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Hartford Multifactor US Equity ETF
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Overview Fund Activity

45 hedge funds and large institutions have $351M invested in Hartford Multifactor US Equity ETF in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 16 reducing their positions, and 5 closing their positions.

Holders
45
Holders Change
+1
Holders Change %
+2.27%
% of All Funds
0.73%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
16
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HFM
1
Hartford Funds Management
Pennsylvania
$117M
2
CCM
2
Coldstream Capital Management
Washington
$15.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$14.5M
4
Ameriprise
4
Ameriprise
Minnesota
$116M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$6.34M

Top Sellers

1
WWM
1
Western Wealth Management
Colorado
$1.87M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$10.6M
3
Wells Fargo
3
Wells Fargo
California
$753K
4
MML Investors Services
4
MML Investors Services
Massachusetts
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$3.03M
Name Market Value Shares Shares
Change 		Shares
Change %
HFM
1
Hartford Funds Management
Pennsylvania
$117M 2,986,727 +1,117,658 +60%
Ameriprise
2
Ameriprise
Minnesota
$116M 2,975,672 +172,142 +6%
AAS
3
Avantax Advisory Services
Texas
$20.2M 517,326 +17,323 +3%
CCM
4
Coldstream Capital Management
Washington
$15.4M 394,992 +394,992 New
Morgan Stanley
5
Morgan Stanley
New York
$14.5M 370,344 +319,259 +625%
Osaic Holdings
6
Osaic Holdings
Arizona
$10.6M 270,548 -30,851 -10%
Bank of America
7
Bank of America
North Carolina
$9.77M 250,236 -5,820 -2%
LPL Financial
8
LPL Financial
California
$9.1M 233,270 -2,978 -1%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$6.34M 162,500 +65,682 +68%
UBS Group
10
UBS Group
Switzerland
$3.35M 85,708 +21,845 +34%
MA
11
Mutual Advisors
Nebraska
$3.31M 84,850 +27,704 +48%
AWS
12
Atria Wealth Solutions
New York
$3.24M 83,037 +1,044 +1%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$3.03M 77,577 -10,116 -12%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$2.88M 73,882 +6,648 +10%
WWM
15
Western Wealth Management
Colorado
$1.87M 47,895 -45,785 -49%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$1.61M 41,119 +41,119 New
WWM
17
Wagner Wealth Management
South Carolina
$1.36M 34,892 +30,983 +793%
Mariner
18
Mariner
Kansas
$1.14M 29,316 +29,316 New
CAN
19
Cetera Advisor Networks
California
$1.14M 29,259 +125 +0.4%
Citadel Advisors
20
Citadel Advisors
Florida
$888K 22,761 +22,761 New
RPG
21
Resource Planning Group
Georgia
$884K 22,663 -5,427 -19%
MSFS
22
Main Street Financial Solutions
Pennsylvania
$863K 22,124 +6,843 +45%
FPB
23
First PREMIER Bank
South Dakota
$841K 21,560 – –
Wellington Management Group
24
Wellington Management Group
Massachusetts
$827K 21,195 -1,169 -5%
Wells Fargo
25
Wells Fargo
California
$753K 19,297 -12,748 -40%
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