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Hartford Multifactor US Equity ETF

42 hedge funds and large institutions have $304M invested in Hartford Multifactor US Equity ETF in 2021 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 16 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 1

20% more funds holding

Funds holding: 3542 (+7)

5% more capital invested

Capital invested by funds: $289M → $304M (+$14.5M)

0.23% more ownership

Funds ownership: 74.48%74.71% (+0.23%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 16

Holders
42
Holders Change
+7
Holders Change %
+20%
% of All Funds
0.65%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
16
Reduced
16
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HFM
1
Hartford Funds Management
Pennsylvania
$106M -$761 -18 -0%
Ameriprise
2
Ameriprise
Minnesota
$74.6M -$18.5M -438,605 -21%
CCM
3
Coldstream Capital Management
Washington
$24M +$763K +18,062 +3%
AAS
4
Avantax Advisory Services
Texas
$23.5M -$178K -4,210 -0.8%
Osaic Holdings
5
Osaic Holdings
Arizona
$14.3M -$74.5K -1,763 -0.5%
LPL Financial
6
LPL Financial
California
$11.7M +$64.4K +1,524 +0.6%
Morgan Stanley
7
Morgan Stanley
New York
$9.64M +$811K +19,194 +10%
Bank of America
8
Bank of America
North Carolina
$7.97M +$93.7K +2,218 +1%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$4.08M +$609K +14,420 +18%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$2.86M -$563K -13,314 -17%
UBS Group
11
UBS Group
Switzerland
$2.74M -$4.65K -110 -0.2%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$2.58M +$9.93K +235 +0.4%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$2.55M -$10.9K -257 -0.4%
Wells Fargo
14
Wells Fargo
California
$1.86M +$222K +5,255 +14%
NFG
15
Next Financial Group
Texas
$1.86M +$101K +2,389 +6%
MA
16
Mutual Advisors
Nebraska
$1.49M +$1.04M +24,633 +265%
RPG
17
Resource Planning Group
Georgia
$1.4M -$93.1K -2,203 -6%
MIAN
18
Mariner Independent Advisor Network
Kansas
$1.33M +$212K +5,028 +20%
CAAS
19
Capital Asset Advisory Services
Michigan
$1.15M -$1.06M -25,174 -49%
FPB
20
First PREMIER Bank
South Dakota
$1.07M
WWM
21
Western Wealth Management
Colorado
$875K +$838K +19,838 New
RJA
22
Raymond James & Associates
Florida
$824K -$23.1K -547 -3%
CA
23
Cetera Advisors
Colorado
$731K +$221K +5,230 +46%
CRI
24
Colonial River Investments
Virginia
$652K +$626K +14,806 New
MML Investors Services
25
MML Investors Services
Massachusetts
$630K +$604K +14,302 New

ROUS Hedge Fund Activity: Q4 2021 in Review

42 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor US Equity ETF (ROUS) for Q4 2021, worth a combined $304M — up 5% from $289M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new ROUS positions and 1 closed out — a net gain of 8 holders — while 16 added to existing stakes and 16 trimmed.

The largest buyer was Mutual Advisors, adding an estimated $1.04M. The largest seller was Ameriprise, cutting an estimated $18.5M.

  • 42 institutional investors held Hartford Multifactor US Equity ETF (ROUS) as of Q4 2021, up from 35 in Q3 2021.
  • Funds reported $304M of Hartford Multifactor US Equity ETF stock for Q4 2021, up 5% quarter-over-quarter.
  • 9 funds opened new Hartford Multifactor US Equity ETF positions in Q4 2021 and 1 closed out, a net change of +8 holders.
  • The largest Hartford Multifactor US Equity ETF buyer in Q4 2021 was Mutual Advisors, an estimated $1.04M added.
  • The largest Hartford Multifactor US Equity ETF seller in Q4 2021 was Ameriprise, an estimated $18.5M sold.

Based on aggregated 13F filings for Q4 2021.