We are live on ! Find out more
ROUS icon

Hartford Multifactor US Equity ETF

58 hedge funds and large institutions have $340M invested in Hartford Multifactor US Equity ETF in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 22 increasing their positions, 24 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $332M → $340M (+$8.28M)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

8% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 24

1.29% less ownership

Funds ownership: 73.03%71.75% (-1.3%)

3% less funds holding

Funds holding: 6058 (-2)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
58
Holders Change
-2
Holders Change %
-3.33%
% of All Funds
0.76%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
5
Increased
22
Reduced
24
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$124M -$1.08M -21,277 -0.9%
HFM
2
Hartford Funds Management
Pennsylvania
$49.1M +$121K +2,381 +0.3%
LPL Financial
3
LPL Financial
California
$29.5M -$421K -8,262 -1%
Morgan Stanley
4
Morgan Stanley
New York
$26.9M +$3.66M +71,750 +17%
Bank of America
5
Bank of America
North Carolina
$10.7M +$885K +17,363 +10%
Raymond James Financial
6
Raymond James Financial
Florida
$8.85M -$1.75M -34,425 -17%
Mariner
7
Mariner
Kansas
$8.05M -$1.12M -21,912 -13%
FA
8
Fermata Advisors
California
$6.88M -$1M -19,674 -13%
WWM
9
Western Wealth Management
Colorado
$6.8M +$430K +8,445 +7%
AAS
10
Avantax Advisory Services
Texas
$4.58M -$348K -6,823 -7%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$4.29M -$4.18K -82 -0.1%
Wells Fargo
12
Wells Fargo
California
$4.24M -$550K -10,798 -12%
SWP
13
Stratos Wealth Partners
Ohio
$4.24M -$98.5K -1,934 -2%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$4.09M +$765K +15,018 +25%
UBS Group
15
UBS Group
Switzerland
$3.97M -$737K -14,460 -16%
MFGM
16
Marshall Financial Group (Maryland)
Maryland
$3.89M +$109K +2,135 +3%
VCWM
17
Vista Cima Wealth Management
Arizona
$3.4M +$41.1K +807 +1%
Jones Financial Companies
18
Jones Financial Companies
Missouri
$3M +$1.57M +30,827 +121%
BTWM
19
Brass Tax Wealth Management
Ohio
$2.92M -$7.64K -150 -0.3%
CCM
20
Coldstream Capital Management
Washington
$2.85M -$116K -2,281 -4%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$2.46M +$280K +5,491 +14%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$2.27M -$2.55K -50 -0.1%
GLA
23
Good Life Advisors
Pennsylvania
$1.98M -$42.4K -833 -2%
TSMHT
24
Thurston Springer Miller Herd & Titak
Indiana
$1.94M +$1.77M +34,760 +2,455%
GBFP
25
Golden Bell Financial Planning
Georgia
$1.62M -$14.7K -288 -0.9%

ROUS Hedge Fund Activity: Q2 2025 in Review

58 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor US Equity ETF (ROUS) for Q2 2025, worth a combined $340M — up 2.5% from $332M a quarter earlier.

Fund positioning in ROUS was balanced in Q2 2025: 5 funds opened new positions, 5 closed out, 22 added to existing stakes and 24 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.66M. The largest seller was Private Advisor Group, cutting an estimated $4.58M.

  • 58 institutional investors held Hartford Multifactor US Equity ETF (ROUS) as of Q2 2025, down from 60 in Q1 2025.
  • Funds reported $340M of Hartford Multifactor US Equity ETF stock for Q2 2025, up 2.5% quarter-over-quarter.
  • 5 funds opened new Hartford Multifactor US Equity ETF positions in Q2 2025 and 5 closed out, a net change of 0 holders.
  • The largest Hartford Multifactor US Equity ETF buyer in Q2 2025 was Morgan Stanley, an estimated $3.66M added.
  • The largest Hartford Multifactor US Equity ETF seller in Q2 2025 was Private Advisor Group, an estimated $4.58M sold.

Based on aggregated 13F filings for Q2 2025.