HTRB icon

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
Holders
53
Holders Change
+1
Holders Change %
+1.92%
% of All Funds
0.93%
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
Shares
Change %
UBS Group
26
UBS Group
Switzerland
$1.94M +$915K +22,339 +89%
HFS
27
Howard Financial Services
Texas
$1.8M +$373K +9,107 +26%
CRCM
28
Corbett Road Capital Management
Virginia
$1.76M -$329K -8,035 -16%
RA
29
RFG Advisory
Alabama
$1.3M -$605K -14,776 -32%
CAAS
30
Capital Asset Advisory Services
Michigan
$1.12M -$781K -19,023 -41%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$931K -$2.12M -51,826 -70%
HGWM
32
Harvest Group Wealth Management
Massachusetts
$776K +$431K +10,509 +125%
MAFM
33
Mid Atlantic Financial Management
Pennsylvania
$748K +$114K +2,776 +18%
AWM
34
AE Wealth Management
Kansas
$656K -$26K -634 -4%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$614K -$39.8K -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 +$88.4K +2,154 +30%
WAP
40
Wealthcare Advisory Partners
Pennsylvania
$352K +$352K +8,593 New
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$332K -$27.4K -669 -8%
VA
42
Valmark Advisers
Ohio
$271K -$97.8K -2,387 -27%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$268K +$24.1K +588 +10%
FA
44
Fermata Advisors
California
$231K +$231K +5,639 New
GRP
45
Global Retirement Partners
California
$115K +$115K +2,800 New
APWA
46
Atlas Private Wealth Advisors
New Jersey
$67K +$45.6K +1,108 +213%
Wells Fargo
47
Wells Fargo
California
$44K +$44K +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