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Hartford Multifactor US Equity ETF
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Overview Fund Activity

44 hedge funds and large institutions have $243M invested in Hartford Multifactor US Equity ETF in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 20 reducing their positions, and 2 closing their positions.

Holders
44
Holders Change
+3
Holders Change %
+7.32%
% of All Funds
0.76%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
12
Reduced
20
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWS
1
Atria Wealth Solutions
New York
$2.9M
2
Bank of America
2
Bank of America
North Carolina
$9.04M
3
AAS
3
Avantax Advisory Services
Texas
$17.7M
4
Morgan Stanley
4
Morgan Stanley
New York
$1.8M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$3.42M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$99.1M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$790K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$125K
4
MA
4
Mutual Advisors
Nebraska
$2.02M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$364K
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$99.1M 2,803,530 -408,035 -13%
HFM
2
Hartford Funds Management
Pennsylvania
$66M 1,869,069 +36 +0%
AAS
3
Avantax Advisory Services
Texas
$17.7M 500,003 +32,418 +7%
Osaic Holdings
4
Osaic Holdings
Arizona
$10.6M 301,399 -3,574 -1%
Bank of America
5
Bank of America
North Carolina
$9.04M 256,056 +49,364 +24%
LPL Financial
6
LPL Financial
California
$8.34M 236,248 -9,036 -4%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$3.42M 96,818 +22,233 +30%
WWM
8
Western Wealth Management
Colorado
$3.31M 93,680 +14,664 +19%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$3.1M 87,693 -1,137 -1%
AWS
10
Atria Wealth Solutions
New York
$2.9M 81,993 +57,364 +233%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$2.37M 67,234 +324 +0.5%
UBS Group
12
UBS Group
Switzerland
$2.26M 63,863 -627 -1%
MA
13
Mutual Advisors
Nebraska
$2.02M 57,146 -18,035 -24%
Morgan Stanley
14
Morgan Stanley
New York
$1.8M 51,085 +25,687 +101%
Wells Fargo
15
Wells Fargo
California
$1.13M 32,045 -4,851 -13%
MIAN
16
Mariner Independent Advisor Network
Kansas
$1.1M 31,072 +1,220 +4%
CAN
17
Cetera Advisor Networks
California
$1.03M 29,134 -687 -2%
RPG
18
Resource Planning Group
Georgia
$992K 28,090 -675 -2%
Wellington Management Group
19
Wellington Management Group
Massachusetts
$790K 22,364 -22,399 -50%
FPB
20
First PREMIER Bank
South Dakota
$762K 21,560 -2,500 -10%
RJA
21
Raymond James & Associates
Florida
$666K 18,859 +520 +3%
MSFS
22
Main Street Financial Solutions
Pennsylvania
$540K 15,281 +5,010 +49%
MML Investors Services
23
MML Investors Services
Massachusetts
$462K 13,077 +245 +2%
CRI
24
Colonial River Investments
Virginia
$409K 11,581 -1,036 -8%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$364K 10,302 -17,971 -64%
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