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Hartford Total Return Bond ETF
HTRB

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
+10
Holders Change %
+11.24%
% of All Funds
1.44%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
15
Increased
49
Reduced
32
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WWA
1
WCG Wealth Advisors
Nevada
$38.1M
2
Truist Financial
2
Truist Financial
North Carolina
$26.8M
3
WP
3
WMS Partners
Maryland
$55.4M
4
BC
4
Brio Consultants
California
$11M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$23.2M

Top Sellers

1
MFGM
1
Marshall Financial Group (Maryland)
Maryland
$15.7M
2
DC
2
Davenport & Co
Virginia
$2.68M
3
SW
3
Simplicity Wealth
New Jersey
$898K
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$6.62M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$13.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
26
Brio Consultants
California
$11M +$6.58M +196,570 +149%
CCM
27
Condor Capital Management
New Jersey
$11M +$486K +14,523 +5%
Mariner
28
Mariner
Kansas
$8.64M -$828K -24,710 -9%
CAAM
29
Cornerstone Advisors Asset Management
Pennsylvania
$7.57M +$324K +9,670 +4%
RCAG
30
Rehmann Capital Advisory Group
Michigan
$7.18M +$1.31M +39,201 +22%
Stifel Financial
31
Stifel Financial
Missouri
$6.94M -$12.5K -374 -0.2%
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
$6.62M -$2.85M -84,958 -30%
PG
33
Prostatis Group
Maryland
$6.04M +$743K +22,186 +14%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$5.62M -$125K -3,724 -2%
PAG
35
Private Advisor Group
New Jersey
$5.33M +$4.52M +134,918 +554%
SG
36
Strid Group
Pennsylvania
$5.2M -$43.5K -1,298 -0.8%
Baird Financial Group
37
Baird Financial Group
Wisconsin
$5.18M +$547K +16,323 +12%
GSEP
38
Golden State Equity Partners
California
$4.99M +$4.99M +149,050 New
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$4.09M +$3.78M +112,789 +1,195%
Citadel Advisors
40
Citadel Advisors
Florida
$4.01M +$2.06M +61,494 +105%
CIA
41
Concurrent Investment Advisors
Florida
$3.97M +$3.97M +118,515 New
SPG
42
Strategic Planning Group
Utah
$3.65M +$140K +4,183 +4%
AWS
43
Atria Wealth Solutions
New York
$3.43M +$280K +8,347 +9%
KSWA
44
Kathleen S. Wright Associates
Pennsylvania
$3.12M +$233K +6,943 +8%
RJA
45
Raymond James & Associates
Florida
$3.09M -$1.78M -53,105 -37%
Envestnet Portfolio Solutions
46
Envestnet Portfolio Solutions
Illinois
$3.03M +$4.12K +123 +0.1%
MCA
47
MSH Capital Advisors
Arizona
$2.97M +$464K +13,861 +19%
FAIM
48
Financial Advocates Investment Management
Washington
$2.8M +$2.8M +83,719 New
DC
49
Davenport & Co
Virginia
$2.68M -$10.1M -300,957 -79%
Jones Financial Companies
50
Jones Financial Companies
Missouri
$2.24M +$2.24M +66,818 New
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