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Hartford Multifactor US Equity ETF

60 hedge funds and large institutions have $332M invested in Hartford Multifactor US Equity ETF in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

32% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 19

3% more funds holding

Funds holding: 5860 (+2)

2% more capital invested

Capital invested by funds: $327M → $332M (+$5.12M)

2.19% less ownership

Funds ownership: 75.22%73.03% (-2.2%)

Holders
60
Holders Change
+2
Holders Change %
+3.45%
% of All Funds
0.8%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
8
Increased
25
Reduced
19
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$118M -$2.11M -40,644 -2%
HFM
2
Hartford Funds Management
Pennsylvania
$46.3M -$2.36M -45,395 -5%
LPL Financial
3
LPL Financial
California
$28.3M +$2.41M +46,430 +9%
Morgan Stanley
4
Morgan Stanley
New York
$21.8M +$1.8M +34,651 +9%
Raymond James Financial
5
Raymond James Financial
Florida
$10.1M +$175K +3,359 +2%
Bank of America
6
Bank of America
North Carolina
$9.22M -$71.3K -1,371 -0.7%
Mariner
7
Mariner
Kansas
$8.71M -$1.31M -25,251 -13%
FA
8
Fermata Advisors
California
$7.5M -$24.5K -472 -0.3%
HBFP
9
Henderson Brothers Financial Partners
Pennsylvania
$7.01M +$6.31M +121,409 New
WWM
10
Western Wealth Management
Colorado
$5.99M +$446K +8,572 +8%
PAG
11
Private Advisor Group
New Jersey
$4.9M +$54K +1,039 +1%
AAS
12
Avantax Advisory Services
Texas
$4.68M +$18.9K +364 +0.4%
Wells Fargo
13
Wells Fargo
California
$4.55M +$2.24M +43,076 +92%
UBS Group
14
UBS Group
Switzerland
$4.48M -$746K -14,351 -14%
SWP
15
Stratos Wealth Partners
Ohio
$4.1M -$29.8K -574 -0.7%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$4.06M -$86.4K -1,663 -2%
MFGM
17
Marshall Financial Group (Maryland)
Maryland
$3.54M +$3.63M +69,798 New
VCWM
18
Vista Cima Wealth Management
Arizona
$3.17M +$253K +4,865 +8%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$3.11M +$2.41M +46,437 +314%
CCM
20
Coldstream Capital Management
Washington
$2.81M -$26.3K -506 -0.9%
BTWM
21
Brass Tax Wealth Management
Ohio
$2.77M -$27K -519 -0.9%
GIA
22
Gladstone Institutional Advisory
Florida
$2.47M +$1.42M +27,242 +127%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$2.15M -$23.1K -445 -1%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$2.05M +$328K +6,306 +18%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$2.03M -$27.7K -532 -1%

ROUS Hedge Fund Activity: Q1 2025 in Review

60 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor US Equity ETF (ROUS) for Q1 2025, worth a combined $332M — up 1.6% from $327M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new ROUS positions and 5 closed out — a net gain of 3 holders — while 25 added to existing stakes and 19 trimmed.

The largest buyer was Marshall Financial Group (Maryland), opening a new position worth an estimated $3.63M. The largest seller was Hartford Funds Management, cutting an estimated $2.36M.

  • 60 institutional investors held Hartford Multifactor US Equity ETF (ROUS) as of Q1 2025, up from 58 in Q4 2024.
  • Funds reported $332M of Hartford Multifactor US Equity ETF stock for Q1 2025, up 1.6% quarter-over-quarter.
  • 8 funds opened new Hartford Multifactor US Equity ETF positions in Q1 2025 and 5 closed out, a net change of +3 holders.
  • The largest Hartford Multifactor US Equity ETF buyer in Q1 2025 was Marshall Financial Group (Maryland), an estimated $3.63M added.
  • The largest Hartford Multifactor US Equity ETF seller in Q1 2025 was Hartford Funds Management, an estimated $2.36M sold.

Based on aggregated 13F filings for Q1 2025.