We are live on ! Find out more
ROUS icon

Hartford Multifactor US Equity ETF

45 hedge funds and large institutions have $245M invested in Hartford Multifactor US Equity ETF in 2022 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 20 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

7% more funds holding

Funds holding: 4245 (+3)

0.54% more ownership

Funds ownership: 74.71%75.25% (+0.54%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

19% less capital invested

Capital invested by funds: $304M → $245M (-$58.9M)

30% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 20

Holders
45
Holders Change
+3
Holders Change %
+7.14%
% of All Funds
0.71%
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
20
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HFM
1
Hartford Funds Management
Pennsylvania
$78.7M -$22.1M -530,191 -22%
Ameriprise
2
Ameriprise
Minnesota
$52.6M -$18.4M -441,227 -26%
CCM
3
Coldstream Capital Management
Washington
$23M +$76.4K +1,833 +0.3%
AAS
4
Avantax Advisory Services
Texas
$21.1M -$1.37M -32,852 -6%
Osaic Holdings
5
Osaic Holdings
Arizona
$13.2M -$445K -10,685 -3%
LPL Financial
6
LPL Financial
California
$10.2M -$954K -22,873 -9%
Bank of America
7
Bank of America
North Carolina
$7.92M +$293K +7,033 +4%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$4M +$95.3K +2,286 +2%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$2.89M +$441K +10,583 +18%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$2.89M +$417K +10,011 +17%
Wells Fargo
11
Wells Fargo
California
$2.88M +$1.09M +26,038 +62%
UBS Group
12
UBS Group
Switzerland
$2.76M +$135K +3,233 +5%
WWM
13
Western Wealth Management
Colorado
$2.4M +$1.55M +37,216 +188%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$2.11M -$619K -14,859 -23%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$1.35M +$1.34M +32,139 New
MA
16
Mutual Advisors
Nebraska
$1.28M -$149K -3,582 -11%
MIAN
17
Mariner Independent Advisor Network
Kansas
$1.24M +$500 +12 +0%
RPG
18
Resource Planning Group
Georgia
$1.23M -$102K -2,438 -8%
CAN
19
Cetera Advisor Networks
California
$1.21M +$1.2M +28,702 New
Morgan Stanley
20
Morgan Stanley
New York
$1.13M -$8.01M -192,188 -88%
FPB
21
First PREMIER Bank
South Dakota
$1.01M -$13.8K -330 -1%
CA
22
Cetera Advisors
Colorado
$1M +$303K +7,262 +44%
AWS
23
Atria Wealth Solutions
New York
$974K +$965K +23,141 New
CAAS
24
Capital Asset Advisory Services
Michigan
$921K -$179K -4,289 -16%
RJA
25
Raymond James & Associates
Florida
$771K -$16.9K -405 -2%

ROUS Hedge Fund Activity: Q1 2022 in Review

45 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor US Equity ETF (ROUS) for Q1 2022, worth a combined $245M — down 19% from $304M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new ROUS positions and 2 closed out — a net gain of 6 holders — while 14 added to existing stakes and 20 trimmed.

The largest buyer was Western Wealth Management, adding an estimated $1.55M. The largest seller was Hartford Funds Management, cutting an estimated $22.1M.

  • 45 institutional investors held Hartford Multifactor US Equity ETF (ROUS) as of Q1 2022, up from 42 in Q4 2021.
  • Funds reported $245M of Hartford Multifactor US Equity ETF stock for Q1 2022, down 19% quarter-over-quarter.
  • 8 funds opened new Hartford Multifactor US Equity ETF positions in Q1 2022 and 2 closed out, a net change of +6 holders.
  • The largest Hartford Multifactor US Equity ETF buyer in Q1 2022 was Western Wealth Management, an estimated $1.55M added.
  • The largest Hartford Multifactor US Equity ETF seller in Q1 2022 was Hartford Funds Management, an estimated $22.1M sold.

Based on aggregated 13F filings for Q1 2022.