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Hartford Total Return Bond ETF
HTRB

Overview Fund Activity

76 hedge funds and large institutions have $1.11B invested in Hartford Total Return Bond ETF in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 35 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
76
Holders Change
+7
Holders Change %
+10.14%
% of All Funds
1.2%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.13%
New
17
Increased
35
Reduced
21
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$134M
2
Jane Street
2
Jane Street
New York
$35.7M
3
HFM
3
Hartford Funds Management
Pennsylvania
$565M
4
Truist Financial
4
Truist Financial
North Carolina
$26.6M
5
AF
5
Allworth Financial
California
$18.2M

Top Sellers

1
GPWA
1
Great Point Wealth Advisors
Massachusetts
$0
2
RA
2
Rational Advisors
New York
$0
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$0
4
MFGM
4
Marshall Financial Group (Maryland)
Maryland
$9.04M
5
GSEP
5
Golden State Equity Partners
California
$3.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$4.63M +$2.68M +72,797 +138%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$3.58M +$2.64M +71,671 +280%
LAS
28
Lloyd Advisory Services
Georgia
$3.31M +$3.31M +89,782 New
Stifel Financial
29
Stifel Financial
Missouri
$3.24M -$496K -13,469 -13%
GSEP
30
Golden State Equity Partners
California
$3.2M -$4.81M -130,677 -60%
Osaic Holdings
31
Osaic Holdings
Arizona
$3.15M +$404K +10,973 +15%
Creative Planning
32
Creative Planning
Kansas
$3.02M -$231K -6,282 -7%
TI
33
Tidal Investments
Wisconsin
$2.92M -$329K -8,932 -10%
SS
34
Simplicity Solutions
Minnesota
$2.73M +$2.73M +74,161 New
HFS
35
Howard Financial Services
Texas
$2.51M -$291K -7,893 -10%
GSWM
36
Golden State Wealth Management
California
$2.48M -$61.9K -1,681 -2%
KSWA
37
Kathleen S. Wright Associates
Pennsylvania
$2.15M +$93.3K +2,535 +5%
CGFA
38
Colton Groome Financial Advisors
North Carolina
$1.93M +$200K +5,430 +12%
LPL Financial
39
LPL Financial
California
$1.64M -$419K -11,367 -20%
IWA
40
Inspirion Wealth Advisors
Illinois
$1.58M +$362K +9,816 +30%
CRCM
41
Corbett Road Capital Management
Virginia
$1.53M +$126K +3,425 +9%
LFA
42
Laraway Financial Advisors
Minnesota
$1.46M +$134K +3,640 +10%
OMC
43
Old Mission Capital
Illinois
$1.42M +$1.18M +31,917 +489%
NA
44
NewEdge Advisors
Louisiana
$1.4M +$5.64K +153 +0.4%
VAS
45
Vestmark Advisory Solutions
Massachusetts
$1.01M +$29.8K +808 +3%
TFA
46
Tranquilli Financial Advisor
New Jersey
$747K +$90K +2,445 +14%
IF
47
Intrua Financial
Texas
$698K -$550K -14,932 -44%
DAS
48
Dynamic Advisor Solutions
Arizona
$649K -$38.1K -1,035 -6%
Millennium Management
49
Millennium Management
New York
$625K +$625K +16,965 New
KAS
50
Kestra Advisory Services
Texas
$522K +$133K +3,612 +34%
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