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Hartford Total Return Bond ETF
HTRB

Overview Fund Activity

69 hedge funds and large institutions have $943M invested in Hartford Total Return Bond ETF in 2021 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 30 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
+12
Holders Change %
+21.05%
% of All Funds
1.07%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.17%
New
20
Increased
30
Reduced
14
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HI
1
Horizon Investments
North Carolina
$26.5M
2
HFM
2
Hartford Funds Management
Pennsylvania
$578M
3
PI
3
PFS Investments
Georgia
$14.4M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$8.76M
5
FPIS
5
Financial Planning & Information Services
Wisconsin
$25.7M

Top Sellers

1
Jane Street
1
Jane Street
New York
$1.62M
2
MIAN
2
Mariner Independent Advisor Network
Kansas
$9.38M
3
Bank of America
3
Bank of America
North Carolina
$7.12M
4
GPWA
4
Great Point Wealth Advisors
Massachusetts
$19.2M
5
Creative Planning
5
Creative Planning
Kansas
$3.51M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
26
Allworth Financial
California
$4.01M +$3.99M +100,299 +14,247%
Creative Planning
27
Creative Planning
Kansas
$3.51M -$681K -17,141 -16%
TI
28
Tidal Investments
Wisconsin
$3.5M +$3.5M +88,160 New
HFS
29
Howard Financial Services
Texas
$3.03M +$1.06M +26,584 +54%
Osaic Holdings
30
Osaic Holdings
Arizona
$2.97M +$2.95M +74,127 +14,450%
GSWM
31
Golden State Wealth Management
California
$2.74M +$2.53M +63,674 +1,187%
RA
32
RFG Advisory
Alabama
$2.54M -$91.9K -2,312 -3%
LPL Financial
33
LPL Financial
California
$2.22M -$229K -5,754 -9%
KSWA
34
Kathleen S. Wright Associates
Pennsylvania
$2.22M +$2.22M +55,837 New
HGWM
35
Harvest Group Wealth Management
Massachusetts
$2.16M +$1.08M +27,233 +101%
UBS Group
36
UBS Group
Switzerland
$2.1M +$163K +4,100 +8%
CGFA
37
Colton Groome Financial Advisors
North Carolina
$1.87M +$1.87M +47,066 New
Jane Street
38
Jane Street
New York
$1.62M -$13.4M -336,537 -89%
CRCM
39
Corbett Road Capital Management
Virginia
$1.52M -$204K -5,139 -12%
NA
40
NewEdge Advisors
Louisiana
$1.5M +$1.5M +37,723 New
LFA
41
Laraway Financial Advisors
Minnesota
$1.43M +$1.43M +36,070 New
IF
42
Intrua Financial
Texas
$1.35M -$607K -15,286 -31%
IWA
43
Inspirion Wealth Advisors
Illinois
$1.31M +$1.31M +32,948 New
VAS
44
Vestmark Advisory Solutions
Massachusetts
$1.06M +$858K +21,593 +422%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$1.02M +$657K +16,549 +182%
DAS
46
Dynamic Advisor Solutions
Arizona
$741K +$108K +2,727 +17%
TFA
47
Tranquilli Financial Advisor
New Jersey
$709K +$709K +17,851 New
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$684K +$684K +17,210 New
AWM
49
AE Wealth Management
Kansas
$678K -$38.3K -964 -5%
RJFSA
50
Raymond James Financial Services Advisors
Florida
$596K – – –
1
2
3