Hartford Total Return Bond ETF
HTRB
52 hedge funds and large institutions have $832M invested in Hartford Total Return Bond ETF in 2021 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 25 increasing their positions, 10 reducing their positions, and 8 closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 10
63% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 8
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
12% more capital invested
Capital invested by funds: $746M → $832M (+$86.2M)
11% more funds holding
Funds holding: 47 → 52 (+5)
1.14% more ownership
Funds ownership: 88.8% → 89.94% (+1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HFM
Hartford Funds Management
Wayne,
Pennsylvania
|
+$34.9M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$14.5M |
| 3 |
BFG
Berger Financial Group
Plymouth,
Minnesota
|
+$14.1M |
| 4 |
RA
Rational Advisors
Huntington,
New York
|
+$13.1M |
| 5 |
GPWA
Great Point Wealth Advisors
Boston,
Massachusetts
|
+$7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LFA
Legacy Financial Advisors
Covington,
Kentucky
|
-$12.8M |
| 2 |
LPL Financial
San Diego,
California
|
-$6.96M |
| 3 |
IF
IRON Financial
Northbrook,
Illinois
|
-$3.39M |
| 4 |
GSWM
Golden State Wealth Management
Santa Ana,
California
|
-$3.3M |
| 5 |
F
F3Logic
Burnsville,
Minnesota
|
-$2.28M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PCA
51
Providence Capital Advisors
Charlotte,
North Carolina
| $12K | – | – | – |
|
|
LFA
52
Legacy Financial Advisors
Covington,
Kentucky
| – | -$12.8M | -307,850 | Closed |
|
|
GSWM
53
Golden State Wealth Management
Santa Ana,
California
| – | -$3.3M | -79,012 | Closed |
|
|
F
54
F3Logic
Burnsville,
Minnesota
| – | -$2.28M | -54,566 | Closed |
|
|
FTUS
55
Flow Traders U.S.
New York
| – | -$1.27M | -30,493 | Closed |
|
56
Citadel Advisors
Miami,
Florida
| – | -$628K | -15,048 | Closed |
|
|
KFGK
57
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
| – | -$384K | -9,207 | Closed |
|
58
Morgan Stanley
New York
| – | -$9K | -205 | Closed |
|
59
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$3K | -77 | Closed |
|
|
AA
60
Ancora Advisors
Cleveland,
Ohio
| – | +$369 | +9 | New |
|
HTRB Hedge Fund Activity: Q1 2021 in Review
52 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Hartford Total Return Bond ETF (HTRB) for Q1 2021, worth a combined $832M — up 12% from $746M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new HTRB positions and 8 closed out — a net gain of 5 holders — while 25 added to existing stakes and 10 trimmed.
The largest buyer was Hartford Funds Management, adding an estimated $34.9M. The largest seller was Legacy Financial Advisors, exiting entirely with an estimated $12.8M sold.
- 52 institutional investors held Hartford Total Return Bond ETF (HTRB) as of Q1 2021, up from 47 in Q4 2020.
- Funds reported $832M of Hartford Total Return Bond ETF stock for Q1 2021, up 12% quarter-over-quarter.
- 13 funds opened new Hartford Total Return Bond ETF positions in Q1 2021 and 8 closed out, a net change of +5 holders.
- The largest Hartford Total Return Bond ETF buyer in Q1 2021 was Hartford Funds Management, an estimated $34.9M added.
- The largest Hartford Total Return Bond ETF seller in Q1 2021 was Legacy Financial Advisors, an estimated $12.8M sold.
Based on aggregated 13F filings for Q1 2021.