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Hartford Total Return Bond ETF

53 hedge funds and large institutions have $904M invested in Hartford Total Return Bond ETF in 2021 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 12

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

9% more capital invested

Capital invested by funds: $832M → $904M (+$72M)

2% more funds holding

Funds holding: 5253 (+1)

0.61% less ownership

Funds ownership: 89.94%89.33% (-0.61%)

Holders
53
Holders Change
+1
Holders Change %
+1.92%
% of All Funds
0.92%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.17%
New
8
Increased
28
Reduced
12
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$1.94M +$908K +22,339 +89%
HFS
27
Howard Financial Services
Texas
$1.8M +$370K +9,107 +26%
CRCM
28
Corbett Road Capital Management
Virginia
$1.76M -$327K -8,035 -16%
RA
29
RFG Advisory
Alabama
$1.3M -$601K -14,776 -32%
CAAS
30
Capital Asset Advisory Services
Michigan
$1.12M -$773K -19,023 -41%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$931K -$2.11M -51,826 -70%
HGWM
32
Harvest Group Wealth Management
Massachusetts
$776K +$427K +10,509 +125%
MAFM
33
Mid Atlantic Financial Management
Pennsylvania
$748K +$113K +2,776 +18%
AWM
34
AE Wealth Management
Kansas
$656K -$25.8K -634 -4%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$614K -$39.5K -972 -6%
DAS
36
Dynamic Advisor Solutions
Arizona
$513K +$101K +2,473 +25%
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$472K
Citigroup
38
Citigroup
New York
$414K
FFN
39
Focus Financial Network
Minnesota
$379K +$87.6K +2,154 +30%
WAP
40
Wealthcare Advisory Partners
Pennsylvania
$352K +$349K +8,593 New
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$332K -$27.2K -669 -8%
VA
42
Valmark Advisers
Ohio
$271K -$97.1K -2,387 -27%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$268K +$23.9K +588 +10%
FA
44
Fermata Advisors
California
$231K +$229K +5,639 New
GRP
45
Global Retirement Partners
California
$115K +$114K +2,800 New
APWA
46
Atlas Private Wealth Advisors
New Jersey
$67K +$45K +1,108 +213%
Wells Fargo
47
Wells Fargo
California
$44K +$44.1K +1,084 New
LWM
48
Liberty Wealth Management
California
$28K +$28K +689 New
AF
49
Advisornet Financial
Minnesota
$25K
Osaic Holdings
50
Osaic Holdings
Arizona
$16K +$16K +394 New

HTRB Hedge Fund Activity: Q2 2021 in Review

53 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Hartford Total Return Bond ETF (HTRB) for Q2 2021, worth a combined $904M — up 8.7% from $832M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new HTRB positions and 7 closed out — a net gain of 1 holder — while 28 added to existing stakes and 12 trimmed.

The largest buyer was Rational Advisors, adding an estimated $25.4M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $3.4M sold.

  • 53 institutional investors held Hartford Total Return Bond ETF (HTRB) as of Q2 2021, up from 52 in Q1 2021.
  • Funds reported $904M of Hartford Total Return Bond ETF stock for Q2 2021, up 8.7% quarter-over-quarter.
  • 8 funds opened new Hartford Total Return Bond ETF positions in Q2 2021 and 7 closed out, a net change of +1 holder.
  • The largest Hartford Total Return Bond ETF buyer in Q2 2021 was Rational Advisors, an estimated $25.4M added.
  • The largest Hartford Total Return Bond ETF seller in Q2 2021 was Susquehanna International Group, an estimated $3.4M sold.

Based on aggregated 13F filings for Q2 2021.