Hartford Alpha Cap Val ETFACVUETF
13F holders, Q1 2024 (March 31)18holders
$24.53avg. 13F price*
At the end of Q1 2024, 18 institutions reported holding Hartford Alpha Cap Val ETF (ACVU) in their 13F filings. The largest holders were Matrix Trust Co ($15.2M), LPL Financial LLC ($3.5M) and Bowman & Co S.C. ($562K).
- Company
- Hartford Alpha Cap Val ETF
- CUSIP
- 41653L859
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $325K |
| Exits | 2 | $1.4M |
Ownership 18 holders
| Matrix Trust Co | 3.43% | Add +8.8% | 617,311 | $15.2M |
| LPL Financial LLC | 0.00% | Reduce -5.7% | 143,125 | $3.5M |
| Bowman & Co S.C. | 0.34% | Reduce -42.4% | 22,901 | $562K |
| Susquehanna International Group, LLP | 0.00% | Add +56.3% | 19,440 | $477K |
| Morgan Stanley | 0.00% | Add +11.4% | 14,064 | $345K |
| Farmers & Merchants Investments Inc. | 0.01% | New | 11,223 | $275K |
| Osaic Holdings, Inc. | 0.00% | No change | 9,319 | $229K |
| EverSource Wealth Advisors, LLC | 0.02% | No change | 8,962 | $213K |
| Busey Bank | 0.01% | No change | 8,689 | $213K |
| Mather Group, Llc. | 0.00% | New | 2,149 | $50K |
| Global Retirement Partners, LLC | 0.00% | No change | 1,976 | $49K |
| Royal Bank of Canada | 0.00% | No change | 709 | $17K |
| Principal Securities, Inc. | 0.00% | No change | 609 | $15K |
| UBS Group AG | 0.00% | Reduce -88.0% | 527 | $13K |
| Wells Fargo & Company | 0.00% | No change | 491 | $12K |
| Cwm, LLC | 0.00% | No change | 363 | $9K |
| FMR LLC | 0.00% | Reduce -10.3% | 218 | $5K |
| Tsfg, LLC | 0.00% | No change | 172 | $4K |
"% of holder's portfolio" is ACVU's weight in each manager's 13F, not the share of Hartford Alpha Cap Val ETF the manager owns.