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Hartford Multifactor US Equity ETF
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Overview Fund Activity

56 hedge funds and large institutions have $324M invested in Hartford Multifactor US Equity ETF in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
56
Holders Change
–
Holders Change %
0%
% of All Funds
0.76%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
6
Increased
24
Reduced
19
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MFGM
Marshall Financial Group (Maryland)
Maryland
+$3.54M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.36M
3
LPL Financial
LPL Financial
California
+$2.36M
4
Wells Fargo
Wells Fargo
California
+$2.19M
5
GLA
Good Life Advisors
Pennsylvania
+$1.91M

Top Sellers

1
HFM
Hartford Funds Management
Pennsylvania
-$2.3M
2
Ameriprise
Ameriprise
Minnesota
-$2.06M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$1.55M
4
Mariner
Mariner
Kansas
-$1.28M
5
UBS Group
UBS Group
Switzerland
-$728K
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$118M -$2.06M -40,644 -2%
HFM
2
Hartford Funds Management
Pennsylvania
$46.3M -$2.3M -45,395 -5%
LPL Financial
3
LPL Financial
California
$28.3M +$2.36M +46,430 +9%
Morgan Stanley
4
Morgan Stanley
New York
$21.8M +$1.76M +34,651 +9%
Raymond James Financial
5
Raymond James Financial
Florida
$10.1M +$170K +3,359 +2%
Bank of America
6
Bank of America
North Carolina
$9.22M -$69.6K -1,371 -0.7%
Mariner
7
Mariner
Kansas
$8.71M -$1.28M -25,251 -13%
FA
8
Fermata Advisors
California
$7.5M -$23.9K -472 -0.3%
WWM
9
Western Wealth Management
Colorado
$5.99M +$435K +8,572 +8%
PAG
10
Private Advisor Group
New Jersey
$4.9M +$52.7K +1,039 +1%
AAS
11
Avantax Advisory Services
Texas
$4.68M +$18.5K +364 +0.4%
Wells Fargo
12
Wells Fargo
California
$4.55M +$2.19M +43,076 +92%
UBS Group
13
UBS Group
Switzerland
$4.48M -$728K -14,351 -14%
SWP
14
Stratos Wealth Partners
Ohio
$4.1M -$29.1K -574 -0.7%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$4.06M -$84.4K -1,663 -2%
MFGM
16
Marshall Financial Group (Maryland)
Maryland
$3.54M +$3.54M +69,798 New
VCWM
17
Vista Cima Wealth Management
Arizona
$3.17M +$247K +4,865 +8%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$3.11M +$2.36M +46,437 +314%
CCM
19
Coldstream Capital Management
Washington
$2.81M -$25.7K -506 -0.9%
BTWM
20
Brass Tax Wealth Management
Ohio
$2.77M -$26.3K -519 -0.9%
GIA
21
Gladstone Institutional Advisory
Florida
$2.47M +$1.38M +27,242 +127%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$2.15M -$22.6K -445 -1%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$2.05M +$320K +6,306 +18%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$2.03M -$27K -532 -1%
GLA
25
Good Life Advisors
Pennsylvania
$1.91M +$1.91M +37,649 New
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