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Hartford Total Return Bond ETF
HTRB

Overview Fund Activity

47 hedge funds and large institutions have $746M invested in Hartford Total Return Bond ETF in 2020 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 23 increasing their positions, 6 reducing their positions, and 1 closing their positions.

Holders
47
Holders Change
+13
Holders Change %
+38.24%
% of All Funds
0.83%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.14%
New
14
Increased
23
Reduced
6
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HFM
1
Hartford Funds Management
Pennsylvania
$535M
2
GPWA
2
Great Point Wealth Advisors
Massachusetts
$12.6M
3
RA
3
Rational Advisors
New York
$13.2M
4
CRCM
4
Corbett Road Capital Management
Virginia
$4.43M
5
LFA
5
Legacy Financial Advisors
Kentucky
$12.9M

Top Sellers

1
GSWM
1
Golden State Wealth Management
California
$3.3M
2
IF
2
Intrua Financial
Texas
$2.51M
3
PFS
3
Prospera Financial Services
Texas
$0
4
F
4
F3Logic
Minnesota
$2.28M
5
FHA
5
Flagship Harbor Advisors
Massachusetts
$441K
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
26
Jane Street
New York
$1.58M +$1.58M +37,731 New
HFS
27
Howard Financial Services
Texas
$1.36M +$1.36M +32,626 New
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$1.34M +$475K +11,388 +55%
FTUS
29
Flow Traders U.S.
New York
$1.27M +$80.5K +1,929 +7%
FPIS
30
Financial Planning & Information Services
Wisconsin
$1.19M +$876K +20,983 +282%
AWM
31
AE Wealth Management
Kansas
$848K +$85.2K +2,042 +11%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$796K +$300K +7,192 +61%
Citadel Advisors
33
Citadel Advisors
Florida
$628K +$628K +15,048 New
CFO
34
Collective Family Office
Pennsylvania
$488K +$488K +11,700 New
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$472K – – –
FHA
36
Flagship Harbor Advisors
Massachusetts
$441K -$93.4K -2,236 -17%
Citigroup
37
Citigroup
New York
$422K – – –
KFGK
38
Keystone Financial Group (Kentucky)
Kentucky
$384K -$76.6K -1,837 -17%
Bank of America
39
Bank of America
North Carolina
$287K +$287K +6,891 New
DAS
40
Dynamic Advisor Solutions
Arizona
$233K +$233K +5,588 New
HGWM
41
Harvest Group Wealth Management
Massachusetts
$174K +$3.59K +86 +2%
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$170K +$38.7K +927 +30%
AF
43
Advisornet Financial
Minnesota
$25K – – –
PCA
44
Providence Capital Advisors
North Carolina
$12K – – –
Morgan Stanley
45
Morgan Stanley
New York
$9K +$9K +205 New
UBS Group
46
UBS Group
Switzerland
$8K +$8K +200 New
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$3K +$3K +77 New
PFS
48
Prospera Financial Services
Texas
– -$99K -2,395 Closed
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