Who Owns HDUS?
Hartford Disciplined US Equity ETF — Institutional Ownership & 13F Holdings
$69.03
+0.54 (+0.79%)
Market Cap
$164.6M
Shares Outstanding
2,367,314
Institutional Holders
36
Total Inst. Value
$76.8M
% of Float Held
—
QoQ Holder Change
+18
Institutional data as of Q1 2025
New Positions
8
Closed Positions
4
Increased
8
Decreased
10
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | RiverFront Investment Group, LLC | $39.2M | 723,699 |
| 2 | RAYMOND JAMES FINANCIAL INC | $15.1M | 278,882 |
| 3 | ROYAL BANK OF CANADA | $8.7M | 160,908 |
| 4 | Janney Montgomery Scott LLCNew | $4.7M | 86,159 |
| 5 | STIFEL FINANCIAL CORP | $1.8M | 32,818 |
| 6 | TRUIST FINANCIAL CORP | $992K | 18,316 |
| 7 | JONES FINANCIAL COMPANIES LLLP | $927K | 22,944 |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $796K | 14,706 |
| 9 | JPMORGAN CHASE & CO | $724K | 13,393 |
| 10 | Koshinski Asset Management, Inc. | $576K | 10,647 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| RiverFront Investment Group, LLC | +61K | $39.2M |
| Janney Montgomery Scott LLCNew | +86K | $4.7M |
| STIFEL FINANCIAL CORP | +284 | $1.8M |
| JONES FINANCIAL COMPANIES LLLP | +22K | $927K |
| JPMORGAN CHASE & CO | +2K | $724K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -9K | $796K |
| RAYMOND JAMES FINANCIAL INC | -5K | $15.1M |
| ENVESTNET ASSET MANAGEMENT INC | -1K | $38K |
| ROYAL BANK OF CANADA | -917 | $8.7M |
| WEDBUSH SECURITIES INC | -532 | $320 |
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Frequently Asked Questions
How many institutional investors hold HDUS?
As of Q1 2025, 36 institutional investors report holding HDUS (Hartford Disciplined US Equity ETF) in their 13F filings.
Which hedge fund owns the most HDUS?
The largest institutional holder of HDUS is RiverFront Investment Group, LLC with $39.2M in shares.
Are institutions buying or selling HDUS?
This quarter, 8 institutions opened new positions in HDUS and 4 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.