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Hartford Multifactor Emerging Markets ETF (ROAM) Institutional Ownership

$23.64 +0.05 (+0.21%)
(As of 12/20/2024 04:33 PM ET)

Institutional Ownership Changes (13F Filings) for Hartford Multifactor Emerging Markets ETF (NYSEARCA:ROAM)

Number of
Institutional Buyers
(last 12 months)
8
Total
Institutional Inflows
(last 12 months)
$9.50M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$1.09M
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ROAM Institutional Buying and Selling by Quarter

Hartford Multifactor Emerging Markets ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/25/2024 Sanctuary Advisors LLC97,242$2.32M0.0%+166.2%10.805%
11/14/2024 Flow Traders U.S. LLC43,625$1.11M0.1%-45.6%4.847%
11/8/2024 Prospera Financial Services Inc11,980$306K0.0%+21.9%1.331%
10/17/2024Stratos Wealth Partners LTD.229,441$5.86M0.1%+764.3%25.493%
10/8/2024 Dynamic Advisor Solutions LLC20,922$534K0.0%+29.0%2.325%
9/5/2024 Sanctuary Advisors LLC36,533$847K0.0%N/A4.059%
7/31/2024Commonwealth Equity Services LLC43,393$1.05M0.0%N/A4.821%
7/29/2024 Financial Advocates Investment Management31,655$765K0.0%-5.3%3.517%
7/23/2024 MFA Wealth Advisors LLC2,913$70K0.0%N/A0.324%
7/15/2024 Dynamic Advisor Solutions LLC16,218$392K0.0%+29.8%1.802%
2/29/2024 Scarborough Advisors LLC60,030$1.34M0.3%+4.2%6.670%
2/8/2024 Financial Advocates Investment Management9,297$208K0.0%N/A1.033%
1/19/2024 Wagner Wealth Management LLC74,430$1.66M0.6%-4.6%8.270%
1/16/2024Raymond James Financial Services Advisors Inc.12,103$271K0.0%-10.8%1.345%
1/11/2024 Dynamic Advisor Solutions LLC10,684$234K0.0%N/A1.187%
12/1/2023 Wellington Management Group LLP62,087$1.31M0.0%-58.9%6.899%
11/30/2023 Scarborough Advisors LLC57,635$1.21M0.3%+8.3%6.404%
11/7/2023 Scarborough Advisors LLC2,859$60K0.0%-94.6%0.318%
10/24/2023Raymond James Financial Services Advisors Inc.13,564$286K0.0%+6.6%1.507%
10/18/2023 Wagner Wealth Management LLC78,000$1.64M0.6%+9.6%8.667%
9/7/2023 Scarborough Advisors LLC53,240$1.12M0.3%+21.0%5.916%
8/9/2023 Flow Traders U.S. LLC59,118$1.24M0.1%+80.6%6.569%
7/28/2023 Wagner Wealth Management LLC71,194$1.50M0.6%+63.7%7.910%
5/17/2023 Wagner Wealth Management LLC43,479$889K0.4%+622.5%4.831%
5/12/2023Resource Planning Group53,056$1.09M0.9%-9.5%5.895%
4/14/2023Raymond James Financial Services Advisors Inc.12,572$257K0.0%N/A0.740%
3/6/2023 OLD Mission Capital LLC124,161$2.42M0.1%+40.3%7.304%
2/8/2023 UBS Group AG441,557$8.60M0.0%+1.7%25.974%
2/8/2023 Cambridge Investment Research Advisors Inc.12,712$248K0.0%-4.2%0.748%
1/31/2023Resource Planning Group58,606$1.14M0.9%-2.5%3.447%
1/10/2023 Coldstream Capital Management Inc.13,847$270K0.0%N/A0.989%
11/15/2022 Flow Traders U.S. LLC57,823$1.04M0.1%+11.2%4.130%
11/14/2022 OLD Mission Capital LLC88,474$1.59M0.1%-28.9%6.320%
11/10/2022 UBS Group AG434,379$7.82M0.0%+2,144.0%31.027%
8/13/2022 Flow Traders U.S. LLC51,983$1.04M0.1%+120.5%2.888%
8/11/2022Capital Asset Advisory Services LLC1,892$38K0.0%-62.0%0.105%
8/8/2022 Coldstream Capital Management Inc.804,400$16.13M0.7%-7.3%44.689%
8/5/2022 OLD Mission Capital LLC124,375$2.49M0.1%-1.7%6.910%
8/2/2022 Advisory Services Network LLC12,473$250K0.0%-36.6%0.693%
8/2/2022Resource Planning Group60,142$1.21M1.0%+9.7%3.341%
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5/11/2022 Coldstream Capital Management Inc.867,583$20.17M0.7%-3.5%48.199%
5/11/2022 Patriot Financial Group Insurance Agency LLC1,200$28K0.0%-45.5%0.067%
4/29/2022Capital Asset Advisory Services LLC4,975$116K0.0%-15.3%0.276%
2/4/2022Capital Asset Advisory Services LLC5,875$141K0.0%-49.8%0.346%
2/3/2022 Cambridge Investment Research Advisors Inc.13,518$325K0.0%-5.1%0.795%
2/3/2022 Advisor Group Holdings Inc.1,781$43K0.0%-37.1%0.105%
1/10/2022 Patriot Financial Group Insurance Agency LLC2,200$53K0.0%-77.8%0.129%
11/16/2021 Wellington Management Group LLP206,136$5.04M0.0%-1.1%12.126%
11/12/2021Newport Wealth Strategies Inc.34,240$838K0.5%+87.6%2.014%
11/5/2021 Advisory Services Network LLC20,825$510K0.0%+107.7%1.225%
11/2/2021 Cambridge Investment Research Advisors Inc.14,249$349K0.0%-6.1%0.838%
10/14/2021Capital Asset Advisory Services LLC11,695$286K0.0%-9.3%0.688%
10/12/2021Resource Planning Group54,818$1.34M0.8%-9.9%3.225%
9/8/2021Newport Wealth Strategies Inc.18,250$465K0.3%N/A1.074%
8/17/2021 Citadel Advisors LLC49,970$1.27M0.0%+2.4%2.939%
8/16/2021Resource Planning Group60,871$1.55M0.9%-10.4%3.581%
8/13/2021 LPL Financial LLC12,446$317K0.0%N/A0.732%
8/12/2021 Advisory Services Network LLC10,028$255K0.0%N/A0.590%
8/11/2021 Susquehanna International Group LLP18,335$467K0.0%N/A1.079%
8/10/2021 Cambridge Investment Research Advisors Inc.15,181$387K0.0%+4.4%0.893%
8/6/2021Capital Asset Advisory Services LLC12,894$328K0.0%-18.8%0.758%
8/2/2021 Advisor Group Holdings Inc.2,823$71K0.0%+61.1%0.166%
8/1/2021 Patriot Financial Group Insurance Agency LLC9,924$253K0.0%+83.0%0.584%
6/17/2021 Geneos Wealth Management Inc.7,774$191K0.0%N/A0.457%
5/18/2021 Citadel Advisors LLC48,812$1.19M0.0%N/A2.871%
5/18/2021 Jane Street Group LLC27,488$669K0.0%+75.5%1.617%
5/13/2021Capital Asset Advisory Services LLC15,889$386K0.1%-22.4%0.935%
5/13/2021Paracle Advisors LLC968,892$23.56M4.3%-1.7%56.994%
5/7/2021 Cambridge Investment Research Advisors Inc.14,547$354K0.0%+10.3%0.856%
3/26/2021 Susquehanna International Group LLP16,310$374K0.0%N/A0.959%
2/17/2021 Jane Street Group LLC15,665$359K0.0%N/A0.921%
2/11/2021Paracle Advisors LLC986,096$22.62M4.3%+6.1%58.006%
2/9/2021 Wells Fargo & Company MN21,535$494K0.0%+3.4%1.267%
2/4/2021 Cambridge Investment Research Advisors Inc.13,190$303K0.0%+11.4%0.776%
2/3/2021Resource Planning Group68,197$1.56M1.1%-12.3%4.012%
11/5/2020 Wells Fargo & Company MN20,835$411K0.0%+337.0%0.992%
(Data available from 1/1/2016 forward)

