Hartford Total Return Bond ETF
HTRB
34 hedge funds and large institutions have $612M invested in Hartford Total Return Bond ETF in 2020 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 7 reducing their positions, and 3 closing their positions.
171% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 7
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
10% more funds holding
Funds holding: 31 → 34 (+3)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
1% less capital invested
Capital invested by funds: $618M → $612M (-$5.54M)
3.53% less ownership
Funds ownership: 91.89% → 88.36% (-3.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HFM
Hartford Funds Management
Wayne,
Pennsylvania
|
+$31.6M |
| 2 |
IF
IRON Financial
Northbrook,
Illinois
|
+$8.27M |
| 3 |
CCM
Condor Capital Management
Martinsville,
New Jersey
|
+$4.55M |
| 4 |
LPL Financial
San Diego,
California
|
+$2.47M |
| 5 |
RA
Rational Advisors
Huntington,
New York
|
+$2.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$21.3M |
| 2 |
GSWM
Golden State Wealth Management
Santa Ana,
California
|
-$2.7M |
| 3 |
F
F3Logic
Burnsville,
Minnesota
|
-$2.11M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.06M |
| 5 |
Jane Street
New York
|
-$716K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KFGK
26
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
| $457K | +$238K | +5,651 | +105% |
|
27
Citigroup
New York
| $418K | +$118K | +2,800 | +38% |
|
|
FPIS
28
Financial Planning & Information Services
De Pere,
Wisconsin
| $308K | +$314K | +7,445 | New |
|
|
HGWM
29
Harvest Group Wealth Management
Waltham,
Massachusetts
| $169K | +$153K | +3,619 | +785% |
|
30
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $130K | +$33.7K | +798 | +34% |
|
|
PFS
31
Prospera Financial Services
Dallas,
Texas
| $99K | +$101K | +2,395 | New |
|
|
AF
32
Advisornet Financial
Minnetonka,
Minnesota
| $25K | – | – | – |
|
|
PCA
33
Providence Capital Advisors
Charlotte,
North Carolina
| $12K | +$12.5K | +296 | New |
|
|
F
34
F3Logic
Burnsville,
Minnesota
| $2.35K | -$2.11M | -50,066 | -47% |
|
|
35
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$21.3M | -509,320 | Closed |
|
|
36
Jane Street
New York
| – | -$716K | -17,088 | Closed |
|
|
PAG
37
Private Advisor Group
Morristown,
New Jersey
| – | -$4K | -97 | Closed |
|
HTRB Hedge Fund Activity: Q3 2020 in Review
34 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Hartford Total Return Bond ETF (HTRB) for Q3 2020, worth a combined $612M — down 0.9% from $618M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new HTRB positions and 3 closed out — a net gain of 3 holders — while 19 added to existing stakes and 7 trimmed.
The largest buyer was Hartford Funds Management, adding an estimated $31.6M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $21.3M sold.
- 34 institutional investors held Hartford Total Return Bond ETF (HTRB) as of Q3 2020, up from 31 in Q2 2020.
- Funds reported $612M of Hartford Total Return Bond ETF stock for Q3 2020, down 0.9% quarter-over-quarter.
- 6 funds opened new Hartford Total Return Bond ETF positions in Q3 2020 and 3 closed out, a net change of +3 holders.
- The largest Hartford Total Return Bond ETF buyer in Q3 2020 was Hartford Funds Management, an estimated $31.6M added.
- The largest Hartford Total Return Bond ETF seller in Q3 2020 was Susquehanna International Group, an estimated $21.3M sold.
Based on aggregated 13F filings for Q3 2020.