Hartford Multifactor Emerging Markets ETF (ROAM) Institutional Ownership

$24.34
+0.23 (+0.95%)
(As of 04:27 PM ET)

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

Number of
Institutional Buyers
(last 12 months)
6
Total
Institutional Inflows
(last 12 months)
$2.85M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$3.05M
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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
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%
1/16/2024 Raymond 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%
12/1/2023Wellington 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%
10/24/2023 Raymond 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%
8/9/2023Flow 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%
4/14/2023 Raymond James Financial Services Advisors Inc.12,572$257K0.0%N/A0.740%
3/6/2023OLD 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%
1/10/2023Coldstream Capital Management Inc.13,847$270K0.0%N/A0.989%
11/15/2022Flow Traders U.S. LLC57,823$1.04M0.1%+11.2%4.130%
11/14/2022OLD 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%
8/13/2022Flow Traders U.S. LLC51,983$1.04M0.1%+120.5%2.888%
8/11/2022 Capital Asset Advisory Services LLC1,892$38K0.0%-62.0%0.105%
8/8/2022Coldstream Capital Management Inc.804,400$16.13M0.7%-7.3%44.689%
8/5/2022OLD 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%
5/11/2022Coldstream 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%
4/29/2022 Capital Asset Advisory Services LLC4,975$116K0.0%-15.3%0.276%
2/4/2022 Capital 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%
11/16/2021Wellington 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%
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11/2/2021 Cambridge Investment Research Advisors Inc.14,249$349K0.0%-6.1%0.838%
10/14/2021 Capital 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%
8/17/2021Citadel 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%
8/11/2021Susquehanna 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%
8/6/2021 Capital 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%
5/18/2021Citadel Advisors LLC48,812$1.19M0.0%N/A2.871%
5/18/2021Jane Street Group LLC27,488$669K0.0%+75.5%1.617%
5/13/2021 Capital 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%
3/26/2021Susquehanna International Group LLP16,310$374K0.0%N/A0.959%
2/17/2021Jane 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%
10/29/2020 Cambridge Investment Research Advisors Inc.11,839$234K0.0%N/A0.564%
9/28/2020Resource Planning Group81,811$1.56M1.2%+433.4%3.719%
8/28/2020Lumbard & Kellner LLC189,118$3.60M2.1%-3.1%8.596%
8/17/2020Jane Street Group LLC16,016$305K0.0%-56.1%0.728%
8/14/2020Bank of America Corp DE463,476$8.82M0.0%+186.6%21.067%
8/14/2020 Capital Asset Advisory Services LLC20,233$414K0.1%+12.5%0.920%
8/14/2020 Advisor Group Holdings Inc.1,704$33K0.0%-60.7%0.077%
8/10/2020Paracle Advisors LLC892,546$16.99M4.0%+16.0%40.570%
7/31/2020 UBS Group AG13,300$253K0.0%-82.0%0.578%
6/16/2020Royal Bank of Canada18,414$305K0.0%-32.3%0.737%
5/18/2020 Capital Asset Advisory Services LLC17,985$322K0.1%+26.5%0.719%
5/18/2020 Advisor Group Holdings Inc.4,331$72K0.0%N/A0.173%
5/16/2020Lumbard & Kellner LLC195,127$3.23M2.2%-2.9%7.805%
5/15/2020Jane Street Group LLC36,499$604K0.0%+4.4%1.460%
5/14/2020 Wells Fargo & Company MN9,130$151K0.0%-65.5%0.365%
5/14/2020Wellington Management Group LLP156,493$2.59M0.0%+37.2%6.804%
5/5/2020 D.A. Davidson & CO.24,850$411K0.0%+2.5%1.080%
5/1/2020 UBS Group AG74,021$1.23M0.0%-39.6%3.218%
(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, 14 institutional investors and hedge funds held shares of Hartford Multifactor Emerging Markets ETF. The most heavily invested institutionals were UBS Group AG ($8.60M), OLD Mission Capital LLC ($2.42M), Wagner Wealth Management LLC ($1.66M), Scarborough Advisors LLC ($1.34M), Wellington Management Group LLP ($1.31M), Flow Traders U.S. LLC ($1.24M), and Resource Planning Group ($1.09M).Learn more on ROAM's institutional investors.

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

Of the 10 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: UBS Group AG ($422.20K), Wagner Wealth Management LLC ($71.98K), Flow Traders U.S. LLC ($60.63K), OLD Mission Capital LLC ($35.69K), Scarborough Advisors LLC ($16.02K), Coldstream Capital Management Inc. ($13.85K), and Raymond James Financial Services Advisors Inc. ($13.41K).

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

Institutional investors have bought a total of 659,075 shares in the last 24 months. This purchase volume represents approximately $12.47M in transactions.

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

Of the 10 institutional investors that sold Hartford Multifactor Emerging Markets ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wellington Management Group LLP ($89.14K), Coldstream Capital Management Inc. ($63.18K), Scarborough Advisors LLC ($50.38K), OLD Mission Capital LLC ($38.05K), Advisory Services Network LLC ($7.20K), Resource Planning Group ($7.08K), and Wagner Wealth Management LLC ($3.57K).

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

Institutional investors have sold a total of 263,705 shares in the last 24 months. This volume of shares sold represents approximately $5.37M in transactions.


This page (NYSEARCA:ROAM) was last updated on 5/15/2024 by MarketBeat.com Staff

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