ROAM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ROAM shares?

During the previous two years, 17 institutional investors and hedge funds held shares of Hartford Multifactor Emerging Markets ETF. The most heavily invested institutionals were UBS Group AG ($8.60M), Stratos Wealth Partners LTD. ($5.86M), OLD Mission Capital LLC ($2.42M), Sanctuary Advisors LLC ($2.32M), Wagner Wealth Management LLC ($1.66M), Scarborough Advisors LLC ($1.34M), and Wellington Management Group LLP ($1.31M).Learn more on ROAM's institutional investors.

Which institutional investors have been buying Hartford Multifactor Emerging Markets ETF stock?

Of the 14 institutional investors that purchased Hartford Multifactor Emerging Markets ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Stratos Wealth Partners LTD. ($202.90K), Sanctuary Advisors LLC ($97.24K), Wagner Wealth Management LLC ($71.98K), Commonwealth Equity Services LLC ($43.39K), OLD Mission Capital LLC ($35.69K), Flow Traders U.S. LLC ($26.38K), and Dynamic Advisor Solutions LLC ($19.11K).

How much institutional buying is happening at Hartford Multifactor Emerging Markets ETF?

Institutional investors have bought a total of 561,508 shares in the last 24 months. This purchase volume represents approximately $13.21M in transactions.

Which Hartford Multifactor Emerging Markets ETF major shareholders have been selling company stock?

The following institutional investors have sold Hartford Multifactor Emerging Markets ETF stock in the last 24 months: Wellington Management Group LLP ($89.14K), Scarborough Advisors LLC ($50.38K), Flow Traders U.S. LLC ($36.59K), Resource Planning Group ($7.08K), Wagner Wealth Management LLC ($3.57K), Financial Advocates Investment Management ($1.79K), and Raymond James Financial Services Advisors Inc. ($1.46K).

How much institutional selling is happening at Hartford Multifactor Emerging Markets ETF?

Institutional investors have sold a total of 190,562 shares in the last 24 months. This volume of shares sold represents approximately $4.18M in transactions.



This page (NYSEARCA:ROAM) was last updated on 12/22/2024 by MarketBeat.com Staff
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