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Hartford Multifactor US Equity ETF

41 hedge funds and large institutions have $361M invested in Hartford Multifactor US Equity ETF in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 21 reducing their positions, and 6 closing their positions.

Holders
41
Holders Change
-3
Holders Change %
-6.82%
% of All Funds
0.65%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
3
Increased
12
Reduced
21
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$153M 3,681,725 +52,255 +1%
HFM
2
Hartford Funds Management
Pennsylvania
$114M 2,748,551 -238,102 -8%
AAS
3
Avantax Advisory Services
Texas
$20.6M 496,935 -9,201 -2%
Bank of America
4
Bank of America
North Carolina
$9.45M 227,979 -13,840 -6%
LPL Financial
5
LPL Financial
California
$8.3M 200,419 -35,897 -15%
WWM
6
Wagner Wealth Management
South Carolina
$8.21M 198,108 +70,416 +55%
Morgan Stanley
7
Morgan Stanley
New York
$8M 193,138 -158,949 -45%
CCM
8
Coldstream Capital Management
Washington
$6.76M 163,220 -126,881 -44%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$6.37M 153,631 -21,476 -12%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$3.77M 90,924 -33,601 -27%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$3.13M 75,663 +42 +0.1%
UBS Group
12
UBS Group
Switzerland
$2.98M 72,016 +3,803 +6%
WWM
13
Western Wealth Management
Colorado
$2.11M 50,815 +1,038 +2%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$1.83M 44,090 +3,001 +7%
Mariner
15
Mariner
Kansas
$1.42M 34,238 +857 +3%
CAN
16
Cetera Advisor Networks
California
$1.23M 29,662 -146 -0.5%
Wells Fargo
17
Wells Fargo
California
$1.13M 27,162 -5,873 -18%
Osaic Holdings
18
Osaic Holdings
Arizona
$1.04M 25,023 -4,932 -16%
RPG
19
Resource Planning Group
Georgia
$913K 22,026 -637 -3%
FPB
20
First PREMIER Bank
South Dakota
$893K 21,560
Citadel Advisors
21
Citadel Advisors
Florida
$847K 20,456 -12,614 -38%
MSFS
22
Main Street Financial Solutions
Pennsylvania
$796K 19,209 +804 +4%
RJA
23
Raymond James & Associates
Florida
$785K 18,955 +29 +0.2%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$673K 16,245 -1,741 -10%
IC
25
IEQ Capital
California
$421K 10,157