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Hartford Multifactor US Equity ETF

41 hedge funds and large institutions have $289M invested in Hartford Multifactor US Equity ETF in 2022 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more capital invested

Capital invested by funds: $245M → $289M (+$44.6M)

3.49% more ownership

Funds ownership: 75.25%78.74% (+3.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9% less funds holding

Funds holding: 4541 (-4)

24% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 17

57% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 7

Holders
41
Holders Change
-4
Holders Change %
-8.89%
% of All Funds
0.69%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
13
Reduced
17
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$121M +$77.9M +1,961,508 +157%
HFM
2
Hartford Funds Management
Pennsylvania
$70.1M +$1.71K +43 +0%
CCM
3
Coldstream Capital Management
Washington
$20.5M -$16.3K -410 -0.1%
AAS
4
Avantax Advisory Services
Texas
$17.5M -$1.35M -33,864 -7%
Osaic Holdings
5
Osaic Holdings
Arizona
$11.4M -$340K -8,571 -3%
LPL Financial
6
LPL Financial
California
$9.2M +$126K +3,168 +1%
Bank of America
7
Bank of America
North Carolina
$7.75M +$734K +18,487 +10%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$3.33M -$241K -6,069 -6%
WWM
9
Western Wealth Management
Colorado
$2.97M +$872K +21,962 +38%
MA
10
Mutual Advisors
Nebraska
$2.82M +$1.78M +44,847 +148%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$2.8M +$240K +6,032 +9%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$2.51M -$67.2K -1,693 -2%
UBS Group
13
UBS Group
Switzerland
$2.42M -$39.2K -987 -2%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$1.68M -$210K -5,298 -11%
Wells Fargo
15
Wells Fargo
California
$1.38M -$1.25M -31,393 -46%
MIAN
16
Mariner Independent Advisor Network
Kansas
$1.15M -$19.4K -488 -2%
CAN
17
Cetera Advisor Networks
California
$1.12M +$44.4K +1,119 +4%
RPG
18
Resource Planning Group
Georgia
$1.08M -$19.6K -494 -2%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$1.06M -$154K -3,866 -12%
Morgan Stanley
20
Morgan Stanley
New York
$952K -$52.8K -1,330 -5%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$928K +$261K +6,563 +36%
AWS
22
Atria Wealth Solutions
New York
$924K +$59.1K +1,488 +6%
FPB
23
First PREMIER Bank
South Dakota
$903K
RJA
24
Raymond James & Associates
Florida
$688K +$834 +21 +0.1%
CA
25
Cetera Advisors
Colorado
$486K -$433K -10,902 -46%

ROUS Hedge Fund Activity: Q2 2022 in Review

41 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor US Equity ETF (ROUS) for Q2 2022, worth a combined $289M — up 18% from $245M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of ROUS and 3 opened new positions — a net loss of 4 holders — while 17 trimmed existing stakes and 13 added.

The largest buyer was Ameriprise, adding an estimated $77.9M. The largest seller was Avantax Advisory Services, cutting an estimated $1.35M.

  • 41 institutional investors held Hartford Multifactor US Equity ETF (ROUS) as of Q2 2022, down from 45 in Q1 2022.
  • Funds reported $289M of Hartford Multifactor US Equity ETF stock for Q2 2022, up 18% quarter-over-quarter.
  • 3 funds opened new Hartford Multifactor US Equity ETF positions in Q2 2022 and 7 closed out, a net change of -4 holders.
  • The largest Hartford Multifactor US Equity ETF buyer in Q2 2022 was Ameriprise, an estimated $77.9M added.
  • The largest Hartford Multifactor US Equity ETF seller in Q2 2022 was Avantax Advisory Services, an estimated $1.35M sold.

Based on aggregated 13F filings for Q2 2022.