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Hartford Multifactor US Equity ETF

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.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

7% more funds holding

Funds holding: 4144 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5.99% less ownership

Funds ownership: 78.74%72.75% (-6%)

16% less capital invested

Capital invested by funds: $289M → $243M (-$46.6M)

40% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 20

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
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$99.1M -$15.8M -408,035 -13%
HFM
2
Hartford Funds Management
Pennsylvania
$66M +$1.4K +36 +0%
AAS
3
Avantax Advisory Services
Texas
$17.7M +$1.26M +32,418 +7%
Osaic Holdings
4
Osaic Holdings
Arizona
$10.6M -$139K -3,574 -1%
Bank of America
5
Bank of America
North Carolina
$9.04M +$1.92M +49,364 +24%
LPL Financial
6
LPL Financial
California
$8.34M -$351K -9,036 -4%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$3.42M +$863K +22,233 +30%
WWM
8
Western Wealth Management
Colorado
$3.31M +$569K +14,664 +19%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$3.1M -$44.2K -1,137 -1%
AWS
10
Atria Wealth Solutions
New York
$2.9M +$2.23M +57,364 +233%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$2.37M +$12.6K +324 +0.5%
UBS Group
12
UBS Group
Switzerland
$2.26M -$24.3K -627 -1%
MA
13
Mutual Advisors
Nebraska
$2.02M -$700K -18,035 -24%
Morgan Stanley
14
Morgan Stanley
New York
$1.8M +$997K +25,687 +101%
Wells Fargo
15
Wells Fargo
California
$1.13M -$188K -4,851 -13%
MIAN
16
Mariner Independent Advisor Network
Kansas
$1.1M +$47.4K +1,220 +4%
CAN
17
Cetera Advisor Networks
California
$1.03M -$26.7K -687 -2%
RPG
18
Resource Planning Group
Georgia
$992K -$26.2K -675 -2%
Wellington Management Group
19
Wellington Management Group
Massachusetts
$790K -$870K -22,399 -50%
FPB
20
First PREMIER Bank
South Dakota
$762K -$97.1K -2,500 -10%
RJA
21
Raymond James & Associates
Florida
$666K +$20.2K +520 +3%
MSFS
22
Main Street Financial Solutions
Pennsylvania
$540K +$195K +5,010 +49%
MML Investors Services
23
MML Investors Services
Massachusetts
$462K +$9.51K +245 +2%
CRI
24
Colonial River Investments
Virginia
$409K -$40.2K -1,036 -8%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$364K -$698K -17,971 -64%

ROUS Hedge Fund Activity: Q3 2022 in Review

44 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor US Equity ETF (ROUS) for Q3 2022, worth a combined $243M — down 16% from $289M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new ROUS positions and 2 closed out — a net gain of 4 holders — while 12 added to existing stakes and 20 trimmed.

The largest buyer was Atria Wealth Solutions, adding an estimated $2.23M. The largest seller was Ameriprise, cutting an estimated $15.8M.

  • 44 institutional investors held Hartford Multifactor US Equity ETF (ROUS) as of Q3 2022, up from 41 in Q2 2022.
  • Funds reported $243M of Hartford Multifactor US Equity ETF stock for Q3 2022, down 16% quarter-over-quarter.
  • 6 funds opened new Hartford Multifactor US Equity ETF positions in Q3 2022 and 2 closed out, a net change of +4 holders.
  • The largest Hartford Multifactor US Equity ETF buyer in Q3 2022 was Atria Wealth Solutions, an estimated $2.23M added.
  • The largest Hartford Multifactor US Equity ETF seller in Q3 2022 was Ameriprise, an estimated $15.8M sold.

Based on aggregated 13F filings for Q3 2022.