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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 0 closing their positions.

Holders
47
Holders Change
+4
Holders Change %
+9.3%
% 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
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HFM
1
Hartford Funds Management
Pennsylvania
$124M 2,591,583 +2,162 +0.1%
Ameriprise
2
Ameriprise
Minnesota
$110M 2,274,604 -90,317 -4%
AAS
3
Avantax Advisory Services
Texas
$13.2M 273,677 -208,031 -43%
LPL Financial
4
LPL Financial
California
$13.2M 273,654 +32,087 +13%
Morgan Stanley
5
Morgan Stanley
New York
$9.85M 204,374 -44,738 -18%
Bank of America
6
Bank of America
North Carolina
$9.54M 197,986 -5,056 -2%
FA
7
Fermata Advisors
California
$8.5M 176,339 -12,555 -7%
GRP
8
Global Retirement Partners
California
$5.31M 110,260 +109,648 +17,916%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$4.86M 100,929 +31,772 +46%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$4.64M 96,281 +11,718 +14%
WWM
11
Western Wealth Management
Colorado
$3.84M 79,708 +18,729 +31%
Mariner
12
Mariner
Kansas
$3.35M 69,505 +33,162 +91%
UBS Group
13
UBS Group
Switzerland
$3.21M 66,609 -8 -0%
CCM
14
Coldstream Capital Management
Washington
$3.19M 66,252 -342 -0.5%
BTWM
15
Brass Tax Wealth Management
Ohio
$2.87M 59,633 +59,633 New
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$2.12M 43,986 +43,986 New
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$2.07M 42,870 +122 +0.3%
CAN
18
Cetera Advisor Networks
California
$1.78M 36,873 +1,011 +3%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$1.48M 30,753 +6,064 +25%
WWM
20
Wagner Wealth Management
South Carolina
$1.36M 28,135 -185,340 -87%
Wells Fargo
21
Wells Fargo
California
$1.22M 25,364 -544 -2%
Mercer Global Advisors
22
Mercer Global Advisors
Colorado
$1.13M 23,510 -24 -0.1%
FPB
23
First PREMIER Bank
South Dakota
$1.04M 21,560
Osaic Holdings
24
Osaic Holdings
Arizona
$1.03M 21,334 -1,341 -6%
NA
25
NewEdge Advisors
Louisiana
$961K 19,939