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Hartford Total Return Bond ETF
HTRB

Overview Fund Activity

117 hedge funds and large institutions have $1.52B invested in Hartford Total Return Bond ETF in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 56 increasing their positions, 36 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
117
Holders Change
+6
Holders Change %
+5.41%
% of All Funds
1.56%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.15%
New
18
Increased
56
Reduced
36
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HFM
1
Hartford Funds Management
Pennsylvania
$485M
2
NW
2
NewEdge Wealth
Pennsylvania
$24.2M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$30.7M
4
CFP
4
Catalyst Financial Partners
Massachusetts
$9.05M
5
Bank of America
5
Bank of America
North Carolina
$58.4M

Top Sellers

1
AWM
1
Atticus Wealth Management
Florida
$6.2M
2
MML Investors Services
2
MML Investors Services
Massachusetts
$0
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$64.6M
4
WAP
4
Wealthcare Advisory Partners
Pennsylvania
$0
5
MCA
5
MSH Capital Advisors
Arizona
$1.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$14M +$513K +15,405 +4%
GPWA
27
Great Point Wealth Advisors
Massachusetts
$13.9M +$1.04M +31,234 +8%
PAG
28
Private Advisor Group
New Jersey
$12.6M +$1.24M +37,136 +11%
Jones Financial Companies
29
Jones Financial Companies
Missouri
$12.2M +$5.46M +163,756 +81%
HI
30
Horizon Investments
North Carolina
$12.1M +$119K +3,597 +1%
RCAG
31
Rehmann Capital Advisory Group
Michigan
$11.8M +$3.47M +104,032 +42%
CCM
32
Condor Capital Management
New Jersey
$11.7M +$224K +6,725 +2%
IF
33
IRON Financial
Illinois
$11.3M -$348K -10,447 -3%
VWA
34
Visionary Wealth Advisors
Illinois
$10.8M +$47K +1,410 +0.4%
SWMG
35
Sanchez Wealth Management Group
Florida
$9.07M +$172K +5,171 +2%
CFP
36
Catalyst Financial Partners
Massachusetts
$9.05M +$9.05M +271,628 New
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$7.67M +$723K +21,703 +10%
Stifel Financial
38
Stifel Financial
Missouri
$7.24M +$305K +9,144 +4%
NA
39
NewEdge Advisors
Louisiana
$6.75M +$6.37M +190,984 +1,664%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$6.74M +$569K +17,062 +9%
PG
41
Prostatis Group
Maryland
$6.57M -$19.9K -596 -0.3%
AWM
42
Atticus Wealth Management
Florida
$6.2M -$5.61M -168,402 -48%
Mariner
43
Mariner
Kansas
$5.97M -$1.09M -32,699 -15%
OMC
44
Old Mission Capital
Illinois
$5.7M +$5.5M +165,123 +2,769%
Jane Street
45
Jane Street
New York
$5.52M +$3.97M +119,082 +256%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$5.4M +$659K +19,778 +14%
SPG
47
Strategic Planning Group
Utah
$5.19M +$1.33M +40,014 +35%
SG
48
Strid Group
Pennsylvania
$5.17M -$24.1K -723 -0.5%
GSEP
49
Golden State Equity Partners
California
$4.39M -$613K -18,396 -12%
GSWM
50
Golden State Wealth Management
California
$3.78M +$3.78M +113,453 New
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