Hartford Total Return Bond ETF
HTRB
118 hedge funds and large institutions have $1.56B invested in Hartford Total Return Bond ETF in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 56 increasing their positions, 37 reducing their positions, and 6 closing their positions.
133% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 6
51% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 37
5% more funds holding
Funds holding: 112 → 118 (+6)
2.33% more ownership
Funds ownership: 74.99% → 77.32% (+2.3%)
3% more capital invested
Capital invested by funds: $1.51B → $1.56B (+$47.2M)
27% less funds holding in top 10
Funds holding in top 10: 15 → 11 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$38.7M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$34.6M |
| 3 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$8.36M |
| 4 |
HFM
Hartford Funds Management
Wayne,
Pennsylvania
|
+$6.81M |
| 5 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
+$5.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NW
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
-$25.1M |
| 2 |
MFGM
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
-$17.1M |
| 3 |
VWA
Visionary Wealth Advisors
O'fallon,
Illinois
|
-$10.8M |
| 4 |
WWA
WCG Wealth Advisors
Las Vegas,
Nevada
|
-$6.73M |
| 5 |
HWM
HB Wealth Management
Atlanta,
Georgia
|
-$5.55M |
HTRB Hedge Fund Activity: Q2 2025 in Review
118 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Hartford Total Return Bond ETF (HTRB) for Q2 2025, worth a combined $1.56B — up 3.1% from $1.51B a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new HTRB positions and 6 closed out — a net gain of 8 holders — while 56 added to existing stakes and 37 trimmed.
The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $38.7M. The largest seller was NewEdge Wealth, exiting entirely with an estimated $25.1M sold.
- 118 institutional investors held Hartford Total Return Bond ETF (HTRB) as of Q2 2025, up from 112 in Q1 2025.
- Funds reported $1.56B of Hartford Total Return Bond ETF stock for Q2 2025, up 3.1% quarter-over-quarter.
- 14 funds opened new Hartford Total Return Bond ETF positions in Q2 2025 and 6 closed out, a net change of +8 holders.
- The largest Hartford Total Return Bond ETF buyer in Q2 2025 was Northwestern Mutual Wealth Management, an estimated $38.7M added.
- The largest Hartford Total Return Bond ETF seller in Q2 2025 was NewEdge Wealth, an estimated $25.1M sold.
Based on aggregated 13F filings for Q2 2025.