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Hartford Total Return Bond ETF

116 hedge funds and large institutions have $1.55B invested in Hartford Total Return Bond ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 54 increasing their positions, 38 reducing their positions, and 6 closing their positions.

Holders
116
Holders Change
+4
Holders Change %
+3.57%
% of All Funds
1.56%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.15%
New
13
Increased
54
Reduced
38
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HFM
1
Hartford Funds Management
Pennsylvania
$469M 13,845,655 +203,270 +1%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$72.6M 2,144,802 +1,155,083 +117%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$61.2M 1,815,048 -40,254 -2%
HWM
4
HB Wealth Management
Georgia
$60.5M 1,786,415 -165,541 -8%
Bank of America
5
Bank of America
North Carolina
$60.1M 1,774,144 +85,463 +5%
HighTower Advisors
6
HighTower Advisors
Illinois
$57M 1,681,781 -3,342 -0.2%
UBS Group
7
UBS Group
Switzerland
$50M 1,474,973 +28,140 +2%
Raymond James Financial
8
Raymond James Financial
Florida
$48.6M 1,434,644 -16,995 -1%
LPL Financial
9
LPL Financial
California
$40.8M 1,205,043 -33,043 -3%
MCIA
10
Mountain Capital Investment Advisors
Colorado
$37.4M 1,103,642 +119,563 +12%
Thrivent Financial for Lutherans
11
Thrivent Financial for Lutherans
Minnesota
$34.9M 1,030,846 +1,030,846 New
CAAM
12
Cornerstone Advisors Asset Management
Pennsylvania
$33.1M 976,942 +91,182 +10%
HFS
13
Howard Financial Services
Texas
$30M 885,861 +17,436 +2%
PCM
14
Park Capital Management
Wisconsin
$29.8M 879,096 +18,954 +2%
BFG
15
Berger Financial Group
Minnesota
$28.3M 834,880 +46,604 +6%
FFA
16
Fragasso Financial Advisors
Pennsylvania
$25M 738,126 -142,213 -16%
SWM
17
Spire Wealth Management
Virginia
$22.6M 672,078 -98,111 -13%
WWA
18
WCG Wealth Advisors
Nevada
$20.8M 614,209 -200,838 -25%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$20.2M 594,956 -62,367 -9%
Jones Financial Companies
20
Jones Financial Companies
Missouri
$19.7M 584,116 +95,507 +20%
CFP
21
Catalyst Financial Partners
Massachusetts
$19.1M 563,908 +45,173 +9%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$17.7M 523,182 -2,801 -0.5%
ACM
23
Advance Capital Management
Michigan
$16.5M 487,095 +40,715 +9%
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
$16.1M 476,690 +249,380 +110%
B
25
Bensler
Washington
$15.7M 463,109 -60,185 -12%