Hartford Multifactor US Equity ETF
ROUS
40 hedge funds and large institutions have $320M invested in Hartford Multifactor US Equity ETF in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 19 reducing their positions, and 4 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1.17% less ownership
Funds ownership: 82.12% → 80.95% (-1.2%)
5% less funds holding
Funds holding: 42 → 40 (-2)
12% less capital invested
Capital invested by funds: $364M → $320M (-$44.5M)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
37% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
+$1.03M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$985K |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$940K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$844K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$810K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$28.3M |
| 2 |
CCM
Coldstream Capital Management
Bellevue,
Washington
|
-$3.13M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.92M |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$1.83M |
| 5 |
Morgan Stanley
New York
|
-$1.8M |
ROUS Hedge Fund Activity: Q3 2023 in Review
40 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor US Equity ETF (ROUS) for Q3 2023, worth a combined $320M — down 12% from $364M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of ROUS and 3 opened new positions — a net loss of 1 holder — while 19 trimmed existing stakes and 12 added.
The largest buyer was Mercer Global Advisors, opening a new position worth an estimated $1.03M. The largest seller was Ameriprise, cutting an estimated $28.3M.
- 40 institutional investors held Hartford Multifactor US Equity ETF (ROUS) as of Q3 2023, down from 42 in Q2 2023.
- Funds reported $320M of Hartford Multifactor US Equity ETF stock for Q3 2023, down 12% quarter-over-quarter.
- 3 funds opened new Hartford Multifactor US Equity ETF positions in Q3 2023 and 4 closed out, a net change of -1 holder.
- The largest Hartford Multifactor US Equity ETF buyer in Q3 2023 was Mercer Global Advisors, an estimated $1.03M added.
- The largest Hartford Multifactor US Equity ETF seller in Q3 2023 was Ameriprise, an estimated $28.3M sold.
Based on aggregated 13F filings for Q3 2023.