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Hartford Total Return Bond ETF
HTRB

Overview Fund Activity

95 hedge funds and large institutions have $1.17B invested in Hartford Total Return Bond ETF in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 47 increasing their positions, 27 reducing their positions, and 14 closing their positions.

Holders
95
Holders Change
+4
Holders Change %
+4.4%
% of All Funds
1.39%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.13%
New
19
Increased
47
Reduced
27
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$75.8M
2
UBS Group
2
UBS Group
Switzerland
$44M
3
B
3
Bensler
Washington
$13M
4
CCM
4
Condor Capital Management
New Jersey
$6.61M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$6.29M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$940K
2
Osaic Holdings
2
Osaic Holdings
Arizona
$5.61M
3
WP
3
WMS Partners
Maryland
$39.2M
4
Jane Street
4
Jane Street
New York
$13.9M
5
WWA
5
WCG Wealth Advisors
Nevada
$31.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$9.78M +$590K +17,333 +6%
GPWA
27
Great Point Wealth Advisors
Massachusetts
$8.85M +$983K +28,894 +13%
CAAM
28
Cornerstone Advisors Asset Management
Pennsylvania
$7M +$635K +18,663 +10%
CCM
29
Condor Capital Management
New Jersey
$6.61M +$6.61M +194,212 New
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$6.29M +$6.29M +184,968 New
Mariner
31
Mariner
Kansas
$5.81M +$800K +23,507 +16%
Osaic Holdings
32
Osaic Holdings
Arizona
$5.61M -$17.8M -523,987 -76%
GSEP
33
Golden State Equity Partners
California
$5.6M +$95.3K +2,800 +2%
Stifel Financial
34
Stifel Financial
Missouri
$5.22M +$4.71M +138,342 +912%
SG
35
Strid Group
Pennsylvania
$5.13M +$183K +5,382 +4%
Baird Financial Group
36
Baird Financial Group
Wisconsin
$4.74M +$4.74M +139,283 New
SS
37
Simplicity Solutions
Minnesota
$4.36M +$234K +6,880 +6%
SPG
38
Strategic Planning Group
Utah
$4.25M +$4.25M +124,856 New
RCAG
39
Rehmann Capital Advisory Group
Michigan
$4M +$936K +27,519 +31%
BC
40
Brio Consultants
California
$3.87M -$1.51M -44,361 -28%
CAN
41
Cetera Advisor Networks
California
$3.76M +$642K +18,864 +21%
PG
42
Prostatis Group
Maryland
$3.75M +$3.75M +110,163 New
AWS
43
Atria Wealth Solutions
New York
$3.31M +$191K +5,580 +6%
Envestnet Portfolio Solutions
44
Envestnet Portfolio Solutions
Illinois
$2.9M +$107K +3,145 +4%
KSWA
45
Kathleen S. Wright Associates
Pennsylvania
$2.83M +$242K +7,117 +9%
OIA
46
OneDigital Investment Advisors
Kansas
$2.64M -$1.91M -55,989 -42%
CTC
47
Central Trust Company
Missouri
$2.12M +$248K +7,295 +13%
WAP
48
Wealthcare Advisory Partners
Pennsylvania
$1.81M +$1.81M +53,209 New
JPMorgan Chase & Co
49
JPMorgan Chase & Co
New York
$1.76M +$662K +19,462 +60%
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
$1.73M +$61.8K +1,815 +4%
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