Hartford Total Return Bond ETF
HTRB
31 hedge funds and large institutions have $618M invested in Hartford Total Return Bond ETF in 2020 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 4 reducing their positions, and 2 closing their positions.
350% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 2
325% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 4
29% more funds holding
Funds holding: 24 → 31 (+7)
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
6% more capital invested
Capital invested by funds: $583M → $618M (+$35M)
2.68% less ownership
Funds ownership: 94.57% → 91.89% (-2.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$20.9M |
| 2 |
GSWM
Golden State Wealth Management
Santa Ana,
California
|
+$6.3M |
| 3 |
QA
Quantitative Advantage
Minnetonka,
Minnesota
|
+$5.75M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$4.58M |
| 5 |
LPL Financial
San Diego,
California
|
+$4.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HFM
Hartford Funds Management
Wayne,
Pennsylvania
|
-$41.8M |
| 2 |
IF
IRON Financial
Northbrook,
Illinois
|
-$3.59M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$372K |
| 4 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$356K |
| 5 |
F
F3Logic
Burnsville,
Minnesota
|
-$139K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Citigroup
New York
| $306K | +$300K | +7,300 | New |
|
|
KFGK
27
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
| $226K | +$222K | +5,393 | New |
|
28
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $98K | +$39.3K | +955 | +69% |
|
|
AF
29
Advisornet Financial
Minnetonka,
Minnesota
| $25K | +$24.7K | +600 | New |
|
|
HGWM
30
Harvest Group Wealth Management
Waltham,
Massachusetts
| $19K | -$1.4K | -34 | -7% |
|
|
PAG
31
Private Advisor Group
Morristown,
New Jersey
| $4K | +$3.99K | +97 | New |
|
|
32
UBS Group
Zurich,
Switzerland
| – | -$372K | -9,371 | Closed |
|
|
SPC
33
Sigma Planning Corp
Ann Arbor,
Michigan
| – | -$356K | -8,949 | Closed |
|
HTRB Hedge Fund Activity: Q2 2020 in Review
31 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Hartford Total Return Bond ETF (HTRB) for Q2 2020, worth a combined $618M — up 6% from $583M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new HTRB positions and 2 closed out — a net gain of 7 holders — while 17 added to existing stakes and 4 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $20.9M. The largest seller was Hartford Funds Management, cutting an estimated $41.8M.
- 31 institutional investors held Hartford Total Return Bond ETF (HTRB) as of Q2 2020, up from 24 in Q1 2020.
- Funds reported $618M of Hartford Total Return Bond ETF stock for Q2 2020, up 6% quarter-over-quarter.
- 9 funds opened new Hartford Total Return Bond ETF positions in Q2 2020 and 2 closed out, a net change of +7 holders.
- The largest Hartford Total Return Bond ETF buyer in Q2 2020 was Susquehanna International Group, an estimated $20.9M added.
- The largest Hartford Total Return Bond ETF seller in Q2 2020 was Hartford Funds Management, an estimated $41.8M sold.
Based on aggregated 13F filings for Q2 2020.