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Hartford Multifactor US Equity ETF

43 hedge funds and large institutions have $321M invested in Hartford Multifactor US Equity ETF in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 17 reducing their positions, and 1 closing their positions.

Holders
43
Holders Change
+4
Holders Change %
+10.26%
% of All Funds
0.63%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
14
Reduced
17
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HFM
1
Hartford Funds Management
Pennsylvania
$114M 2,589,421 -145,732 -5%
Ameriprise
2
Ameriprise
Minnesota
$104M 2,364,921 -637,023 -21%
AAS
3
Avantax Advisory Services
Texas
$21.2M 481,708 -8,468 -2%
Morgan Stanley
4
Morgan Stanley
New York
$11M 249,112 +99,164 +66%
LPL Financial
5
LPL Financial
California
$10.6M 241,567 +38,044 +19%
WWM
6
Wagner Wealth Management
South Carolina
$9.39M 213,475 +2,287 +1%
Bank of America
7
Bank of America
North Carolina
$8.93M 203,042 -15,880 -7%
FA
8
Fermata Advisors
California
$8.31M 188,894 +188,894 New
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$3.72M 84,563 -10,582 -11%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$3.04M 69,157 -1,109 -2%
UBS Group
11
UBS Group
Switzerland
$2.93M 66,617 +727 +1%
CCM
12
Coldstream Capital Management
Washington
$2.93M 66,594 -21,361 -24%
WWM
13
Western Wealth Management
Colorado
$2.68M 60,979 +11,394 +23%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$1.88M 42,748 +42,748 New
Mariner
15
Mariner
Kansas
$1.6M 36,343 +2,577 +8%
CAN
16
Cetera Advisor Networks
California
$1.58M 35,862 +5,686 +19%
Wells Fargo
17
Wells Fargo
California
$1.14M 25,908 +2,486 +11%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$1.09M 24,689 -82,672 -77%
Mercer Global Advisors
19
Mercer Global Advisors
Colorado
$1.04M 23,534 -1,356 -5%
Osaic Holdings
20
Osaic Holdings
Arizona
$998K 22,675 -22,650 -50%
FPB
21
First PREMIER Bank
South Dakota
$949K 21,560
RPG
22
Resource Planning Group
Georgia
$896K 20,370 -1,130 -5%
MSFS
23
Main Street Financial Solutions
Pennsylvania
$893K 20,307 +2,297 +13%
NA
24
NewEdge Advisors
Louisiana
$893K 19,939 +19,939 New
RJA
25
Raymond James & Associates
Florida
$790K 17,960 -785 -4%