Hartford Core Bond ETF
HCRB
5 hedge funds and large institutions have $238M invested in Hartford Core Bond ETF in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 2 closing their positions.
2% more capital invested
Capital invested by funds: $234M → $238M (+$3.6M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
2.88% less ownership
Funds ownership: 99% → 96.13% (-2.9%)
17% less funds holding
Funds holding: 6 → 5 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFG
Berger Financial Group
Plymouth,
Minnesota
|
+$3.85M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$215K |
| 3 |
AF
Allworth Financial
Folsom,
California
|
+$3.06K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$3.84M |
| 2 |
HFM
Hartford Funds Management
Wayne,
Pennsylvania
|
-$3.31M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$320K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$205K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HFM
1
Hartford Funds Management
Wayne,
Pennsylvania
| $191M | -$3.31M | -94,945 | -2% |
|
|
BFG
2
Berger Financial Group
Plymouth,
Minnesota
| $44.8M | +$3.85M | +110,601 | +9% |
|
|
3
Jane Street
New York
| $1.47M | -$3.84M | -110,176 | -73% |
|
|
4
Osaic Holdings
Scottsdale,
Arizona
| $307K | +$215K | +6,183 | +242% |
|
|
AF
5
Allworth Financial
Folsom,
California
| $3.09K | +$3.06K | +88 | New |
|
|
6
Citadel Advisors
Miami,
Florida
| – | -$320K | -9,399 | Closed |
|
|
7
UBS Group
Zurich,
Switzerland
| – | -$205K | -6,035 | Closed |
|
HCRB Hedge Fund Activity: Q1 2023 in Review
5 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Hartford Core Bond ETF (HCRB) for Q1 2023, worth a combined $238M — up 1.5% from $234M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of HCRB and 1 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 2 added.
The largest buyer was Berger Financial Group, adding an estimated $3.85M. The largest seller was Jane Street, cutting an estimated $3.84M.
- 5 institutional investors held Hartford Core Bond ETF (HCRB) as of Q1 2023, down from 6 in Q4 2022.
- Funds reported $238M of Hartford Core Bond ETF stock for Q1 2023, up 1.5% quarter-over-quarter.
- 1 fund opened new Hartford Core Bond ETF positions in Q1 2023 and 2 closed out, a net change of -1 holder.
- The largest Hartford Core Bond ETF buyer in Q1 2023 was Berger Financial Group, an estimated $3.85M added.
- The largest Hartford Core Bond ETF seller in Q1 2023 was Jane Street, an estimated $3.84M sold.
Based on aggregated 13F filings for Q1 2023.