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Hartford Multifactor US Equity ETF

35 hedge funds and large institutions have $289M invested in Hartford Multifactor US Equity ETF in 2021 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 15 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less capital invested

Capital invested by funds: $303M → $289M (-$13.3M)

2.57% less ownership

Funds ownership: 77.05%74.48% (-2.6%)

15% less funds holding

Funds holding: 4135 (-6)

17% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 18

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 5

Holders
35
Holders Change
-6
Holders Change %
-14.63%
% of All Funds
0.61%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
Increased
15
Reduced
18
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HFM
1
Hartford Funds Management
Pennsylvania
$95.6M +$17K +415 +0%
Ameriprise
2
Ameriprise
Minnesota
$84.8M +$2.34M +57,080 +3%
AAS
3
Avantax Advisory Services
Texas
$21.5M -$182K -4,434 -0.8%
CCM
4
Coldstream Capital Management
Washington
$21M +$446K +10,867 +2%
Osaic Holdings
5
Osaic Holdings
Arizona
$13M -$118K -2,863 -0.9%
LPL Financial
6
LPL Financial
California
$10.5M +$537K +13,066 +5%
Morgan Stanley
7
Morgan Stanley
New York
$7.96M +$900K +21,907 +12%
Bank of America
8
Bank of America
North Carolina
$7.13M +$411 +10 +0%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$3.12M -$99.5K -2,422 -3%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$3.11M -$6.2K -151 -0.2%
UBS Group
11
UBS Group
Switzerland
$2.48M +$1.6M +39,058 +168%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$2.32M -$14.7K -358 -0.6%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$2.32M +$149K +3,626 +7%
CAAS
14
Capital Asset Advisory Services
Michigan
$2.04M -$312K -7,585 -13%
NFG
15
Next Financial Group
Texas
$1.58M -$233K -5,664 -12%
Wells Fargo
16
Wells Fargo
California
$1.47M -$12.4K -301 -0.8%
RPG
17
Resource Planning Group
Georgia
$1.35M -$89.1K -2,169 -6%
MIAN
18
Mariner Independent Advisor Network
Kansas
$1.01M +$20.5K +500 +2%
FPB
19
First PREMIER Bank
South Dakota
$971K
FTUS
20
Flow Traders U.S.
New York
$903K +$150K +3,658 +19%
RJA
21
Raymond James & Associates
Florida
$768K +$822 +20 +0.1%
OBWG
22
Onyx Bridge Wealth Group
New York
$660K -$4.64M -113,076 -88%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$582K +$133K +3,236 +28%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$553K -$78K -1,900 -12%
PAG
25
Private Advisor Group
New Jersey
$540K +$251K +6,112 +82%

ROUS Hedge Fund Activity: Q3 2021 in Review

35 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor US Equity ETF (ROUS) for Q3 2021, worth a combined $289M — down 4.4% from $303M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of ROUS and 0 opened new positions — a net loss of 5 holders — while 18 trimmed existing stakes and 15 added.

The largest buyer was Ameriprise, adding an estimated $2.34M. The largest seller was Mutual Advisors, cutting an estimated $10.8M.

  • 35 institutional investors held Hartford Multifactor US Equity ETF (ROUS) as of Q3 2021, down from 41 in Q2 2021.
  • Funds reported $289M of Hartford Multifactor US Equity ETF stock for Q3 2021, down 4.4% quarter-over-quarter.
  • 0 funds opened new Hartford Multifactor US Equity ETF positions in Q3 2021 and 5 closed out, a net change of -5 holders.
  • The largest Hartford Multifactor US Equity ETF buyer in Q3 2021 was Ameriprise, an estimated $2.34M added.
  • The largest Hartford Multifactor US Equity ETF seller in Q3 2021 was Mutual Advisors, an estimated $10.8M sold.

Based on aggregated 13F filings for Q3 2021.