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Hartford Core Bond ETF

17 hedge funds and large institutions have $263M invested in Hartford Core Bond ETF in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 3

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

6% more funds holding

Funds holding: 1617 (+1)

2% more capital invested

Capital invested by funds: $258M → $263M (+$4.92M)

0.62% more ownership

Funds ownership: 92.31%92.92% (+0.62%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
17
Holders Change
+1
Holders Change %
+6.25%
% of All Funds
0.22%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
9
Reduced
3
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HFM
1
Hartford Funds Management
Pennsylvania
$188M +$9.78M +278,083 +5%
AWM
2
Apollon Wealth Management
South Carolina
$40.4M +$1.88M +53,412 +5%
LPL Financial
3
LPL Financial
California
$8.35M +$309K +8,778 +4%
AF
4
Allworth Financial
California
$7.23M +$4.35M +123,839 +145%
Raymond James Financial
5
Raymond James Financial
Florida
$3.76M +$3.83M +109,080 New
JP Morgan Chase
6
JP Morgan Chase
New York
$3.47M +$788K +22,416 +29%
Osaic Holdings
7
Osaic Holdings
Arizona
$3.03M +$808K +22,978 +35%
AF
8
Apollon Financial
South Carolina
$2.3M +$374K +10,638 +19%
AG
9
AmeriFlex Group
Nevada
$962K +$979K +27,854 New
FTUS
10
Flow Traders U.S.
New York
$941K +$533K +15,160 +125%
Jane Street
11
Jane Street
New York
$895K +$912K +25,936 New
Citadel Advisors
12
Citadel Advisors
Florida
$880K -$2.28M -64,994 -72%
BFG
13
Berger Financial Group
Minnesota
$839K -$129K -3,666 -13%
DC
14
Davenport & Co
Virginia
$790K -$450K -12,790 -36%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$414K +$422K +12,012 New
Jones Financial Companies
16
Jones Financial Companies
Missouri
$363K +$172K +4,907 +87%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$319K +$325K +9,239 New
IWM
18
IHT Wealth Management
Illinois
-$1.64M -45,441 Closed
UBS Group
19
UBS Group
Switzerland
-$1.73K -48 Closed
Morgan Stanley
20
Morgan Stanley
New York
-$62 -1 Closed

HCRB Hedge Fund Activity: Q4 2024 in Review

17 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Hartford Core Bond ETF (HCRB) for Q4 2024, worth a combined $263M — up 1.9% from $258M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new HCRB positions and 3 closed out — a net gain of 2 holders — while 9 added to existing stakes and 3 trimmed.

The largest buyer was Hartford Funds Management, adding an estimated $9.78M. The largest seller was Citadel Advisors, cutting an estimated $2.28M.

  • 17 institutional investors held Hartford Core Bond ETF (HCRB) as of Q4 2024, up from 16 in Q3 2024.
  • Funds reported $263M of Hartford Core Bond ETF stock for Q4 2024, up 1.9% quarter-over-quarter.
  • 5 funds opened new Hartford Core Bond ETF positions in Q4 2024 and 3 closed out, a net change of +2 holders.
  • The largest Hartford Core Bond ETF buyer in Q4 2024 was Hartford Funds Management, an estimated $9.78M added.
  • The largest Hartford Core Bond ETF seller in Q4 2024 was Citadel Advisors, an estimated $2.28M sold.

Based on aggregated 13F filings for Q4 2024.