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Hartford Multifactor US Equity ETF
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Overview Fund Activity

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.

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
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$7.89M
2
Morgan Stanley
2
Morgan Stanley
New York
$12.7M
3
SWP
3
Stratos Wealth Partners
Ohio
$982K
4
SA
4
Sanctuary Advisors
Indiana
$669K
5
WWM
5
Western Wealth Management
Colorado
$4.24M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$101M
2
AAS
2
Avantax Advisory Services
Texas
$5.55M
3
FA
3
Fermata Advisors
California
$3.3M
4
LPL Financial
4
LPL Financial
California
$10.9M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HFM
1
Hartford Funds Management
Pennsylvania
$125M 2,591,594 +11 +0%
Ameriprise
2
Ameriprise
Minnesota
$101M 2,108,065 -166,539 -7%
Morgan Stanley
3
Morgan Stanley
New York
$12.7M 263,162 +58,788 +29%
LPL Financial
4
LPL Financial
California
$10.9M 226,723 -46,931 -17%
Bank of America
5
Bank of America
North Carolina
$9.3M 193,343 -4,643 -2%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$7.89M 164,081 +63,152 +63%
AAS
7
Avantax Advisory Services
Texas
$5.55M 115,363 -158,314 -58%
GRP
8
Global Retirement Partners
California
$4.94M 102,760 -7,500 -7%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$4.42M 91,874 -4,407 -5%
WWM
10
Western Wealth Management
Colorado
$4.24M 88,257 +8,549 +11%
Mariner
11
Mariner
Kansas
$3.45M 71,671 +2,166 +3%
FA
12
Fermata Advisors
California
$3.3M 68,645 -107,694 -61%
UBS Group
13
UBS Group
Switzerland
$3.29M 68,414 +1,805 +3%
CCM
14
Coldstream Capital Management
Washington
$3.18M 66,128 -124 -0.2%
BTWM
15
Brass Tax Wealth Management
Ohio
$2.73M 56,756 -2,877 -5%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$2.14M 44,485 +499 +1%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$1.94M 40,315 -2,555 -6%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$1.68M 34,984 +4,231 +14%
Wells Fargo
19
Wells Fargo
California
$1.38M 28,623 +3,259 +13%
Mercer Global Advisors
20
Mercer Global Advisors
Colorado
$1.11M 23,046 -464 -2%
WWM
21
Wagner Wealth Management
South Carolina
$1.09M 22,646 -5,489 -20%
FPB
22
First PREMIER Bank
South Dakota
$1.04M 21,560 – –
Osaic Holdings
23
Osaic Holdings
Arizona
$987K 20,530 -804 -4%
SWP
24
Stratos Wealth Partners
Ohio
$982K 20,413 +20,413 New
NA
25
NewEdge Advisors
Louisiana
$959K 19,939 – –
1
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