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Hartford Multifactor US Equity ETF
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Overview Fund Activity

44 hedge funds and large institutions have $364M invested in Hartford Multifactor US Equity ETF in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 18 reducing their positions, and 5 closing their positions.

Holders
44
Holders Change
-1
Holders Change %
-2.22%
% of All Funds
0.7%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
4
Increased
13
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$145M
2
WWM
2
Wagner Wealth Management
South Carolina
$5.09M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$841K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$717K
5
Wells Fargo
5
Wells Fargo
California
$1.32M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$1.19M
2
CCM
2
Coldstream Capital Management
Washington
$11.6M
3
MA
3
Mutual Advisors
Nebraska
$0
4
AWS
4
Atria Wealth Solutions
New York
$409K
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$4.97M
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$145M 3,629,470 +653,798 +22%
HFM
2
Hartford Funds Management
Pennsylvania
$119M 2,986,653 -74 -0%
AAS
3
Avantax Advisory Services
Texas
$20.2M 506,136 -11,190 -2%
Morgan Stanley
4
Morgan Stanley
New York
$14M 352,087 -18,257 -5%
CCM
5
Coldstream Capital Management
Washington
$11.6M 290,101 -104,891 -27%
Bank of America
6
Bank of America
North Carolina
$9.64M 241,819 -8,417 -3%
LPL Financial
7
LPL Financial
California
$9.42M 236,316 +3,046 +1%
WWM
8
Wagner Wealth Management
South Carolina
$5.09M 127,692 +92,800 +266%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$4.97M 124,525 -37,975 -23%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$3.02M 75,621 -1,956 -3%
UBS Group
11
UBS Group
Switzerland
$2.72M 68,213 -17,495 -20%
WWM
12
Western Wealth Management
Colorado
$1.98M 49,777 +1,882 +4%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$1.64M 41,089 -30 -0.1%
Mariner
14
Mariner
Kansas
$1.33M 33,381 +4,065 +14%
Citadel Advisors
15
Citadel Advisors
Florida
$1.32M 33,070 +10,309 +45%
Wells Fargo
16
Wells Fargo
California
$1.32M 33,035 +13,738 +71%
Osaic Holdings
17
Osaic Holdings
Arizona
$1.19M 29,955 -240,593 -89%
CAN
18
Cetera Advisor Networks
California
$1.19M 29,808 +549 +2%
RPG
19
Resource Planning Group
Georgia
$904K 22,663 – –
FPB
20
First PREMIER Bank
South Dakota
$860K 21,560 – –
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$841K 21,095 +18,782 +812%
RJA
22
Raymond James & Associates
Florida
$755K 18,926 +29 +0.2%
MSFS
23
Main Street Financial Solutions
Pennsylvania
$734K 18,405 -3,719 -17%
Wellington Management Group
24
Wellington Management Group
Massachusetts
$728K 18,258 -2,937 -14%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$717K 17,986 +17,986 New
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