Hartford Multifactor Developed Markets ETF

RODM • ARCA

Hartford Multifactor Developed Markets ETF is an exchange-traded fund on ARCA. As of Q3 2025, 114 institutional investors hold shares in this ETF, with total holdings valued at $982.4M. HPM Partners LLC is the largest holder with a position valued at $140.7M.

Overview

Overview of institutional ownership in RODM as of Q3 2025

All Institutions

Institutions: 114
Value Held: $982.4M
Shares Held: 27.7M
Avg Position: $8.6M
Median Position: $777.7K

Hedge Funds

Hedge Funds: 3
Value Held: $2.5M
Shares Held: 70.8K
Avg Position: $838.9K
Median Position: $962.8K

Biggest Investors

Institutions with the largest positions in RODM as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
HPM Partners LLC RIA/Wealth	Kurt Patrick Miscinski President	$140.7M 0.23% of portfolio	4.0M shares	Q2 2023 Held for 2y 5m	$61.7B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$115.6M 0.01% of portfolio	3.3M shares	Q4 2017 Held for 7y 11m	$1.65T
H Hartford Funds Management Co LLC ETF Provider	Gregory A. Frost President	$102.3M 8.77% of portfolio	2.9M shares	Q2 2018 Held for 7y 5m	$1.2B
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$93.5M 0.01% of portfolio	2.6M shares	Q1 2017 Held for 8y 8m	$1.33T
FOSTER & MOTLEY INC RIA/Wealth	Lucas Parker Hail Chairman	$70.2M 3.93% of portfolio	2.0M shares	Q4 2019 Held for 5y 11m	$1.8B
Mill Creek Capital Advisors, LLC RIA/Wealth	Joshua Stirling Gross CEO	$65.2M 1.34% of portfolio	1.8M shares	Q4 2022 Held for 2y 11m	$4.9B
Intellus Advisors LLC RIA/Wealth	Kearsley Barton Lewis CEO	$37.2M 5.09% of portfolio	1.0M shares	Q4 2024 Held for 11 months	$731.1M
Mariner Wealth Advisors, LLC RIA/Wealth	Martin Christopher Bicknell CEO	$34.8M 0.05% of portfolio	981.0K shares	Q4 2022 Held for 2y 11m	$77.3B
RAYMOND JAMES FINANCIAL INC RIA/Wealth	Steven Robert Marcus CEO	$31.7M 0.01% of portfolio	892.0K shares	Q4 2024 Held for 11 months	$310.43B
L LPL Financial LLC Institution	-	$31.4M 0.01% of portfolio	882.9K shares	Q4 2016 Held for 8y 11m	$340.07B

Net Capital Flow

Institutional buying and selling activity for RODM in Q3 2025

Traded: +$31.5M
Buyers: 50
Sellers: 48
Total Bought: +$63.9M
Total Sold: −$32.5M
Avg Position: $8.3M

Biggest Buyers

Institution	Net Bought	Current Position
RAYMOND JAMES FINANCIAL INC RIA/Wealth	+$11.8M +331.5K shares	$31.7M 892.0K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	+$11.2M +314.2K shares	$11.2M 314.2K shares
Cetera Investment Advisers RIA/Wealth	+$10.1M +285.2K shares	$13.4M 377.9K shares
Vawter Financial, Ltd. RIA/Wealth	+$5.1M +142.9K shares	$5.1M 142.9K shares
L LPL Financial LLC Institution	+$4.7M +132.2K shares	$31.4M 882.9K shares
MORGAN STANLEY RIA/Wealth	+$4.6M +128.3K shares	$115.6M 3.3M shares
HPM Partners LLC RIA/Wealth	+$2.2M +62.8K shares	$140.7M 4.0M shares
BB&T CORP Institution	+$2.0M +56.9K shares	$5.1M 143.1K shares
J JANE STREET GROUP, LLC Institution	+$1.8M +51.5K shares	$1.8M 51.5K shares
J JONES FINANCIAL COMPANIES LLLP Institution	+$1.7M +46.7K shares	$6.5M 183.2K shares

