 +7%
NFG
16
Next Financial Group
Texas
$1.82M +$81.2K +2,055 +5%
Wells Fargo
17
Wells Fargo
California
$1.5M -$11.8K -299 -0.8%
RPG
18
Resource Planning Group
Georgia
$1.45M -$171K -4,326 -11%
MIAN
19
Mariner Independent Advisor Network
Kansas
$996K +$221K +5,600 +29%
FPB
20
First PREMIER Bank
South Dakota
$979K
UBS Group
21
UBS Group
Switzerland
$935K +$20K +507 +2%
RJA
22
Raymond James & Associates
Florida
$773K -$24.8K -628 -3%
FTUS
23
Flow Traders U.S.
New York
$764K +$751K +19,019 New
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$634K -$21.8K -553 -3%
CRI
25
Colonial River Investments
Virginia
$576K +$40.3K +1,020 +8%

ROUS Hedge Fund Activity: Q2 2021 in Review

41 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor US Equity ETF (ROUS) for Q2 2021, worth a combined $303M — up 21% from $249M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new ROUS positions and 4 closed out — a net gain of 1 holder — while 16 added to existing stakes and 13 trimmed.

The largest buyer was Ameriprise, adding an estimated $26M. The largest seller was Geneos Wealth Management, exiting entirely with an estimated $1.57M sold.

  • 41 institutional investors held Hartford Multifactor US Equity ETF (ROUS) as of Q2 2021, unchanged from Q1 2021.
  • Funds reported $303M of Hartford Multifactor US Equity ETF stock for Q2 2021, up 21% quarter-over-quarter.
  • 5 funds opened new Hartford Multifactor US Equity ETF positions in Q2 2021 and 4 closed out, a net change of +1 holder.
  • The largest Hartford Multifactor US Equity ETF buyer in Q2 2021 was Ameriprise, an estimated $26M added.
  • The largest Hartford Multifactor US Equity ETF seller in Q2 2021 was Geneos Wealth Management, an estimated $1.57M sold.

Based on aggregated 13F filings for Q2 2021.