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Hartford Multifactor US Equity ETF
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Overview Fund Activity

39 hedge funds and large institutions have $316M invested in Hartford Multifactor US Equity ETF in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 19 reducing their positions, and 4 closing their positions.

Holders
39
Holders Change
-2
Holders Change %
-4.88%
% of All Funds
0.62%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
3
Increased
11
Reduced
19
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$1M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.6M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$908K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$1.82M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$3.82M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$121M
2
CCM
2
Coldstream Capital Management
Washington
$3.53M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$4.31M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$6.02M
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$121M 3,001,944 -679,781 -18%
HFM
2
Hartford Funds Management
Pennsylvania
$110M 2,735,153 -13,398 -0.5%
AAS
3
Avantax Advisory Services
Texas
$19.7M 490,176 -6,759 -1%
Bank of America
4
Bank of America
North Carolina
$8.79M 218,922 -9,057 -4%
WWM
5
Wagner Wealth Management
South Carolina
$8.48M 211,188 +13,080 +7%
LPL Financial
6
LPL Financial
California
$8.17M 203,523 +3,104 +2%
Morgan Stanley
7
Morgan Stanley
New York
$6.02M 149,948 -43,190 -22%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$4.31M 107,361 -46,270 -30%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$3.82M 95,145 +19,482 +26%
CCM
10
Coldstream Capital Management
Washington
$3.53M 87,955 -75,265 -46%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$2.82M 70,266 -20,658 -23%
UBS Group
12
UBS Group
Switzerland
$2.65M 65,890 -6,126 -9%
WWM
13
Western Wealth Management
Colorado
$1.99M 49,585 -1,230 -2%
Osaic Holdings
14
Osaic Holdings
Arizona
$1.82M 45,325 +20,302 +81%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$1.6M 39,945 +23,700 +146%
Mariner
16
Mariner
Kansas
$1.36M 33,766 -472 -1%
CAN
17
Cetera Advisor Networks
California
$1.21M 30,176 +514 +2%
Mercer Global Advisors
18
Mercer Global Advisors
Colorado
$1M 24,890 +24,890 New
Wells Fargo
19
Wells Fargo
California
$941K 23,422 -3,740 -14%
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$908K 22,622 +22,622 New
FPB
21
First PREMIER Bank
South Dakota
$865K 21,560 – –
RPG
22
Resource Planning Group
Georgia
$863K 21,500 -526 -2%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$770K 19,179 +16,426 +597%
RJA
24
Raymond James & Associates
Florida
$753K 18,745 -210 -1%
MSFS
25
Main Street Financial Solutions
Pennsylvania
$723K 18,010 -1,199 -6%
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