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Hartford Multifactor US Equity ETF

49 hedge funds and large institutions have $322M invested in Hartford Multifactor US Equity ETF in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 22 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

4% more funds holding

Funds holding: 4749 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.28% less ownership

Funds ownership: 80.69%78.4% (-2.3%)

6% less capital invested

Capital invested by funds: $341M → $322M (-$18.9M)

50% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 22

Holders
49
Holders Change
+2
Holders Change %
+4.26%
% of All Funds
0.71%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
11
Reduced
22
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HFM
1
Hartford Funds Management
Pennsylvania
$125M +$520 +11 +0%
Ameriprise
2
Ameriprise
Minnesota
$101M -$7.88M -166,539 -7%
Morgan Stanley
3
Morgan Stanley
New York
$12.7M +$2.78M +58,788 +29%
LPL Financial
4
LPL Financial
California
$10.9M -$2.22M -46,931 -17%
Bank of America
5
Bank of America
North Carolina
$9.3M -$220K -4,643 -2%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$7.89M +$2.99M +63,152 +63%
AAS
7
Avantax Advisory Services
Texas
$5.55M -$7.49M -158,314 -58%
GRP
8
Global Retirement Partners
California
$4.94M -$355K -7,500 -7%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$4.42M -$208K -4,407 -5%
WWM
10
Western Wealth Management
Colorado
$4.24M +$404K +8,549 +11%
Mariner
11
Mariner
Kansas
$3.45M +$102K +2,166 +3%
FA
12
Fermata Advisors
California
$3.3M -$5.09M -107,694 -61%
UBS Group
13
UBS Group
Switzerland
$3.29M +$85.4K +1,805 +3%
CCM
14
Coldstream Capital Management
Washington
$3.18M -$5.86K -124 -0.2%
BTWM
15
Brass Tax Wealth Management
Ohio
$2.73M -$136K -2,877 -5%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$2.14M +$23.6K +499 +1%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$1.94M -$121K -2,555 -6%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$1.68M +$200K +4,231 +14%
Wells Fargo
19
Wells Fargo
California
$1.38M +$154K +3,259 +13%
Mercer Global Advisors
20
Mercer Global Advisors
Colorado
$1.11M -$21.9K -464 -2%
WWMSC
21
Wagner Wealth Management (South Carolina)
South Carolina
$1.09M -$260K -5,489 -20%
FPB
22
First PREMIER Bank
South Dakota
$1.04M
Osaic Holdings
23
Osaic Holdings
Arizona
$987K -$38K -804 -4%
SWP
24
Stratos Wealth Partners
Ohio
$982K +$965K +20,413 New
NA
25
NewEdge Advisors
Louisiana
$959K

ROUS Hedge Fund Activity: Q2 2024 in Review

49 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor US Equity ETF (ROUS) for Q2 2024, worth a combined $322M — down 5.5% from $341M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new ROUS positions and 1 closed out — a net gain of 4 holders — while 11 added to existing stakes and 22 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $2.99M. The largest seller was Ameriprise, cutting an estimated $7.88M.

  • 49 institutional investors held Hartford Multifactor US Equity ETF (ROUS) as of Q2 2024, up from 47 in Q1 2024.
  • Funds reported $322M of Hartford Multifactor US Equity ETF stock for Q2 2024, down 5.5% quarter-over-quarter.
  • 5 funds opened new Hartford Multifactor US Equity ETF positions in Q2 2024 and 1 closed out, a net change of +4 holders.
  • The largest Hartford Multifactor US Equity ETF buyer in Q2 2024 was Raymond James Financial Services Advisors, an estimated $2.99M added.
  • The largest Hartford Multifactor US Equity ETF seller in Q2 2024 was Ameriprise, an estimated $7.88M sold.

Based on aggregated 13F filings for Q2 2024.