Hartford Multifactor US Equity ETF
ROUS
44 hedge funds and large institutions have $325M invested in Hartford Multifactor US Equity ETF in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 17 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
10% more funds holding
Funds holding: 40 → 44 (+4)
2% more capital invested
Capital invested by funds: $320M → $325M (+$4.97M)
0.55% more ownership
Funds ownership: 80.95% → 81.5% (+0.55%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
12% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FA
Fermata Advisors
Sonoma,
California
|
+$7.84M |
| 2 |
Morgan Stanley
New York
|
+$4.12M |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$1.77M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.58M |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$828K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$26.4M |
| 2 |
HFM
Hartford Funds Management
Wayne,
Pennsylvania
|
-$6.05M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$3.43M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.29M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$940K |
ROUS Hedge Fund Activity: Q4 2023 in Review
44 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor US Equity ETF (ROUS) for Q4 2023, worth a combined $325M — up 1.6% from $320M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new ROUS positions and 1 closed out — a net gain of 4 holders — while 15 added to existing stakes and 17 trimmed.
The largest buyer was Fermata Advisors, opening a new position worth an estimated $7.84M. The largest seller was Ameriprise, cutting an estimated $26.4M.
- 44 institutional investors held Hartford Multifactor US Equity ETF (ROUS) as of Q4 2023, up from 40 in Q3 2023.
- Funds reported $325M of Hartford Multifactor US Equity ETF stock for Q4 2023, up 1.6% quarter-over-quarter.
- 5 funds opened new Hartford Multifactor US Equity ETF positions in Q4 2023 and 1 closed out, a net change of +4 holders.
- The largest Hartford Multifactor US Equity ETF buyer in Q4 2023 was Fermata Advisors, an estimated $7.84M added.
- The largest Hartford Multifactor US Equity ETF seller in Q4 2023 was Ameriprise, an estimated $26.4M sold.
Based on aggregated 13F filings for Q4 2023.