Biggest Sellers

Institution	Net Sold	Current Position
H Hartford Funds Management Co LLC ETF Provider	−$11.2M −316.1K shares	$102.3M 2.9M shares
F FLOW TRADERS U.S. LLC Institution	−$6.9M −203.2K shares	Sold Off 0 shares
Private Advisor Group, LLC RIA/Wealth	−$2.9M −80.8K shares	$22.1M 621.5K shares
W WCG Wealth Advisors LLC Institution	−$2.5M −69.7K shares	$21.6M 608.4K shares
Mill Creek Capital Advisors, LLC RIA/Wealth	−$2.1M −58.3K shares	$65.2M 1.8M shares
BANK OF AMERICA CORP /DE/ Institution	−$1.3M −36.0K shares	$93.5M 2.6M shares
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	−$841.3K −23.7K shares	$1.3M 38.0K shares
Lido Advisors, LLC RIA/Wealth	−$749.2K −21.1K shares	$8.8M 246.3K shares
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. Private Equity	−$603.9K −17.0K shares	$67.0K 1.9K shares
AMERIPRISE FINANCIAL INC Institution	−$501.8K −14.1K shares	$3.2M 89.2K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited RODM in Q3 2025

New Positions: 5
New Value: $778.1K
Exited Positions: 5
Exited Value: $7.3M

New Positions

Institution	Position Value
Gotham Asset Management, LLC Hedge Fund•Long/Short	$415.8K 11.7K shares
Prospera Financial Services RIA/Wealth	$222.8K 6.3K shares
R Root Financial Partners, LLC RIA/Wealth	$86.2K 2.4K shares
Strategic Wealth Partners, Ltd. RIA/Wealth	$53.3K 1.5K shares
Sontag Advisory, LLC RIA/Wealth	$34.0 1.0 shares

Exited Positions

Institution	Previous Position
F FLOW TRADERS U.S. LLC Institution	$6.9M 203.2K shares
Financial Advocates Investment Management RIA/Wealth	$298.7K 8.8K shares
C Close Asset Management Ltd Institution	$39.9K 1.2K shares
Sunbelt Securities, Inc. RIA/Wealth	$15.4K 543.0 shares
Geneos Wealth Management Inc. RIA/Wealth	$8.7K 254.0 shares

Options Activity

Institutions with the largest Call and Put options positions in RODM 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 RODM as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
H Hartford Funds Management Co LLC ETF Provider	Gregory A. Frost President	8.77% $102.3M	2.9M shares	Q2 2018 Held for 7y 5m	$1.2B
Intellus Advisors LLC RIA/Wealth	Kearsley Barton Lewis CEO	5.09% $37.2M	1.0M shares	Q4 2024 Held for 11 months	$731.1M
FOSTER & MOTLEY INC RIA/Wealth	Lucas Parker Hail Chairman	3.93% $70.2M	2.0M shares	Q4 2019 Held for 5y 11m	$1.8B
Vawter Financial, Ltd. RIA/Wealth	Gary Lynn Vawter President	2.30% $5.1M	142.9K shares	Q4 2022 Held for 2y 11m	$220.3M
G Goldstein Advisors, LLC RIA/Wealth	Jon David Goldstein Partner	1.92% $15.8M	444.8K shares	Q4 2022 Held for 2y 11m	$822.7M
B Bennett Associates Wealth Management RIA/Wealth	Collin Kenneth Randall President	1.70% $2.3M	65.9K shares	Q4 2023 Held for 1y 11m	$137.8M
BEARING POINT CAPITAL, LLC RIA/Wealth	Thomas Matthew Hawley Founder	1.46% $8.5M	238.2K shares	Q4 2024 Held for 11 months	$580.4M
W WCG Wealth Advisors LLC Institution	-	1.36% $21.6M	608.4K shares	Q2 2022 Held for 3y 5m	$1.6B
Mill Creek Capital Advisors, LLC RIA/Wealth	Joshua Stirling Gross CEO	1.34% $65.2M	1.8M shares	Q4 2022 Held for 2y 11m	$4.9B
CRUX WEALTH ADVISORS RIA/Wealth	Travis Price Alexander CEO	0.84% $2.1M	57.8K shares	Q4 2024 Held for 11 months	$243.4M