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Hartford Multifactor US Equity ETF
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Overview Fund Activity

49 hedge funds and large institutions have $362M invested in Hartford Multifactor US Equity ETF in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 20 increasing their positions, 18 reducing their positions, and 2 closing their positions.

Holders
49
Holders Change
–
Holders Change %
0%
% 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
2
Increased
20
Reduced
18
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$22M
2
GRP
2
Global Retirement Partners
California
$10.5M
3
Mariner
3
Mariner
Kansas
$7.22M
4
Morgan Stanley
4
Morgan Stanley
New York
$17M
5
UBS Group
5
UBS Group
Switzerland
$5.71M

Top Sellers

1
HFM
1
Hartford Funds Management
Pennsylvania
$129M
2
Ameriprise
2
Ameriprise
Minnesota
$106M
3
AAS
3
Avantax Advisory Services
Texas
$4.66M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$1.45M
5
WMA
5
West Michigan Advisors
Michigan
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HFM
1
Hartford Funds Management
Pennsylvania
$129M 2,491,787 -99,807 -4%
Ameriprise
2
Ameriprise
Minnesota
$106M 2,034,897 -73,168 -3%
LPL Financial
3
LPL Financial
California
$22M 423,459 +196,736 +87%
Morgan Stanley
4
Morgan Stanley
New York
$17M 328,701 +65,539 +25%
GRP
5
Global Retirement Partners
California
$10.5M 201,528 +98,768 +96%
Bank of America
6
Bank of America
North Carolina
$9.7M 186,970 -6,373 -3%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$8.83M 170,272 +6,191 +4%
Mariner
8
Mariner
Kansas
$7.22M 139,297 +67,626 +94%
UBS Group
9
UBS Group
Switzerland
$5.71M 110,179 +41,765 +61%
WWM
10
Western Wealth Management
Colorado
$4.99M 96,157 +7,900 +9%
AAS
11
Avantax Advisory Services
Texas
$4.66M 89,937 -25,426 -22%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$4.34M 83,673 -8,201 -9%
FA
13
Fermata Advisors
California
$4.3M 82,850 +14,205 +21%
CCM
14
Coldstream Capital Management
Washington
$3.16M 60,918 -5,210 -8%
BTWM
15
Brass Tax Wealth Management
Ohio
$2.86M 55,156 -1,600 -3%
Wells Fargo
16
Wells Fargo
California
$2.11M 40,592 +11,969 +42%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$2.07M 39,842 -473 -1%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$1.72M 33,103 -1,881 -5%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$1.45M 28,004 -16,481 -37%
WWM
20
Wagner Wealth Management
South Carolina
$1.16M 22,293 -353 -2%
Mercer Global Advisors
21
Mercer Global Advisors
Colorado
$1.13M 21,839 -1,207 -5%
FPB
22
First PREMIER Bank
South Dakota
$1.12M 21,560 – –
SWP
23
Stratos Wealth Partners
Ohio
$1.09M 20,994 +581 +3%
NA
24
NewEdge Advisors
Louisiana
$1.03M 19,939 – –
RJA
25
Raymond James & Associates
Florida
$957K 18,458 +477 +3%
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