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Hartford Core Bond ETF

18 hedge funds and large institutions have $279M invested in Hartford Core Bond ETF in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

33% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 6

6% more capital invested

Capital invested by funds: $263M → $279M (+$15.9M)

6% more funds holding

Funds holding: 1718 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3.24% less ownership

Funds ownership: 92.92%89.68% (-3.2%)

Holders
18
Holders Change
+1
Holders Change %
+5.88%
% of All Funds
0.24%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
4
Increased
8
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HFM
1
Hartford Funds Management
Pennsylvania
$185M -$5.91M -169,849 -3%
AWM
2
Apollon Wealth Management
South Carolina
$56.9M +$15.5M +446,797 +38%
LPL Financial
3
LPL Financial
California
$12M +$3.48M +99,869 +41%
AF
4
Allworth Financial
California
$7.34M +$34.8K +1,001 +0.5%
JP Morgan Chase
5
JP Morgan Chase
New York
$4.19M +$654K +18,800 +19%
Osaic Holdings
6
Osaic Holdings
Arizona
$3.45M +$356K +10,223 +12%
Jane Street
7
Jane Street
New York
$2.51M +$1.59M +45,633 +176%
AF
8
Apollon Financial
South Carolina
$2.33M -$6.37K -183 -0.3%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$1.52M +$1.09M +31,262 +260%
Citadel Advisors
10
Citadel Advisors
Florida
$800K -$95.1K -2,732 -11%
Jones Financial Companies
11
Jones Financial Companies
Missouri
$637K +$266K +7,649 +73%
BFG
12
Berger Financial Group
Minnesota
$523K -$328K -9,421 -39%
DC
13
Davenport & Co
Virginia
$443K -$358K -10,297 -45%
ML
14
McAdam LLC
Pennsylvania
$406K +$402K +11,549 New
Focus Partners Wealth
15
Focus Partners Wealth
Massachusetts
$349K +$346K +9,947 New
Wells Fargo
16
Wells Fargo
California
$13.1K +$13K +374 New
AG
17
AmeriFlex Group
Nevada
$228 -$969K -27,848 -100%
Morgan Stanley
18
Morgan Stanley
New York
$58 +$35 +1 New
Raymond James Financial
19
Raymond James Financial
Florida
-$3.76M -109,080 Closed
FTUS
20
Flow Traders U.S.
New York
-$941K -27,285 Closed
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
-$319K -9,239 Closed

HCRB Hedge Fund Activity: Q1 2025 in Review

18 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Hartford Core Bond ETF (HCRB) for Q1 2025, worth a combined $279M — up 6.1% from $263M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new HCRB positions and 3 closed out — a net gain of 1 holder — while 8 added to existing stakes and 6 trimmed.

The largest buyer was Apollon Wealth Management, adding an estimated $15.5M. The largest seller was Hartford Funds Management, cutting an estimated $5.91M.

  • 18 institutional investors held Hartford Core Bond ETF (HCRB) as of Q1 2025, up from 17 in Q4 2024.
  • Funds reported $279M of Hartford Core Bond ETF stock for Q1 2025, up 6.1% quarter-over-quarter.
  • 4 funds opened new Hartford Core Bond ETF positions in Q1 2025 and 3 closed out, a net change of +1 holder.
  • The largest Hartford Core Bond ETF buyer in Q1 2025 was Apollon Wealth Management, an estimated $15.5M added.
  • The largest Hartford Core Bond ETF seller in Q1 2025 was Hartford Funds Management, an estimated $5.91M sold.

Based on aggregated 13F filings for Q1 2025.