HTRB icon

Hartford Total Return Bond ETF
HTRB

Overview Fund Activity

57 hedge funds and large institutions have $882M invested in Hartford Total Return Bond ETF in 2021 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
57
Holders Change
+4
Holders Change %
+7.55%
% of All Funds
1%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.18%
New
9
Increased
29
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HFM
1
Hartford Funds Management
Pennsylvania
$574M
2
Jane Street
2
Jane Street
New York
$15.4M
3
FPIS
3
Financial Planning & Information Services
Wisconsin
$19.9M
4
SWM
4
Spire Wealth Management
Virginia
$32.5M
5
RA
5
RFG Advisory
Alabama
$2.7M

Top Sellers

1
RA
1
Rational Advisors
New York
$13.6M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$5.81M
3
Bank of America
3
Bank of America
North Carolina
$8.89M
4
LPL Financial
4
LPL Financial
California
$2.51M
5
Creative Planning
5
Creative Planning
Kansas
$4.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
26
LPL Financial
California
$2.51M -$4.7M -115,343 -65%
HFS
27
Howard Financial Services
Texas
$2.02M +$226K +5,549 +13%
IF
28
Intrua Financial
Texas
$2.01M -$222K -5,432 -10%
UBS Group
29
UBS Group
Switzerland
$1.99M +$60.2K +1,477 +3%
CRCM
30
Corbett Road Capital Management
Virginia
$1.76M +$15.7K +385 +0.9%
HGWM
31
Harvest Group Wealth Management
Massachusetts
$1.1M +$329K +8,065 +43%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$1.01M +$88.1K +2,163 +10%
CAAS
33
Capital Asset Advisory Services
Michigan
$953K -$159K -3,895 -14%
MAFM
34
Mid Atlantic Financial Management
Pennsylvania
$795K +$50.8K +1,248 +7%
FA
35
Fermata Advisors
California
$795K +$565K +13,873 +246%
AWM
36
AE Wealth Management
Kansas
$734K +$81.4K +1,998 +12%
DAS
37
Dynamic Advisor Solutions
Arizona
$649K +$139K +3,408 +27%
RJFSA
38
Raymond James Financial Services Advisors
Florida
$611K – – –
FFN
39
Focus Financial Network
Minnesota
$449K +$72.2K +1,769 +19%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$370K +$40.1K +984 +12%
MML Investors Services
41
MML Investors Services
Massachusetts
$259K +$259K +6,365 New
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$258K -$8.13K -200 -3%
Citadel Advisors
43
Citadel Advisors
Florida
$228K +$228K +5,586 New
TSS
44
Two Sigma Securities
New York
$227K +$227K +5,585 New
GSWM
45
Golden State Wealth Management
California
$218K +$218K +5,364 New
FFA
46
First Foundation Advisors
California
$210K +$210K +5,160 New
VAS
47
Vestmark Advisory Solutions
Massachusetts
$208K +$208K +5,111 New
GRP
48
Global Retirement Partners
California
$165K +$50.9K +1,250 +45%
APWA
49
Atlas Private Wealth Advisors
New Jersey
$66K – – –
Morgan Stanley
50
Morgan Stanley
New York
$35K +$35K +850 New
1
2
3