Hartford Core Bond ETF
HCRB
12 hedge funds and large institutions have $260M invested in Hartford Core Bond ETF in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and closing their positions.
33% more funds holding
Funds holding: 9 → 12 (+3)
25% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 4
8% more capital invested
Capital invested by funds: $241M → $260M (+$18.9M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.86% less ownership
Funds ownership: 97.34% → 96.48% (-0.86%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HFM
Hartford Funds Management
Wayne,
Pennsylvania
|
+$3.98M |
| 2 |
Jane Street
New York
|
+$1.2M |
| 3 |
AF
Allworth Financial
Folsom,
California
|
+$867K |
| 4 |
JP Morgan Chase
New York
|
+$867K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$330K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$2.2M |
| 2 |
BFG
Berger Financial Group
Plymouth,
Minnesota
|
-$887K |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$173K |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$23.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HFM
1
Hartford Funds Management
Wayne,
Pennsylvania
| $203M | +$3.98M | +118,141 | +2% |
|
|
BFG
2
Berger Financial Group
Plymouth,
Minnesota
| $44M | -$887K | -26,344 | -2% |
|
|
3
Jane Street
New York
| $4.42M | +$1.2M | +35,728 | +40% |
|
|
AF
4
Allworth Financial
Folsom,
California
| $2.67M | +$867K | +25,752 | +51% |
|
|
5
JP Morgan Chase
New York
| $2.67M | +$867K | +25,734 | +51% |
|
|
6
Citadel Advisors
Miami,
Florida
| $688K | -$2.2M | -65,269 | -77% |
|
|
7
Bank of Montreal
Toronto,
Ontario, Canada
| $540K | -$173K | -5,145 | -25% |
|
8
Osaic Holdings
Scottsdale,
Arizona
| $397K | +$64.6K | +1,917 | +20% |
|
|
9
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $345K | +$330K | +9,806 | New |
|
|
OMC
10
Old Mission Capital
Chicago,
Illinois
| $312K | +$299K | +8,881 | New |
|
|
CAN
11
Cetera Advisor Networks
El Segundo,
California
| $201K | -$23.7K | -704 | -11% |
|
12
UBS Group
Zurich,
Switzerland
| $13.3K | +$12.7K | +378 | New |
|
HCRB Hedge Fund Activity: Q4 2023 in Review
12 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Hartford Core Bond ETF (HCRB) for Q4 2023, worth a combined $260M — up 7.8% from $241M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new HCRB positions and 0 closed out — a net gain of 3 holders — while 5 added to existing stakes and 4 trimmed.
The largest buyer was Hartford Funds Management, adding an estimated $3.98M. The largest seller was Citadel Advisors, cutting an estimated $2.2M.
- 12 institutional investors held Hartford Core Bond ETF (HCRB) as of Q4 2023, up from 9 in Q3 2023.
- Funds reported $260M of Hartford Core Bond ETF stock for Q4 2023, up 7.8% quarter-over-quarter.
- 3 funds opened new Hartford Core Bond ETF positions in Q4 2023 and 0 closed out, a net change of +3 holders.
- The largest Hartford Core Bond ETF buyer in Q4 2023 was Hartford Funds Management, an estimated $3.98M added.
- The largest Hartford Core Bond ETF seller in Q4 2023 was Citadel Advisors, an estimated $2.2M sold.
Based on aggregated 13F filings for Q4 2023.