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Hartford Total Return Bond ETF

128 hedge funds and large institutions have $1.71B invested in Hartford Total Return Bond ETF in 2025 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 57 increasing their positions, 43 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 5

33% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 43

21% more funds holding in top 10

Funds holding in top 10: 1417 (+3)

9% more funds holding

Funds holding: 117128 (+11)

7% more capital invested

Capital invested by funds: $1.6B → $1.71B (+$111M)

5.38% more ownership

Funds ownership: 77.49%82.87% (+5.4%)

Holders
128
Holders Change
+11
Holders Change %
+9.4%
% of All Funds
1.56%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.21%
New
17
Increased
57
Reduced
43
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$15.3M +$926K +26,887 +6%
B
27
Bensler
Washington
$14.6M -$677K -19,665 -4%
CAPTRUST Financial Advisors
28
CAPTRUST Financial Advisors
North Carolina
$14.5M -$1.94M -56,419 -12%
RCAG
29
Rehmann Capital Advisory Group
Michigan
$14.4M +$94.7K +2,748 +0.7%
CCM
30
Condor Capital Management
New Jersey
$13.3M +$398K +11,547 +3%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$13.1M +$6.92M +201,029 +110%
ACM
32
Advance Capital Management
Michigan
$12.8M +$1.39M +40,235 +12%
A
33
Alongside
Texas
$12.4M +$12.5M +362,094 New
PAG
34
Private Advisor Group
New Jersey
$9.57M -$508K -14,762 -5%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$9.56M -$9.23M -267,887 -49%
Osaic Holdings
36
Osaic Holdings
Arizona
$8.88M +$3.26M +94,712 +57%
IF
37
IRON Financial
Illinois
$8.52M -$834K -24,201 -9%
PCS
38
Private Client Services
Kentucky
$8.34M +$1.23M +35,777 +17%
SWMG
39
Sanchez Wealth Management Group
Florida
$8.17M -$1.58M -45,759 -16%
Truist Financial
40
Truist Financial
North Carolina
$8.06M -$8.48M -246,088 -51%
SA
41
Sanctuary Advisors
Indiana
$7.27M +$437K +12,700 +6%
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$6.41M +$249K +7,242 +4%
Stifel Financial
43
Stifel Financial
Missouri
$5.8M +$568K +16,479 +11%
FHC
44
First Heartland Consultants
Missouri
$5.31M +$194K +5,619 +4%
IF
45
Integrity Financial
Wyoming
$5.28M +$167K +4,839 +3%
SG
46
Strid Group
Pennsylvania
$5.23M -$316K -9,172 -6%
AC
47
Apella Capital
Connecticut
$4.93M +$580K +16,826 +13%
Citadel Advisors
48
Citadel Advisors
Florida
$4.8M -$728K -21,143 -13%
FFP
49
Freedom Financial Partners
Minnesota
$4.39M +$249K +7,215 +6%
UAG
50
United Advisor Group
Ohio
$4.24M +$387K +11,233 +10%