Who Owns QUVU?

Hartford Quality Value ETF — Institutional Ownership & 13F Holdings

$28.66

-0.11 (-0.37%)

Market Cap

$181.2M

Shares Outstanding

5,942,368

Institutional Holders

20

Total Inst. Value

$21.0M

% of Float Held

QoQ Holder Change

+5

Institutional data as of Q1 2025

New Positions

7

Closed Positions

3

Increased

3

Decreased

2

Institutional Ownership Trend

Top 10 Institutional Holders(Q1 2025)

#FundValueShares
1Matrix Trust CoNew$16.1M640,011
2THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.New$2.7M106,508
3DAVENPORT & Co LLC$670K26,613
4UBS Group AG$296K11,741
5Advisor Resource CouncilNew$261K10,360
6Bowman & Co S.C.New$229K9,106
7EverSource Wealth Advisors, LLC$226K8,962
8MORGAN STANLEY$208K8,270
9OSAIC HOLDINGS, INC.$167K6,639
10Rossby Financial, LCCNew$20K830

Biggest Buyers & Sellers This Quarter

Top Buyers

FundShares AddedValue
Matrix Trust CoNew+640K$16.1M
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.New+107K$2.7M
DAVENPORT & Co LLC+18K$670K
UBS Group AG+10K$296K
Advisor Resource CouncilNew+10K$261K

Top Sellers

FundShares RemovedValue
JONES FINANCIAL COMPANIES LLLP-41K$2K
LPL Financial LLC-8K$2K

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Frequently Asked Questions

How many institutional investors hold QUVU?

As of Q1 2025, 20 institutional investors report holding QUVU (Hartford Quality Value ETF) in their 13F filings.

Which hedge fund owns the most QUVU?

The largest institutional holder of QUVU is Matrix Trust Co with $16.1M in shares.

Are institutions buying or selling QUVU?

This quarter, 7 institutions opened new positions in QUVU and 3 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.