HTRB icon

Hartford Total Return Bond ETF
HTRB

Overview Fund Activity

52 hedge funds and large institutions have $832M invested in Hartford Total Return Bond ETF in 2021 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 25 increasing their positions, 10 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
+5
Holders Change %
+10.64%
% of All Funds
0.92%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.16%
New
13
Increased
25
Reduced
10
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HFM
1
Hartford Funds Management
Pennsylvania
$550M
2
Bank of America
2
Bank of America
North Carolina
$14.5M
3
BFG
3
Berger Financial Group
Minnesota
$13.8M
4
RA
4
Rational Advisors
New York
$25.6M
5
GPWA
5
Great Point Wealth Advisors
Massachusetts
$19M

Top Sellers

1
LFA
1
Legacy Financial Advisors
Kentucky
$0
2
LPL Financial
2
LPL Financial
California
$9.02M
3
IF
3
IRON Financial
Illinois
$21M
4
GSWM
4
Golden State Wealth Management
California
$0
5
F
5
F3Logic
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$2.17M +$415K +10,329 +24%
CRCM
27
Corbett Road Capital Management
Virginia
$2.05M +$2.04M +50,811 +47,935%
RA
28
RFG Advisory
Alabama
$1.87M -$84.6K -2,104 -4%
CAAS
29
Capital Asset Advisory Services
Michigan
$1.86M -$236K -5,850 -11%
HFS
30
Howard Financial Services
Texas
$1.4M +$92.2K +2,292 +7%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$1.37M +$72K +1,791 +6%
UBS Group
32
UBS Group
Switzerland
$1.01M +$998K +24,821 +12,411%
AWM
33
AE Wealth Management
Kansas
$670K -$148K -3,669 -18%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$642K +$642K +15,972 New
MAFM
35
Mid Atlantic Financial Management
Pennsylvania
$623K +$623K +15,497 New
Jane Street
36
Jane Street
New York
$622K -$894K -22,255 -59%
GWM
37
Geneos Wealth Management
Colorado
$519K +$519K +12,819 New
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$472K – – –
Citigroup
39
Citigroup
New York
$406K – – –
DAS
40
Dynamic Advisor Solutions
Arizona
$404K +$179K +4,459 +80%
VA
41
Valmark Advisers
Ohio
$362K +$362K +9,001 New
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$353K +$189K +4,693 +115%
HGWM
43
Harvest Group Wealth Management
Massachusetts
$343K +$174K +4,266 +102%
FFN
44
Focus Financial Network
Minnesota
$285K +$285K +7,073 New
IWM
45
IHT Wealth Management
Illinois
$249K +$249K +6,200 New
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$240K +$240K +5,958 New
FHA
47
Flagship Harbor Advisors
Massachusetts
$214K -$210K -5,235 -50%
CFO
48
Collective Family Office
Pennsylvania
$201K -$269K -6,700 -57%
AF
49
Advisornet Financial
Minnesota
$24K – – –
APWA
50
Atlas Private Wealth Advisors
New Jersey
$21K +$21K +520 New
1
2
3