Hartford Total Return Bond ETF
HTRB
89 hedge funds and large institutions have $1.29B invested in Hartford Total Return Bond ETF in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 56 increasing their positions, 25 reducing their positions, and 12 closing their positions.
124% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 25
11% more capital invested
Capital invested by funds: $1.17B → $1.29B (+$123M)
0% more funds holding in top 10
Funds holding in top 10: 9 → 9 (0)
2.75% less ownership
Funds ownership: 83.16% → 80.41% (-2.8%)
6% less funds holding
Funds holding: 95 → 89 (-6)
33% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Advance Capital Management
Southfield,
Michigan
|
+$12.6M |
| 2 |
WP
WMS Partners
Towson,
Maryland
|
+$10.1M |
| 3 |
HFM
Hartford Funds Management
Wayne,
Pennsylvania
|
+$6.74M |
| 4 |
LPL Financial
San Diego,
California
|
+$5.38M |
| 5 |
FPIS
Financial Planning & Information Services
De Pere,
Wisconsin
|
+$4.96M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$13.9M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$7.74M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$6.4M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$6.29M |
| 5 |
WWA
WCG Wealth Advisors
Las Vegas,
Nevada
|
-$4.44M |
HTRB Hedge Fund Activity: Q1 2024 in Review
89 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Hartford Total Return Bond ETF (HTRB) for Q1 2024, worth a combined $1.29B — up 11% from $1.17B a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of HTRB and 8 opened new positions — a net loss of 4 holders — while 25 trimmed existing stakes and 56 added.
The largest buyer was Advance Capital Management, opening a new position worth an estimated $12.6M. The largest seller was Jane Street, exiting entirely with an estimated $13.9M sold.
- 89 institutional investors held Hartford Total Return Bond ETF (HTRB) as of Q1 2024, down from 95 in Q4 2023.
- Funds reported $1.29B of Hartford Total Return Bond ETF stock for Q1 2024, up 11% quarter-over-quarter.
- 8 funds opened new Hartford Total Return Bond ETF positions in Q1 2024 and 12 closed out, a net change of -4 holders.
- The largest Hartford Total Return Bond ETF buyer in Q1 2024 was Advance Capital Management, an estimated $12.6M added.
- The largest Hartford Total Return Bond ETF seller in Q1 2024 was Jane Street, an estimated $13.9M sold.
Based on aggregated 13F filings for Q1 2024.