H
Hartford Quality Value
QUVU • BATS
Hartford Quality Value is an exchange-traded fund on BATS. As of Q3 2025, 27 institutional investors hold shares in this ETF, with total holdings valued at $32.9M. Matrix Trust Co is the largest holder with a position valued at $14.8M.
Overview
Overview of institutional ownership in QUVU as of Q3 2025
All Institutions
- Institutions
- 27
- Value Held
- $32.9M
- Shares Held
- 1.2M
- Avg Position
- $1.2M
- Median Position
- $236.1K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in QUVU as of Q3 2025
| Institution | Position Value |
|---|---|
 Matrix Trust Co RIA/Wealth | $14.8M 2.36% of portfolio |
J JONES FINANCIAL COMPANIES LLLP Institution | $4.3M 0.00% of portfolio |
 Modern Wealth Management, LLC RIA/Wealth | $4.2M 0.08% of portfolio |
C CI Private Wealth, LLC RIA/Wealth | $3.1M 0.00% of portfolio |
L LPL Financial LLC Institution | $1.6M 0.00% of portfolio |
 DAVENPORT & Co LLC RIA/Wealth | $1.2M 0.01% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $701.7K 0.00% of portfolio |
 THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. Private Equity | $454.5K 0.92% of portfolio |
 Ashton Thomas Private Wealth, LLC RIA/Wealth | $398.1K 0.01% of portfolio |
J JANE STREET GROUP, LLC Institution | $373.8K 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for QUVU in Q3 2025
- Traded
- +$5.0M
- Buyers
- 13
- Sellers
- 6
- Total Bought
- +$6.7M
- Total Sold
- −$1.7M
- Avg Position
- $1.2M
Biggest Buyers
| Institution | Net Bought |
|---|---|
C CI Private Wealth, LLC RIA/Wealth | +$3.1M +115.1K shares |
J JONES FINANCIAL COMPANIES LLLP Institution | +$1.6M +61.7K shares |
DAVENPORT & Co LLC RIA/Wealth | +$528.3K +19.9K shares |
Ashton Thomas Private Wealth, LLC RIA/Wealth | +$398.1K +15.0K shares |
J JANE STREET GROUP, LLC Institution | +$373.8K +14.1K shares |
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | +$221.1K +8.3K shares |
Modern Wealth Management, LLC RIA/Wealth | +$218.7K +8.2K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$162.3K +6.1K shares |
 UBS Group AG Institution | +$73.3K +2.8K shares |
 CWM, LLC RIA/Wealth | +$32.7K +1.2K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. Private Equity | −$1.5M −55.9K shares |
Matrix Trust Co RIA/Wealth | −$215.9K −8.1K shares |
 Tortoise Investment Management, LLC RIA/Wealth | −$18.2K −709.0 shares |
L LPL Financial LLC Institution | −$12.7K −478.0 shares |
B Bowman & Co S.C. Institution | −$902.7 −34.0 shares |
 Strategic Wealth Partners, Ltd. RIA/Wealth | −$0.1 −0.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited QUVU in Q3 2025
- New Positions
- 4
- New Value
- $3.7M
- Exited Positions
- 1
- Exited Value
- $18.2K
New Positions
| Institution | Position Value |
|---|---|
C CI Private Wealth, LLC RIA/Wealth | $3.1M 115.1K shares |
Ashton Thomas Private Wealth, LLC RIA/Wealth | $398.1K 15.0K shares |
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | $221.1K 8.3K shares |
$14.4K 542.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
Tortoise Investment Management, LLC RIA/Wealth | $18.2K 709.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in QUVU as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with QUVU as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Matrix Trust Co RIA/Wealth | 2.36% $14.8M |
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. Private Equity | 0.92% $454.5K |
B Bowman & Co S.C. Institution | 0.10% $240.9K |
Modern Wealth Management, LLC RIA/Wealth | 0.08% $4.2M |
Ashton Thomas Private Wealth, LLC RIA/Wealth | 0.01% $398.1K |
E EverSource Wealth Advisors, LLC RIA/Wealth | 0.01% $238.0K |
R Rossby Financial, LCC RIA/Wealth | 0.01% $22.1K |
DAVENPORT & Co LLC RIA/Wealth | 0.01% $1.2M |
C CI Private Wealth, LLC RIA/Wealth | 0.00% $3.1M |
J JONES FINANCIAL COMPANIES LLLP Institution | 0.00% $4.3M |