Free Trial
$100 Off Ends Tonight! MarketBeat All Access Returns to $249
  • 0Days
  • 0Hours
  • 0Minutes
  • 0Seconds
Save $100 Now
Claim MarketBeat All Access Sale Promotion

Hartford Quality Value ETF (QUVU) Institutional Ownership

$30.21 +0.13 (+0.44%)
As of 05/22/2026

Institutional Ownership Changes (13F Filings) for Hartford Quality Value ETF (BATS:QUVU)

Number of
Institutional Buyers
(last 12 months)
9
Total
Institutional Inflows
(last 12 months)
$7.83M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$22.52M
Get QUVU Insider Trade Alerts

Want to know when executives and insiders are buying or selling Hartford Quality Value ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

QUVU Institutional Buying and Selling by Quarter

Hartford Quality Value ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/14/2026 Modern Wealth Management LLC160,085$4.39M0.1%-0.5%2.327%
5/13/2026 Cetera Investment Advisers8,798$239K0.0%N/A0.128%
3/9/2026 Corient Private Wealth LLC72,692$1.99M0.0%-36.8%1.161%
2/19/2026 Corient Private Wealth LLC72,692$1.99M0.0%-36.8%1.161%
2/17/2026 Osaic Holdings Inc.6,143$168K0.0%-7.5%0.098%
2/17/2026 Royal Bank of Canada1,280$35K0.0%-28.6%0.020%
2/11/2026 LPL Financial LLC54,459$1.49M0.0%-10.8%0.870%
2/10/2026 Natixis Advisors LLC10,950$300K0.0%N/A0.175%
1/23/2026Bowman & Co S.C.8,525$234K0.1%-6.0%0.136%
1/20/2026 Thurston Springer Miller Herd & Titak Inc.5,142$141K0.0%-70.0%0.082%
1/13/2026 Matrix Trust Co10,922$299K0.0%-98.0%0.174%
1/12/2026 DAVENPORT & Co LLC46,178$1.27M0.0%-1.4%0.735%
11/17/2025 Susquehanna International Group LLP13,825$367K0.0%+7.6%0.202%
11/14/2025 Raymond James Financial Inc.26,427$702K0.0%+30.1%0.385%
11/13/2025 Modern Wealth Management LLC156,868$4.17M0.1%+5.5%2.287%
11/4/2025 Ashton Thomas Private Wealth LLC14,995$398K0.0%N/A0.219%
11/4/2025 Jones Financial Companies Lllp162,859$4.29M0.0%+60.9%2.374%
10/15/2025 CWM LLC1,594$42K0.0%+339.1%0.023%
10/15/2025 DAVENPORT & Co LLC46,822$1.24M0.0%+73.9%0.686%
10/14/2025 Matrix Trust Co557,329$14.80M2.3%-1.4%8.160%
10/7/2025 Thurston Springer Miller Herd & Titak Inc.17,119$455K0.9%-76.5%0.251%
8/15/2025 Modern Wealth Management LLC148,630$3.81M0.1%N/A1.992%
8/14/2025 Raymond James Financial Inc.20,314$521K0.0%N/A0.272%
7/14/2025 Matrix Trust Co565,459$14.51M2.3%-11.6%8.219%
7/7/2025 Thurston Springer Miller Herd & Titak Inc.72,997$1.87M0.2%-31.5%1.061%
5/7/2025LPL Financial LLC80,785$2.04M0.0%-9.5%1.178%
4/28/2025DAVENPORT & Co LLC26,613$670K0.0%+206.0%0.387%
4/22/2025Advisor Resource Council10,360$261K0.0%N/A0.151%
4/10/2025Thurston Springer Miller Herd & Titak Inc.106,508$2.68M0.5%+41.1%1.548%
4/10/2025Matrix Trust Co640,011$16.12M2.7%+1.3%9.302%
4/8/2025Bowman & Co S.C.9,106$229K0.1%-34.1%0.129%
2/11/2025LPL Financial LLC89,259$2.18M0.0%-14.2%1.257%
2/6/2025Jones Financial Companies Lllp40,713$993K0.0%+222.0%0.573%
1/15/2025Bowman & Co S.C.13,808$337K0.2%-16.9%0.194%
1/14/2025Thurston Springer Miller Herd & Titak Inc.75,484$1.84M0.4%+14.7%1.063%
1/13/2025Matrix Trust Co631,555$15.41M2.7%+3.9%8.895%
12/26/2024JPMorgan Chase & Co.111,392$2.91M0.0%N/A1.569%
11/15/2024Jane Street Group LLC9,812$257K0.0%-29.2%0.138%
10/11/2024Thurston Springer Miller Herd & Titak Inc.65,824$1.72M0.5%+3.0%0.927%
10/9/2024Matrix Trust Co607,913$15.89M3.0%+2.1%8.562%
Nobody Understands Why Trump Is Invading Iran (here’s the answer) (Ad)

