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Hartford Multifactor US Equity ETF

63 hedge funds and large institutions have $361M invested in Hartford Multifactor US Equity ETF in 2025 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 24 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 1

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

9% more funds holding

Funds holding: 5863 (+5)

6% more capital invested

Capital invested by funds: $340M → $361M (+$21.3M)

0.72% less ownership

Funds ownership: 71.75%71.03% (-0.72%)

13% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 24

Holders
63
Holders Change
+5
Holders Change %
+8.62%
% of All Funds
0.83%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
9
Increased
21
Reduced
24
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NP
1
NorthRock Partners
Minnesota
$94.3M +$90.5M +1,639,891 New
HFM
2
Hartford Funds Management
Pennsylvania
$52.6M -$331 -6 -0%
LPL Financial
3
LPL Financial
California
$35M +$3.29M +59,612 +11%
Ameriprise
4
Ameriprise
Minnesota
$33.4M -$94.9M -1,719,707 -75%
Morgan Stanley
5
Morgan Stanley
New York
$28.8M +$19.7K +357 +0.1%
Bank of America
6
Bank of America
North Carolina
$12.3M +$805K +14,582 +7%
Raymond James Financial
7
Raymond James Financial
Florida
$10.8M +$1.31M +23,675 +14%
Mariner
8
Mariner
Kansas
$7.81M -$772K -13,982 -9%
WWM
9
Western Wealth Management
Colorado
$7.22M -$55.8K -1,011 -0.8%
FA
10
Fermata Advisors
California
$7.08M -$278K -5,030 -4%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$5.73M +$4.55M +82,426 +476%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$5.16M +$748K +13,558 +18%
Jones Financial Companies
13
Jones Financial Companies
Missouri
$4.97M +$1.7M +30,753 +55%
Wells Fargo
14
Wells Fargo
California
$4.67M +$132K +2,388 +3%
SWP
15
Stratos Wealth Partners
Ohio
$4.39M -$136K -2,461 -3%
MFGM
16
Marshall Financial Group (Maryland)
Maryland
$4.37M +$225K +4,077 +6%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$3.98M -$592K -10,719 -13%
VCWM
18
Vista Cima Wealth Management
Arizona
$3.91M +$256K +4,640 +7%
UBS Group
19
UBS Group
Switzerland
$3.63M -$589K -10,670 -14%
BTWM
20
Brass Tax Wealth Management
Ohio
$3.12M -$10.1K -183 -0.3%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$3.12M +$457K +8,277 +18%
CCM
22
Coldstream Capital Management
Washington
$3.04M -$11.9K -215 -0.4%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$2.33M -$99.6K -1,805 -4%
GBFP
24
Golden Bell Financial Planning
Georgia
$1.71M -$27.2K -493 -2%
MSFS
25
Main Street Financial Solutions
Pennsylvania
$1.49M +$45.4K +823 +3%

ROUS Hedge Fund Activity: Q3 2025 in Review

63 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor US Equity ETF (ROUS) for Q3 2025, worth a combined $361M — up 6.3% from $340M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new ROUS positions and 1 closed out — a net gain of 8 holders — while 21 added to existing stakes and 24 trimmed.

The largest buyer was NorthRock Partners, opening a new position worth an estimated $90.5M. The largest seller was Ameriprise, cutting an estimated $94.9M.

  • 63 institutional investors held Hartford Multifactor US Equity ETF (ROUS) as of Q3 2025, up from 58 in Q2 2025.
  • Funds reported $361M of Hartford Multifactor US Equity ETF stock for Q3 2025, up 6.3% quarter-over-quarter.
  • 9 funds opened new Hartford Multifactor US Equity ETF positions in Q3 2025 and 1 closed out, a net change of +8 holders.
  • The largest Hartford Multifactor US Equity ETF buyer in Q3 2025 was NorthRock Partners, an estimated $90.5M added.
  • The largest Hartford Multifactor US Equity ETF seller in Q3 2025 was Ameriprise, an estimated $94.9M sold.

Based on aggregated 13F filings for Q3 2025.