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Hartford Multifactor US Equity ETF

47 hedge funds and large institutions have $341M invested in Hartford Multifactor US Equity ETF in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 19 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

7% more funds holding

Funds holding: 4447 (+3)

5% more capital invested

Capital invested by funds: $325M → $341M (+$16.9M)

0.81% less ownership

Funds ownership: 81.5%80.69% (-0.81%)

11% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 19

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
47
Holders Change
+3
Holders Change %
+6.82%
% of All Funds
0.68%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
5
Increased
17
Reduced
19
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HFM
1
Hartford Funds Management
Pennsylvania
$124M +$99K +2,162 +0.1%
Ameriprise
2
Ameriprise
Minnesota
$110M -$4.14M -90,317 -4%
AAS
3
Avantax Advisory Services
Texas
$13.2M -$9.52M -208,031 -43%
LPL Financial
4
LPL Financial
California
$13.2M +$1.47M +32,087 +13%
Morgan Stanley
5
Morgan Stanley
New York
$9.85M -$2.05M -44,738 -18%
Bank of America
6
Bank of America
North Carolina
$9.54M -$231K -5,056 -2%
FA
7
Fermata Advisors
California
$8.5M -$575K -12,555 -7%
GRP
8
Global Retirement Partners
California
$5.31M +$5.02M +109,648 +17,916%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$4.86M +$1.45M +31,772 +46%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$4.64M +$537K +11,718 +14%
WWM
11
Western Wealth Management
Colorado
$3.84M +$858K +18,729 +31%
Mariner
12
Mariner
Kansas
$3.35M +$1.52M +33,162 +91%
UBS Group
13
UBS Group
Switzerland
$3.21M -$366 -8 -0%
CCM
14
Coldstream Capital Management
Washington
$3.19M -$15.7K -342 -0.5%
BTWM
15
Brass Tax Wealth Management
Ohio
$2.87M +$2.73M +59,633 New
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$2.12M +$2.01M +43,986 New
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$2.07M +$5.59K +122 +0.3%
CAN
18
Cetera Advisor Networks
California
$1.78M +$46.3K +1,011 +3%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$1.48M +$278K +6,064 +25%
WWMSC
20
Wagner Wealth Management (South Carolina)
South Carolina
$1.36M -$8.49M -185,340 -87%
Wells Fargo
21
Wells Fargo
California
$1.22M -$24.9K -544 -2%
Mercer Global Advisors
22
Mercer Global Advisors
Colorado
$1.13M -$1.1K -24 -0.1%
FPB
23
First PREMIER Bank
South Dakota
$1.04M
Osaic Holdings
24
Osaic Holdings
Arizona
$1.03M -$61.4K -1,341 -6%
NA
25
NewEdge Advisors
Louisiana
$961K

ROUS Hedge Fund Activity: Q1 2024 in Review

47 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor US Equity ETF (ROUS) for Q1 2024, worth a combined $341M — up 5.2% from $325M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new ROUS positions and 1 closed out — a net gain of 4 holders — while 17 added to existing stakes and 19 trimmed.

The largest buyer was Global Retirement Partners, adding an estimated $5.02M. The largest seller was Avantax Advisory Services, cutting an estimated $9.52M.

  • 47 institutional investors held Hartford Multifactor US Equity ETF (ROUS) as of Q1 2024, up from 44 in Q4 2023.
  • Funds reported $341M of Hartford Multifactor US Equity ETF stock for Q1 2024, up 5.2% quarter-over-quarter.
  • 5 funds opened new Hartford Multifactor US Equity ETF positions in Q1 2024 and 1 closed out, a net change of +4 holders.
  • The largest Hartford Multifactor US Equity ETF buyer in Q1 2024 was Global Retirement Partners, an estimated $5.02M added.
  • The largest Hartford Multifactor US Equity ETF seller in Q1 2024 was Avantax Advisory Services, an estimated $9.52M sold.

Based on aggregated 13F filings for Q1 2024.