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Hartford Total Return Bond ETF

117 hedge funds and large institutions have $1.6B invested in Hartford Total Return Bond ETF in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 57 increasing their positions, 40 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 40

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

2% more capital invested

Capital invested by funds: $1.56B → $1.6B (+$35.7M)

0.17% more ownership

Funds ownership: 77.32%77.49% (+0.17%)

1% less funds holding

Funds holding: 118117 (-1)

Holders
117
Holders Change
-1
Holders Change %
-0.85%
% of All Funds
1.54%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.18%
New
12
Increased
57
Reduced
40
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
26
Atticus Wealth Management
Florida
$15.4M +$3.31M +97,328 +28%
B
27
Bensler
Washington
$15.3M -$537K -15,781 -3%
JP Morgan Chase
28
JP Morgan Chase
New York
$14.4M +$6.32M +185,773 +79%
RCAG
29
Rehmann Capital Advisory Group
Michigan
$14.4M -$329K -9,691 -2%
CCM
30
Condor Capital Management
New Jersey
$13M +$175K +5,153 +1%
ACM
31
Advance Capital Management
Michigan
$11.5M -$5.19M -152,801 -31%
PAG
32
Private Advisor Group
New Jersey
$10.1M +$2.96K +87 +0%
SWMG
33
Sanchez Wealth Management Group
Florida
$9.78M -$3.26K -96 -0%
IF
34
IRON Financial
Illinois
$9.39M -$1.21M -35,565 -11%
IWC
35
Integrated Wealth Concepts
Massachusetts
$7.62M +$4.57M +134,383 +153%
PCS
36
Private Client Services
Kentucky
$7.15M +$3.43M +100,999 +94%
Jane Street
37
Jane Street
New York
$7.04M -$2.26M -66,399 -24%
SA
38
Sanctuary Advisors
Indiana
$6.86M +$1.36M +40,051 +25%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$6.24M +$156K +4,578 +3%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$6.19M +$741K +21,786 +14%
PG
41
Prostatis Group
Maryland
$6.18M -$726K -21,355 -11%
Osaic Holdings
42
Osaic Holdings
Arizona
$5.63M +$2.57M +75,504 +84%
SG
43
Strid Group
Pennsylvania
$5.57M -$99.1K -2,915 -2%
Citadel Advisors
44
Citadel Advisors
Florida
$5.54M +$1.57M +46,066 +40%
Stifel Financial
45
Stifel Financial
Missouri
$5.26M +$649K +19,093 +14%
FHC
46
First Heartland Consultants
Missouri
$5.14M +$673K +19,803 +15%
IF
47
Integrity Financial
Wyoming
$5.12M +$2.5M +73,612 +98%
AC
48
Apella Capital
Connecticut
$4.43M +$3.94M +115,901 +986%
CG
49
CFO4Life Group
Texas
$4.3M +$183K +5,383 +4%
FFP
50
Freedom Financial Partners
Minnesota
$4.16M +$389K +11,444 +10%