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Hartford Multifactor US Equity ETF

64 hedge funds and large institutions have $340M invested in Hartford Multifactor US Equity ETF in 2025 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 30 increasing their positions, 18 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

67% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 18

2% more funds holding

Funds holding: 6364 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2.66% less ownership

Funds ownership: 71.03%68.37% (-2.7%)

6% less capital invested

Capital invested by funds: $361M → $340M (-$21M)

Holders
64
Holders Change
+1
Holders Change %
+1.59%
% of All Funds
0.78%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
30
Reduced
18
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NP
1
NorthRock Partners
Minnesota
$77.3M -$17.3M -300,647 -18%
HFM
2
Hartford Funds Management
Pennsylvania
$50M -$2.77M -48,166 -5%
LPL Financial
3
LPL Financial
California
$39M +$3.85M +66,847 +11%
Morgan Stanley
4
Morgan Stanley
New York
$26.5M -$2.4M -41,623 -8%
Ameriprise
5
Ameriprise
Minnesota
$17.3M -$16.2M -281,212 -48%
Raymond James Financial
6
Raymond James Financial
Florida
$14.5M +$3.67M +63,646 +34%
Bank of America
7
Bank of America
North Carolina
$11.5M -$875K -15,194 -7%
Mariner
8
Mariner
Kansas
$7.92M +$80.4K +1,396 +1%
WWM
9
Western Wealth Management
Colorado
$7.73M +$478K +8,300 +7%
FA
10
Fermata Advisors
California
$7.13M +$23.3K +404 +0.3%
Jones Financial Companies
11
Jones Financial Companies
Missouri
$6.66M +$1.63M +28,320 +33%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$6.01M +$828K +14,368 +16%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$5.71M -$48.3K -839 -0.8%
MFGM
14
Marshall Financial Group (Maryland)
Maryland
$4.94M +$552K +9,579 +13%
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$4.04M +$3.89M +67,610 +2,892%
VCWM
16
Vista Cima Wealth Management
Arizona
$3.9M -$18.4K -319 -0.5%
Wells Fargo
17
Wells Fargo
California
$3.88M -$806K -13,993 -17%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$3.73M +$607K +10,537 +19%
UBS Group
19
UBS Group
Switzerland
$3.54M -$113K -1,966 -3%
NA
20
NewEdge Advisors
Louisiana
$3.39M +$2.36M +40,933 +230%
WA
21
Waverly Advisors
Alabama
$3.11M +$3.11M +53,954 New
CCM
22
Coldstream Capital Management
Washington
$3.04M -$10.4K -180 -0.3%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$2.34M +$1.97M +34,205 +533%
Osaic Holdings
24
Osaic Holdings
Arizona
$2.32M +$1.25M +21,744 +118%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$2.18M -$153K -2,651 -7%

ROUS Hedge Fund Activity: Q4 2025 in Review

64 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor US Equity ETF (ROUS) for Q4 2025, worth a combined $340M — down 5.8% from $361M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new ROUS positions and 3 closed out — a net gain of 3 holders — while 30 added to existing stakes and 18 trimmed.

The largest buyer was Rockefeller Capital Management, adding an estimated $3.89M. The largest seller was NorthRock Partners, cutting an estimated $17.3M.

  • 64 institutional investors held Hartford Multifactor US Equity ETF (ROUS) as of Q4 2025, up from 63 in Q3 2025.
  • Funds reported $340M of Hartford Multifactor US Equity ETF stock for Q4 2025, down 5.8% quarter-over-quarter.
  • 6 funds opened new Hartford Multifactor US Equity ETF positions in Q4 2025 and 3 closed out, a net change of +3 holders.
  • The largest Hartford Multifactor US Equity ETF buyer in Q4 2025 was Rockefeller Capital Management, an estimated $3.89M added.
  • The largest Hartford Multifactor US Equity ETF seller in Q4 2025 was NorthRock Partners, an estimated $17.3M sold.

Based on aggregated 13F filings for Q4 2025.