Hartford Multifactor US Equity ETF
ROUS
45 hedge funds and large institutions have $374M invested in Hartford Multifactor US Equity ETF in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 18 reducing their positions, and 5 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
6% more capital invested
Capital invested by funds: $351M → $374M (+$22.5M)
3.4% more ownership
Funds ownership: 78.93% → 82.33% (+3.4%)
2% less funds holding
Funds holding: 46 → 45 (-1)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
22% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$25.9M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$4.02M |
| 3 |
WWMSC
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
+$3.68M |
| 4 |
IFG
Independent Financial Group
San Diego,
California
|
+$2.43M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$745K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$9.55M |
| 2 |
CCM
Coldstream Capital Management
Bellevue,
Washington
|
-$4.16M |
| 3 |
MA
Mutual Advisors
Omaha,
Nebraska
|
-$3.31M |
| 4 |
AWS
Atria Wealth Solutions
New York
|
-$2.89M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.51M |
ROUS Hedge Fund Activity: Q1 2023 in Review
45 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor US Equity ETF (ROUS) for Q1 2023, worth a combined $374M — up 6.4% from $351M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of ROUS and 4 opened new positions — a net loss of 1 holder — while 18 trimmed existing stakes and 14 added.
The largest buyer was Ameriprise, adding an estimated $25.9M. The largest seller was Osaic Holdings, cutting an estimated $9.55M.
- 45 institutional investors held Hartford Multifactor US Equity ETF (ROUS) as of Q1 2023, down from 46 in Q4 2022.
- Funds reported $374M of Hartford Multifactor US Equity ETF stock for Q1 2023, up 6.4% quarter-over-quarter.
- 4 funds opened new Hartford Multifactor US Equity ETF positions in Q1 2023 and 5 closed out, a net change of -1 holder.
- The largest Hartford Multifactor US Equity ETF buyer in Q1 2023 was Ameriprise, an estimated $25.9M added.
- The largest Hartford Multifactor US Equity ETF seller in Q1 2023 was Osaic Holdings, an estimated $9.55M sold.
Based on aggregated 13F filings for Q1 2023.