Hartford Total Return Bond ETF
HTRB
53 hedge funds and large institutions have $904M invested in Hartford Total Return Bond ETF in 2021 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 12 reducing their positions, and 7 closing their positions.
133% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 12
14% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 7
11% more funds holding in top 10
Funds holding in top 10: 9 → 10 (+1)
9% more capital invested
Capital invested by funds: $832M → $904M (+$72M)
2% more funds holding
Funds holding: 52 → 53 (+1)
0.61% less ownership
Funds ownership: 89.94% → 89.33% (-0.61%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Rational Advisors
Huntington,
New York
|
+$25.4M |
| 2 |
BNP Paribas Financial Markets
Paris,
France
|
+$11.3M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$3.87M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$3.27M |
| 5 |
GSEP
Golden State Equity Partners
South Coast Metro,
California
|
+$2.96M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.4M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.11M |
| 3 |
LPL Financial
San Diego,
California
|
-$1.92M |
| 4 |
CAAS
Capital Asset Advisory Services
Williamston,
Michigan
|
-$773K |
| 5 |
Jane Street
New York
|
-$622K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PCA
51
Providence Capital Advisors
Charlotte,
North Carolina
| $12K | – | – | – |
|
|
CTC
52
Central Trust Company
Jefferson City,
Missouri
| $9K | +$9.15K | +225 | New |
|
|
AF
53
Allworth Financial
Folsom,
California
| $2K | +$1.87K | +46 | New |
|
|
54
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$3.4M | -84,418 | Closed |
|
|
55
Jane Street
New York
| – | -$622K | -15,476 | Closed |
|
|
GWM
56
Geneos Wealth Management
Englewood,
Colorado
| – | -$519K | -12,819 | Closed |
|
|
IWM
57
IHT Wealth Management
Chicago,
Illinois
| – | -$249K | -6,200 | Closed |
|
|
FHA
58
Flagship Harbor Advisors
Boston,
Massachusetts
| – | -$214K | -5,323 | Closed |
|
|
CFO
59
Collective Family Office
York,
Pennsylvania
| – | -$201K | -5,000 | Closed |
|
HTRB Hedge Fund Activity: Q2 2021 in Review
53 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Hartford Total Return Bond ETF (HTRB) for Q2 2021, worth a combined $904M — up 8.7% from $832M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new HTRB positions and 7 closed out — a net gain of 1 holder — while 28 added to existing stakes and 12 trimmed.
The largest buyer was Rational Advisors, adding an estimated $25.4M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $3.4M sold.
- 53 institutional investors held Hartford Total Return Bond ETF (HTRB) as of Q2 2021, up from 52 in Q1 2021.
- Funds reported $904M of Hartford Total Return Bond ETF stock for Q2 2021, up 8.7% quarter-over-quarter.
- 8 funds opened new Hartford Total Return Bond ETF positions in Q2 2021 and 7 closed out, a net change of +1 holder.
- The largest Hartford Total Return Bond ETF buyer in Q2 2021 was Rational Advisors, an estimated $25.4M added.
- The largest Hartford Total Return Bond ETF seller in Q2 2021 was Susquehanna International Group, an estimated $3.4M sold.
Based on aggregated 13F filings for Q2 2021.