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Hartford Multifactor US Equity ETF

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.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $322M → $362M (+$39.2M)

11% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 18

0.57% more ownership

Funds ownership: 78.4%78.98% (+0.57%)

0% more funds holding

Funds holding: 4949 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

Holders
49
Holders Change
Holders Change %
0%
% of All Funds
0.7%
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
Name Holding Trade Value Shares
Change
Change in
Stake
HFM
1
Hartford Funds Management
Pennsylvania
$129M -$4.97M -99,807 -4%
Ameriprise
2
Ameriprise
Minnesota
$106M -$3.64M -73,168 -3%
LPL Financial
3
LPL Financial
California
$22M +$9.8M +196,736 +87%
Morgan Stanley
4
Morgan Stanley
New York
$17M +$3.26M +65,539 +25%
GRP
5
Global Retirement Partners
California
$10.5M +$4.92M +98,768 +96%
Bank of America
6
Bank of America
North Carolina
$9.7M -$317K -6,373 -3%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$8.83M +$308K +6,191 +4%
Mariner
8
Mariner
Kansas
$7.22M +$3.37M +67,626 +94%
UBS Group
9
UBS Group
Switzerland
$5.71M +$2.08M +41,765 +61%
WWM
10
Western Wealth Management
Colorado
$4.99M +$393K +7,900 +9%
AAS
11
Avantax Advisory Services
Texas
$4.66M -$1.27M -25,426 -22%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$4.34M -$408K -8,201 -9%
FA
13
Fermata Advisors
California
$4.3M +$707K +14,205 +21%
CCM
14
Coldstream Capital Management
Washington
$3.16M -$259K -5,210 -8%
BTWM
15
Brass Tax Wealth Management
Ohio
$2.86M -$79.7K -1,600 -3%
Wells Fargo
16
Wells Fargo
California
$2.11M +$596K +11,969 +42%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$2.07M -$23.6K -473 -1%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$1.72M -$93.7K -1,881 -5%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$1.45M -$821K -16,481 -37%
WWMSC
20
Wagner Wealth Management (South Carolina)
South Carolina
$1.16M -$17.6K -353 -2%
Mercer Global Advisors
21
Mercer Global Advisors
Colorado
$1.13M -$60.1K -1,207 -5%
FPB
22
First PREMIER Bank
South Dakota
$1.12M
SWP
23
Stratos Wealth Partners
Ohio
$1.09M +$28.9K +581 +3%
NA
24
NewEdge Advisors
Louisiana
$1.03M
RJA
25
Raymond James & Associates
Florida
$957K +$23.8K +477 +3%

ROUS Hedge Fund Activity: Q3 2024 in Review

49 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor US Equity ETF (ROUS) for Q3 2024, worth a combined $362M — up 12% from $322M a quarter earlier.

Fund positioning in ROUS was balanced in Q3 2024: 2 funds opened new positions, 2 closed out, 20 added to existing stakes and 18 trimmed.

The largest buyer was LPL Financial, adding an estimated $9.8M. The largest seller was Hartford Funds Management, cutting an estimated $4.97M.

  • 49 institutional investors held Hartford Multifactor US Equity ETF (ROUS) as of Q3 2024, unchanged from Q2 2024.
  • Funds reported $362M of Hartford Multifactor US Equity ETF stock for Q3 2024, up 12% quarter-over-quarter.
  • 2 funds opened new Hartford Multifactor US Equity ETF positions in Q3 2024 and 2 closed out, a net change of 0 holders.
  • The largest Hartford Multifactor US Equity ETF buyer in Q3 2024 was LPL Financial, an estimated $9.8M added.
  • The largest Hartford Multifactor US Equity ETF seller in Q3 2024 was Hartford Funds Management, an estimated $4.97M sold.

Based on aggregated 13F filings for Q3 2024.