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Hartford Total Return Bond ETF
HTRB

Overview Fund Activity

111 hedge funds and large institutions have $1.45B invested in Hartford Total Return Bond ETF in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 53 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
111
Holders Change
+12
Holders Change %
+12.12%
% of All Funds
1.61%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.19%
New
20
Increased
53
Reduced
31
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MCIA
1
Mountain Capital Investment Advisors
Colorado
$33.2M
2
CAAM
2
Cornerstone Advisors Asset Management
Pennsylvania
$28.5M
3
AWM
3
Atticus Wealth Management
Florida
$12.4M
4
VWA
4
Visionary Wealth Advisors
Illinois
$11.3M
5
SA
5
Sanctuary Advisors
Indiana
$28.5M

Top Sellers

1
HFM
1
Hartford Funds Management
Pennsylvania
$480M
2
Truist Financial
2
Truist Financial
North Carolina
$14.8M
3
WWA
3
WCG Wealth Advisors
Nevada
$34M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$2.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
26
Brio Consultants
California
$13.5M +$1.98M +56,542 +17%
HI
27
Horizon Investments
North Carolina
$12.6M +$153K +4,397 +1%
AWM
28
Atticus Wealth Management
Florida
$12.4M +$12.4M +354,408 New
IF
29
IRON Financial
Illinois
$12.2M -$232K -6,646 -2%
CCM
30
Condor Capital Management
New Jersey
$12.1M +$642K +18,363 +6%
PAG
31
Private Advisor Group
New Jersey
$11.9M +$6.34M +181,359 +114%
VWA
32
Visionary Wealth Advisors
Illinois
$11.3M +$11.3M +321,827 New
RJA
33
Raymond James & Associates
Florida
$9.48M +$6.25M +178,762 +194%
SWMG
34
Sanchez Wealth Management Group
Florida
$9.33M +$9.33M +266,994 New
RCAG
35
Rehmann Capital Advisory Group
Michigan
$8.74M +$1.21M +34,459 +16%
Mariner
36
Mariner
Kansas
$7.4M -$1.62M -46,364 -18%
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$7.29M +$380K +10,876 +6%
Stifel Financial
38
Stifel Financial
Missouri
$7.27M +$26.1K +746 +0.4%
Jones Financial Companies
39
Jones Financial Companies
Missouri
$7.11M +$4.77M +136,348 +204%
PG
40
Prostatis Group
Maryland
$6.91M +$612K +17,518 +10%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$6.47M +$608K +17,381 +10%
SG
42
Strid Group
Pennsylvania
$5.45M +$18.8K +537 +0.3%
GSEP
43
Golden State Equity Partners
California
$5.25M +$35.5K +1,016 +0.7%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$4.98M +$704K +20,129 +16%
SPG
45
Strategic Planning Group
Utah
$4.04M +$234K +6,701 +6%
NW
46
NewEdge Wealth
Pennsylvania
$3.98M +$3.98M +113,886 New
AWS
47
Atria Wealth Solutions
New York
$3.5M -$73.3K -2,090 -2%
KSWA
48
Kathleen S. Wright Associates
Pennsylvania
$3.27M +$10.8K +309 +0.3%
Envestnet Portfolio Solutions
49
Envestnet Portfolio Solutions
Illinois
$3.26M +$90.5K +2,590 +3%
MCA
50
MSH Capital Advisors
Arizona
$3.23M +$134K +3,822 +4%
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