Hartford Total Return Bond ETF
HTRB
24 hedge funds and large institutions have $583M invested in Hartford Total Return Bond ETF in 2020 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 4 reducing their positions, and 4 closing their positions.
175% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 4
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
9% more funds holding
Funds holding: 22 → 24 (+2)
4.95% less ownership
Funds ownership: 99.51% → 94.57% (-4.9%)
7% less capital invested
Capital invested by funds: $624M → $583M (-$41.3M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
+$11.7M |
| 2 |
APA
American Portfolios Advisors
Holbrook,
New York
|
+$7.81M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$7.79M |
| 4 |
LFA
Legacy Financial Advisors
Covington,
Kentucky
|
+$7.13M |
| 5 |
LPL Financial
San Diego,
California
|
+$4.96M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HFM
Hartford Funds Management
Wayne,
Pennsylvania
|
-$62.9M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$827K |
| 3 |
F
F3Logic
Burnsville,
Minnesota
|
-$508K |
| 4 |
Jane Street
New York
|
-$284K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$222K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Jane Street
New York
| – | -$284K | -7,059 | Closed |
|
|
27
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$222K | -5,518 | Closed |
|
|
AF
28
Advisornet Financial
Minnetonka,
Minnesota
| – | -$24K | -600 | Closed |
|
HTRB Hedge Fund Activity: Q1 2020 in Review
24 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Hartford Total Return Bond ETF (HTRB) for Q1 2020, worth a combined $583M — down 6.6% from $624M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new HTRB positions and 4 closed out — a net gain of 4 holders — while 11 added to existing stakes and 4 trimmed.
The largest buyer was Mariner Independent Advisor Network, opening a new position worth an estimated $11.7M. The largest seller was Hartford Funds Management, cutting an estimated $62.9M.
- 24 institutional investors held Hartford Total Return Bond ETF (HTRB) as of Q1 2020, up from 22 in Q4 2019.
- Funds reported $583M of Hartford Total Return Bond ETF stock for Q1 2020, down 6.6% quarter-over-quarter.
- 8 funds opened new Hartford Total Return Bond ETF positions in Q1 2020 and 4 closed out, a net change of +4 holders.
- The largest Hartford Total Return Bond ETF buyer in Q1 2020 was Mariner Independent Advisor Network, an estimated $11.7M added.
- The largest Hartford Total Return Bond ETF seller in Q1 2020 was Hartford Funds Management, an estimated $62.9M sold.
Based on aggregated 13F filings for Q1 2020.