ROUS icon

Hartford Multifactor US Equity ETF
ROUS

Overview Fund Activity

56 hedge funds and large institutions have $325M invested in Hartford Multifactor US Equity ETF in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 17 reducing their positions, and 2 closing their positions.

Holders
56
Holders Change
+7
Holders Change %
+14.29%
% of All Funds
0.75%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
11
Increased
24
Reduced
17
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$120M
2
Raymond James Financial
2
Raymond James Financial
Florida
$9.97M
3
LPL Financial
3
LPL Financial
California
$26M
4
PAG
4
Private Advisor Group
New Jersey
$4.86M
5
Morgan Stanley
5
Morgan Stanley
New York
$20.1M

Top Sellers

1
HFM
1
Hartford Funds Management
Pennsylvania
$48.7M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$0
3
UBS Group
3
UBS Group
Switzerland
$5.23M
4
GRP
4
Global Retirement Partners
California
$9.9M
5
CCM
5
Coldstream Capital Management
Washington
$2.84M
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$120M 2,362,695 +327,798 +16%
HFM
2
Hartford Funds Management
Pennsylvania
$48.7M 957,384 -1,534,403 -62%
LPL Financial
3
LPL Financial
California
$26M 511,078 +87,619 +21%
Morgan Stanley
4
Morgan Stanley
New York
$20.1M 394,453 +65,752 +20%
Mariner
5
Mariner
Kansas
$10M 197,039 +57,742 +41%
Raymond James Financial
6
Raymond James Financial
Florida
$9.97M 195,866 +195,866 New
GRP
7
Global Retirement Partners
California
$9.9M 194,488 -7,040 -3%
Bank of America
8
Bank of America
North Carolina
$9.32M 183,199 -3,771 -2%
FA
9
Fermata Advisors
California
$7.55M 148,288 +65,438 +79%
WWM
10
Western Wealth Management
Colorado
$5.58M 109,554 +13,397 +14%
UBS Group
11
UBS Group
Switzerland
$5.23M 102,703 -7,476 -7%
PAG
12
Private Advisor Group
New Jersey
$4.86M 95,530 +85,945 +897%
AAS
13
Avantax Advisory Services
Texas
$4.67M 91,823 +1,886 +2%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$4.16M 81,671 -2,002 -2%
SWP
15
Stratos Wealth Partners
Ohio
$4.14M 81,400 +60,406 +288%
VCWM
16
Vista Cima Wealth Management
Arizona
$2.93M 57,644 +57,644 New
CCM
17
Coldstream Capital Management
Washington
$2.84M 55,829 -5,089 -8%
BTWM
18
Brass Tax Wealth Management
Ohio
$2.8M 55,106 -50 -0.1%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$2.52M 49,549 +21,545 +77%
Wells Fargo
20
Wells Fargo
California
$2.37M 46,623 +6,031 +15%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$2.18M 42,741 +2,899 +7%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$2.07M 40,598 +30,187 +290%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$1.74M 34,106 +1,003 +3%
GBFP
24
Golden Bell Financial Planning
Georgia
$1.6M 31,477 +31,477 New
GIA
25
Gladstone Institutional Advisory
Florida
$1.1M 21,530 +21,530 New
1
2 3