Hartford Core Bond ETF
HCRB
12 hedge funds and large institutions have $243M invested in Hartford Core Bond ETF in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 4 closing their positions.
0% more funds holding
Funds holding: 12 → 12 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
3.19% less ownership
Funds ownership: 96.48% → 93.29% (-3.2%)
7% less capital invested
Capital invested by funds: $260M → $243M (-$16.9M)
40% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 5
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
+$34.5M |
| 2 |
AF
Apollon Financial
Mount Pleasant,
South Carolina
|
+$1.38M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$936K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$572K |
| 5 |
TVM
True Vision MN
Woodbury,
Minnesota
|
+$285K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFG
Berger Financial Group
Plymouth,
Minnesota
|
-$42.4M |
| 2 |
HFM
Hartford Funds Management
Wayne,
Pennsylvania
|
-$6.96M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$688K |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$540K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$345K |
HCRB Hedge Fund Activity: Q1 2024 in Review
12 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Hartford Core Bond ETF (HCRB) for Q1 2024, worth a combined $243M — down 6.5% from $260M a quarter earlier.
Fund positioning in HCRB was balanced in Q1 2024: 4 funds opened new positions, 4 closed out, 3 added to existing stakes and 5 trimmed.
The largest buyer was Apollon Wealth Management, opening a new position worth an estimated $34.5M. The largest seller was Berger Financial Group, cutting an estimated $42.4M.
- 12 institutional investors held Hartford Core Bond ETF (HCRB) as of Q1 2024, unchanged from Q4 2023.
- Funds reported $243M of Hartford Core Bond ETF stock for Q1 2024, down 6.5% quarter-over-quarter.
- 4 funds opened new Hartford Core Bond ETF positions in Q1 2024 and 4 closed out, a net change of 0 holders.
- The largest Hartford Core Bond ETF buyer in Q1 2024 was Apollon Wealth Management, an estimated $34.5M added.
- The largest Hartford Core Bond ETF seller in Q1 2024 was Berger Financial Group, an estimated $42.4M sold.
Based on aggregated 13F filings for Q1 2024.