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Hartford Core Bond ETF

12 hedge funds and large institutions have $262M invested in Hartford Core Bond ETF in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 2

8% more capital invested

Capital invested by funds: $243M → $262M (+$19.3M)

1.41% more ownership

Funds ownership: 93.29%94.7% (+1.4%)

0% more funds holding

Funds holding: 1212 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

Holders
12
Holders Change
Holders Change %
0%
% of All Funds
0.17%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
4
Increased
6
Reduced
2
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HFM
1
Hartford Funds Management
Pennsylvania
$191M -$1.64M -47,712 -0.9%
AWM
2
Apollon Wealth Management
South Carolina
$37.6M +$3.31M +96,097 +10%
Jane Street
3
Jane Street
New York
$9.48M +$5.3M +153,812 +128%
LPL Financial
4
LPL Financial
California
$6.45M +$6.43M +186,719 New
RJFSA
5
Raymond James Financial Services Advisors
Florida
$3.61M +$3.6M +104,592 New
AF
6
Allworth Financial
California
$3.19M +$383K +11,112 +14%
JP Morgan Chase
7
JP Morgan Chase
New York
$2.93M +$116K +3,359 +4%
Osaic Holdings
8
Osaic Holdings
Arizona
$2.07M +$745K +21,617 +57%
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$1.85M +$1.82M +52,904 New
AF
10
Apollon Financial
South Carolina
$1.83M +$462K +13,418 +34%
BFG
11
Berger Financial Group
Minnesota
$1.03M -$79.8K -2,315 -7%
Citadel Advisors
12
Citadel Advisors
Florida
$640K +$638K +18,520 New
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
-$573K -16,434 Closed
TVM
14
True Vision MN
Minnesota
-$278K -8,179 Closed
OMC
15
Old Mission Capital
Illinois
-$277K -7,933 Closed
UBS Group
16
UBS Group
Switzerland
-$1.99K -57 Closed

HCRB Hedge Fund Activity: Q2 2024 in Review

12 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Hartford Core Bond ETF (HCRB) for Q2 2024, worth a combined $262M — up 7.9% from $243M a quarter earlier.

Fund positioning in HCRB was balanced in Q2 2024: 4 funds opened new positions, 4 closed out, 6 added to existing stakes and 2 trimmed.

The largest buyer was LPL Financial, opening a new position worth an estimated $6.43M. The largest seller was Hartford Funds Management, cutting an estimated $1.64M.

  • 12 institutional investors held Hartford Core Bond ETF (HCRB) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $262M of Hartford Core Bond ETF stock for Q2 2024, up 7.9% quarter-over-quarter.
  • 4 funds opened new Hartford Core Bond ETF positions in Q2 2024 and 4 closed out, a net change of 0 holders.
  • The largest Hartford Core Bond ETF buyer in Q2 2024 was LPL Financial, an estimated $6.43M added.
  • The largest Hartford Core Bond ETF seller in Q2 2024 was Hartford Funds Management, an estimated $1.64M sold.

Based on aggregated 13F filings for Q2 2024.