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Hartford Total Return Bond ETF
HTRB

Overview Fund Activity

91 hedge funds and large institutions have $1.07B invested in Hartford Total Return Bond ETF in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 45 increasing their positions, 29 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
+5
Holders Change %
+5.81%
% of All Funds
1.45%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
12
Increased
45
Reduced
29
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$19.8M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$15.5M
3
WP
3
WMS Partners
Maryland
$43.7M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$16.6M
5
RJA
5
Raymond James & Associates
Florida
$9.82M

Top Sellers

1
OIA
1
OneDigital Investment Advisors
Kansas
$4.29M
2
HI
2
Horizon Investments
North Carolina
$16.2M
3
BC
3
Brio Consultants
California
$5.07M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$370K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$13.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
GPWA
26
Great Point Wealth Advisors
Massachusetts
$7.42M -$489K -15,229 -6%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$6.71M +$3.84M +119,680 +134%
CAAM
28
Cornerstone Advisors Asset Management
Pennsylvania
$6M +$4.77M +148,623 +387%
GSEP
29
Golden State Equity Partners
California
$5.19M +$4.61M +143,775 +800%
BC
30
Brio Consultants
California
$5.07M -$3.71M -115,525 -42%
Mariner
31
Mariner
Kansas
$4.73M -$34.1K -1,063 -0.7%
SG
32
Strid Group
Pennsylvania
$4.67M +$214K +6,662 +5%
OIA
33
OneDigital Investment Advisors
Kansas
$4.29M -$5.16M -160,784 -55%
SS
34
Simplicity Solutions
Minnesota
$3.89M +$134K +4,185 +4%
Wealth Enhancement Advisory Services
35
Wealth Enhancement Advisory Services
Minnesota
$3.35M +$3.35M +104,257 New
Citadel Advisors
36
Citadel Advisors
Florida
$3.01M +$3.01M +93,916 New
AWS
37
Atria Wealth Solutions
New York
$2.94M +$17.9K +557 +0.6%
CAN
38
Cetera Advisor Networks
California
$2.94M -$539K -16,787 -15%
RCAG
39
Rehmann Capital Advisory Group
Michigan
$2.89M -$67.8K -2,112 -2%
Envestnet Portfolio Solutions
40
Envestnet Portfolio Solutions
Illinois
$2.63M +$2.63M +82,021 New
KSWA
41
Kathleen S. Wright Associates
Pennsylvania
$2.44M +$15.1K +472 +0.6%
KFG
42
Kingdom Financial Group
Arizona
$2.11M -$20.2K -629 -0.9%
LIA
43
LifePlan Investment Advisors
North Carolina
$2.09M +$33K +1,029 +2%
BOSSRA
44
B.O.S.S. Retirement Advisors
Utah
$1.9M -$184K -5,744 -9%
CTC
45
Central Trust Company
Missouri
$1.76M +$187K +5,840 +12%
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$1.57M +$12.5K +390 +0.8%
LFA
47
Laraway Financial Advisors
Minnesota
$1.22M -$45.6K -1,421 -4%
TI
48
Tidal Investments
Wisconsin
$1.2M -$738K -22,999 -38%
JPMorgan Chase & Co
49
JPMorgan Chase & Co
New York
$1.04M +$729K +22,725 +236%
SF
50
Slagle Financial
Illinois
$840K -$7.41K -231 -0.9%
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