Most investors are reacting to the Iran strikes without understanding the underlying motive driving the decision. Addison Wiggin, Founder of Grey Swan Investment Fraternity, says there is a hidden reason behind the bombing - and knowing it could change how you position your money right now.tc pixel

Discover the real reason behind the Iran strikes before markets react
7/24/2024Bowman & Co S.C.17,089$418K0.2%-25.4%0.241%
7/10/2024Matrix Trust Co595,623$14.57M3.3%-3.5%8.389%
7/5/2024Thurston Springer Miller Herd & Titak Inc.63,900$1.56M0.5%N/A0.900%
4/18/2024Farmers & Merchants Investments Inc.11,223$275K0.0%N/A0.000%
4/15/2024Bowman & Co S.C.22,901$562K0.3%-42.4%0.000%
4/9/2024Mather Group LLC.2,149$50K0.0%N/A0.000%
2/9/2024EverSource Wealth Advisors LLC8,962$207K0.0%N/A0.000%
2/5/2024Matrix Trust Co567,588$13.10M3.1%N/A0.000%
1/25/2024International Assets Investment Management LLC32,370$747K0.0%N/A0.000%
1/25/2024Busey Bank8,689$201K0.0%N/A0.000%
1/24/2024International Assets Investment Management LLC32,370$747K0.0%N/A0.000%
1/18/2024Global Retirement Partners LLC1,976$45K0.0%N/A0.000%
1/12/2024Advisor Resource Council10,360$239K0.0%N/A0.000%
1/10/2024Bowman & Co S.C.39,733$917K0.6%N/A0.000%


QUVU Institutional Ownership - Frequently Asked Questions

During the previous two years, 19 institutional investors and hedge funds held shares of Hartford Quality Value ETF. The most heavily invested institutionals were Modern Wealth Management LLC ($4.39M), Jones Financial Companies Lllp ($4.29M), JPMorgan Chase & Co. ($2.91M), Corient Private Wealth LLC ($1.99M), LPL Financial LLC ($1.49M), DAVENPORT & Co LLC ($1.27M), and Raymond James Financial Inc. ($702K).Learn more on Hartford Quality Value ETF's institutional investors.

Of the 13 institutional investors that purchased Hartford Quality Value ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Modern Wealth Management LLC ($156.87K), JPMorgan Chase & Co. ($111.39K), Thurston Springer Miller Herd & Titak Inc. ($106.51K), Jones Financial Companies Lllp ($89.73K), Matrix Trust Co ($44.39K), DAVENPORT & Co LLC ($37.81K), and Raymond James Financial Inc. ($26.43K).

Institutional investors have bought a total of 301,804 shares in the last 24 months. This purchase volume represents approximately $7.83M in transactions.

Of the 9 institutional investors that sold Hartford Quality Value ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Matrix Trust Co ($629.09K), Thurston Springer Miller Herd & Titak Inc. ($101.37K), Corient Private Wealth LLC ($84.83K), LPL Financial LLC ($6.60K), Modern Wealth Management LLC ($753.00), DAVENPORT & Co LLC ($644.00), and Bowman & Co S.C. ($547.00).

Institutional investors have sold a total of 824,842 shares in the last 24 months. This volume of shares sold represents approximately $22.52M in transactions.



This page (BATS:QUVU) was last updated on 5/25/2026 by MarketBeat.com Staff.
From Our Partners