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Hartford Core Bond ETF

16 hedge funds and large institutions have $258M invested in Hartford Core Bond ETF in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

50% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 4

33% more funds holding

Funds holding: 1216 (+4)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $262M → $258M (-$3.88M)

2.4% less ownership

Funds ownership: 94.7%92.31% (-2.4%)

Holders
16
Holders Change
+4
Holders Change %
+33.33%
% of All Funds
0.23%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
6
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HFM
1
Hartford Funds Management
Pennsylvania
$186M -$12.9M -363,850 -7%
AWM
2
Apollon Wealth Management
South Carolina
$40.3M +$1.1M +30,833 +3%
LPL Financial
3
LPL Financial
California
$8.41M +$1.66M +46,614 +25%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$4.74M +$951K +26,734 +26%
Citadel Advisors
5
Citadel Advisors
Florida
$3.26M +$2.56M +71,987 +389%
AF
6
Allworth Financial
California
$3.08M -$209K -5,877 -6%
JP Morgan Chase
7
JP Morgan Chase
New York
$2.82M -$234K -6,581 -8%
Osaic Holdings
8
Osaic Holdings
Arizona
$2.34M +$181K +5,083 +8%
AF
9
Apollon Financial
South Carolina
$2.02M +$102K +2,866 +5%
IWM
10
IHT Wealth Management
Illinois
$1.64M +$1.62M +45,441 New
DC
11
Davenport & Co
Virginia
$1.29M +$1.27M +35,702 New
BFG
12
Berger Financial Group
Minnesota
$1.01M -$63.3K -1,778 -6%
FTUS
13
Flow Traders U.S.
New York
$437K +$431K +12,125 New
Jones Financial Companies
14
Jones Financial Companies
Missouri
$203K +$200K +5,609 New
UBS Group
15
UBS Group
Switzerland
$1.73K +$1.71K +48 New
Morgan Stanley
16
Morgan Stanley
New York
$62 +$36 +1 New
Jane Street
17
Jane Street
New York
-$9.48M -274,431 Closed
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
-$1.85M -52,904 Closed

HCRB Hedge Fund Activity: Q3 2024 in Review

16 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Hartford Core Bond ETF (HCRB) for Q3 2024, worth a combined $258M — down 1.5% from $262M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new HCRB positions and 2 closed out — a net gain of 4 holders — while 6 added to existing stakes and 4 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $2.56M. The largest seller was Hartford Funds Management, cutting an estimated $12.9M.

  • 16 institutional investors held Hartford Core Bond ETF (HCRB) as of Q3 2024, up from 12 in Q2 2024.
  • Funds reported $258M of Hartford Core Bond ETF stock for Q3 2024, down 1.5% quarter-over-quarter.
  • 6 funds opened new Hartford Core Bond ETF positions in Q3 2024 and 2 closed out, a net change of +4 holders.
  • The largest Hartford Core Bond ETF buyer in Q3 2024 was Citadel Advisors, an estimated $2.56M added.
  • The largest Hartford Core Bond ETF seller in Q3 2024 was Hartford Funds Management, an estimated $12.9M sold.

Based on aggregated 13F filings for Q3 2024.