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Hartford Multifactor US Equity ETF

46 hedge funds and large institutions have $351M invested in Hartford Multifactor US Equity ETF in 2022 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

45% more capital invested

Capital invested by funds: $243M → $351M (+$108M)

6.18% more ownership

Funds ownership: 72.75%78.93% (+6.2%)

5% more funds holding

Funds holding: 4446 (+2)

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
46
Holders Change
+2
Holders Change %
+4.55%
% of All Funds
0.74%
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
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HFM
1
Hartford Funds Management
Pennsylvania
$117M +$43.3M +1,117,658 +60%
Ameriprise
2
Ameriprise
Minnesota
$116M +$6.66M +172,142 +6%
AAS
3
Avantax Advisory Services
Texas
$20.2M +$670K +17,323 +3%
CCM
4
Coldstream Capital Management
Washington
$15.4M +$15.3M +394,992 New
Morgan Stanley
5
Morgan Stanley
New York
$14.5M +$12.4M +319,259 +625%
Osaic Holdings
6
Osaic Holdings
Arizona
$10.6M -$1.19M -30,851 -10%
Bank of America
7
Bank of America
North Carolina
$9.77M -$225K -5,820 -2%
LPL Financial
8
LPL Financial
California
$9.1M -$115K -2,978 -1%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$6.34M +$2.54M +65,682 +68%
UBS Group
10
UBS Group
Switzerland
$3.35M +$845K +21,845 +34%
MA
11
Mutual Advisors
Nebraska
$3.31M +$1.07M +27,704 +48%
AWS
12
Atria Wealth Solutions
New York
$3.24M +$40.4K +1,044 +1%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$3.03M -$392K -10,116 -12%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$2.88M +$257K +6,648 +10%
WWM
15
Western Wealth Management
Colorado
$1.87M -$1.77M -45,785 -49%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$1.6M +$1.59M +41,119 New
WWMSC
17
Wagner Wealth Management (South Carolina)
South Carolina
$1.36M +$1.2M +30,983 +793%
Mariner
18
Mariner
Kansas
$1.14M +$1.13M +29,316 New
CAN
19
Cetera Advisor Networks
California
$1.14M +$4.84K +125 +0.4%
Citadel Advisors
20
Citadel Advisors
Florida
$888K +$881K +22,761 New
RPG
21
Resource Planning Group
Georgia
$884K -$210K -5,427 -19%
MSFS
22
Main Street Financial Solutions
Pennsylvania
$863K +$265K +6,843 +45%
FPB
23
First PREMIER Bank
South Dakota
$841K
Wellington Management Group
24
Wellington Management Group
Massachusetts
$827K -$45.2K -1,169 -5%
Wells Fargo
25
Wells Fargo
California
$753K -$493K -12,748 -40%

ROUS Hedge Fund Activity: Q4 2022 in Review

46 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor US Equity ETF (ROUS) for Q4 2022, worth a combined $351M — up 45% from $243M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new ROUS positions and 5 closed out — a net gain of 4 holders — while 16 added to existing stakes and 16 trimmed.

The largest buyer was Hartford Funds Management, adding an estimated $43.3M. The largest seller was Western Wealth Management, cutting an estimated $1.77M.

  • 46 institutional investors held Hartford Multifactor US Equity ETF (ROUS) as of Q4 2022, up from 44 in Q3 2022.
  • Funds reported $351M of Hartford Multifactor US Equity ETF stock for Q4 2022, up 45% quarter-over-quarter.
  • 9 funds opened new Hartford Multifactor US Equity ETF positions in Q4 2022 and 5 closed out, a net change of +4 holders.
  • The largest Hartford Multifactor US Equity ETF buyer in Q4 2022 was Hartford Funds Management, an estimated $43.3M added.
  • The largest Hartford Multifactor US Equity ETF seller in Q4 2022 was Western Wealth Management, an estimated $1.77M sold.

Based on aggregated 13F filings for Q4 2022.