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Hartford Multifactor US Equity ETF
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Overview Fund Activity

55 hedge funds and large institutions have $339M invested in Hartford Multifactor US Equity ETF in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 21 increasing their positions, 24 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
55
Holders Change
-1
Holders Change %
-1.79%
% of All Funds
0.74%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
5
Increased
21
Reduced
24
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$3.85M
2
TSMHT
Thurston Springer Miller Herd & Titak
Indiana
+$1.87M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$1.64M
4
Bank of America
Bank of America
North Carolina
+$932K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$806K

Top Sellers

1
PAG
Private Advisor Group
New Jersey
-$4.83M
2
Raymond James Financial
Raymond James Financial
Florida
-$1.85M
3
GIA
Gladstone Institutional Advisory
Florida
-$1.24M
4
Mariner
Mariner
Kansas
-$1.18M
5
Ameriprise
Ameriprise
Minnesota
-$1.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$124M -$1.14M -21,277 -0.9%
HFM
2
Hartford Funds Management
Pennsylvania
$49.1M +$128K +2,381 +0.3%
LPL Financial
3
LPL Financial
California
$29.5M -$444K -8,262 -1%
Morgan Stanley
4
Morgan Stanley
New York
$26.9M +$3.85M +71,750 +17%
Bank of America
5
Bank of America
North Carolina
$10.7M +$932K +17,363 +10%
Raymond James Financial
6
Raymond James Financial
Florida
$8.85M -$1.85M -34,425 -17%
Mariner
7
Mariner
Kansas
$8.05M -$1.18M -21,912 -13%
FA
8
Fermata Advisors
California
$6.88M -$1.06M -19,674 -13%
WWM
9
Western Wealth Management
Colorado
$6.8M +$453K +8,445 +7%
AAS
10
Avantax Advisory Services
Texas
$4.58M -$366K -6,823 -7%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$4.29M -$4.4K -82 -0.1%
Wells Fargo
12
Wells Fargo
California
$4.24M -$580K -10,798 -12%
SWP
13
Stratos Wealth Partners
Ohio
$4.24M -$104K -1,934 -2%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$4.1M +$806K +15,018 +25%
UBS Group
15
UBS Group
Switzerland
$3.97M -$776K -14,460 -16%
MFGM
16
Marshall Financial Group (Maryland)
Maryland
$3.89M +$115K +2,135 +3%
VCWM
17
Vista Cima Wealth Management
Arizona
$3.4M +$43.3K +807 +1%
Jones Financial Companies
18
Jones Financial Companies
Missouri
$3M +$1.64M +30,827 +121%
BTWM
19
Brass Tax Wealth Management
Ohio
$2.92M -$8.05K -150 -0.3%
CCM
20
Coldstream Capital Management
Washington
$2.85M -$122K -2,281 -4%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$2.47M +$295K +5,491 +14%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$2.27M -$2.68K -50 -0.1%
GLA
23
Good Life Advisors
Pennsylvania
$1.98M -$44.7K -833 -2%
TSMHT
24
Thurston Springer Miller Herd & Titak
Indiana
$1.94M +$1.87M +34,760 +2,455%
GBFP
25
Golden Bell Financial Planning
Georgia
$1.62M -$15.5K -288 -0.9%
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