Hartford Total Return Bond ETF
HTRB
99 hedge funds and large institutions have $1.27B invested in Hartford Total Return Bond ETF in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 49 increasing their positions, 32 reducing their positions, and 3 closing their positions.
400% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 3
53% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 32
11% more funds holding
Funds holding: 89 → 99 (+10)
0.92% less ownership
Funds ownership: 80.41% → 79.48% (-0.92%)
1% less capital invested
Capital invested by funds: $1.29B → $1.27B (-$19M)
11% less funds holding in top 10
Funds holding in top 10: 9 → 8 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WWA
WCG Wealth Advisors
Las Vegas,
Nevada
|
+$11.8M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
+$7.87M |
| 3 |
WP
WMS Partners
Towson,
Maryland
|
+$6.73M |
| 4 |
BC
Brio Consultants
San Francisco,
California
|
+$6.55M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$6.52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFGM
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
-$13.3M |
| 2 |
DC
Davenport & Co
Richmond,
Virginia
|
-$10M |
| 3 |
SW
Simplicity Wealth
Summit,
New Jersey
|
-$4.19M |
| 4 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$2.83M |
| 5 |
Bank of New York Mellon
New York
|
-$2.12M |
HTRB Hedge Fund Activity: Q2 2024 in Review
99 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Hartford Total Return Bond ETF (HTRB) for Q2 2024, worth a combined $1.27B — down 1.5% from $1.29B a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new HTRB positions and 3 closed out — a net gain of 12 holders — while 49 added to existing stakes and 32 trimmed.
The largest buyer was WCG Wealth Advisors, adding an estimated $11.8M. The largest seller was Marshall Financial Group (Maryland), cutting an estimated $13.3M.
- 99 institutional investors held Hartford Total Return Bond ETF (HTRB) as of Q2 2024, up from 89 in Q1 2024.
- Funds reported $1.27B of Hartford Total Return Bond ETF stock for Q2 2024, down 1.5% quarter-over-quarter.
- 15 funds opened new Hartford Total Return Bond ETF positions in Q2 2024 and 3 closed out, a net change of +12 holders.
- The largest Hartford Total Return Bond ETF buyer in Q2 2024 was WCG Wealth Advisors, an estimated $11.8M added.
- The largest Hartford Total Return Bond ETF seller in Q2 2024 was Marshall Financial Group (Maryland), an estimated $13.3M sold.
Based on aggregated 13F filings for Q2 2024.