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Hartford Total Return Bond ETF

116 hedge funds and large institutions have $1.55B invested in Hartford Total Return Bond ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 54 increasing their positions, 38 reducing their positions, and 6 closing their positions.

Holders
116
Holders Change
+4
Holders Change %
+3.57%
% of All Funds
1.56%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.15%
New
13
Increased
54
Reduced
38
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
KSWA
51
Kathleen S. Wright Associates
Pennsylvania
$3.47M 102,419 +3,071 +3%
UAG
52
United Advisor Group
Ohio
$3.44M 101,486 +80,304 +379%
IWC
53
Integrated Wealth Concepts
Massachusetts
$2.98M 87,906 +16,371 +23%
Baird Financial Group
54
Baird Financial Group
Wisconsin
$2.9M 85,517 -2,677 -3%
DC
55
Davenport & Co
Virginia
$2.86M 84,325 +135 +0.2%
MWM
56
MBE Wealth Management
Wisconsin
$2.67M 78,856 +2,797 +4%
CWM
57
Congress Wealth Management
Massachusetts
$2.63M 77,537 +77,537 New
IF
58
Integrity Financial
Wyoming
$2.55M 75,022 +75,022 New
LSL
59
Legacy Solutions LLC
Pennsylvania
$2.48M 73,107 +1,259 +2%
CTC
60
Central Trust Company
Missouri
$2.27M 66,931 +4,955 +8%
AI
61
Atria Investments
North Carolina
$1.94M 57,326 +57,326 New
KWM
62
Kingsview Wealth Management
Oregon
$1.94M 57,260 +16,892 +42%
GSWM
63
Golden State Wealth Management
California
$1.54M 45,407 -1,043 -2%
SW
64
Simplicity Wealth
New Jersey
$1.32M 39,024 +18,532 +90%
P
65
&Partners
Tennessee
$1.26M 37,149 +8,040 +28%
LFA
66
Laraway Financial Advisors
Minnesota
$1.22M 36,000 -875 -2%
GAM
67
Gotham Asset Management
New York
$1.19M 35,093 -981 -3%
MCA
68
MSH Capital Advisors
Arizona
$1.09M 32,085 -136 -0.4%
KPWS
69
Kestra Private Wealth Services
Texas
$980K 28,935 +18,520 +178%
PWP
70
PrairieView Wealth Partners
Illinois
$814K 24,034 +24,034 New
WIM
71
Westside Investment Management
California
$786K 23,200
SA
72
Sovran Advisors
California
$762K 22,659 +9,291 +70%
IWA
73
Inspirion Wealth Advisors
Illinois
$711K 20,988 +5 +0%
OMC
74
Old Mission Capital
Illinois
$657K 19,388 -29,113 -60%
AWS
75
Atria Wealth Solutions
New York
$585K 17,210 -12,067 -41%