Hartford Total Return Bond ETF
HTRB
57 hedge funds and large institutions have $882M invested in Hartford Total Return Bond ETF in 2021 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 14 reducing their positions, and 4 closing their positions.
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
107% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 14
8% more funds holding
Funds holding: 53 → 57 (+4)
0.11% more ownership
Funds ownership: 89.33% → 89.43% (+0.11%)
0% more funds holding in top 10
Funds holding in top 10: 10 → 10 (0)
2% less capital invested
Capital invested by funds: $904M → $882M (-$22.4M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HFM
Hartford Funds Management
Wayne,
Pennsylvania
|
+$18.1M |
| 2 |
Jane Street
New York
|
+$15.5M |
| 3 |
FPIS
Financial Planning & Information Services
De Pere,
Wisconsin
|
+$11M |
| 4 |
SWM
Spire Wealth Management
Mclean,
Virginia
|
+$1.86M |
| 5 |
RA
RFG Advisory
Birmingham,
Alabama
|
+$1.42M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Rational Advisors
Huntington,
New York
|
-$38.1M |
| 2 |
BNP Paribas Financial Markets
Paris,
France
|
-$17.6M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$6.64M |
| 4 |
LPL Financial
San Diego,
California
|
-$4.74M |
| 5 |
Creative Planning
Overland Park,
Kansas
|
-$1.63M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AF
51
Allworth Financial
Folsom,
California
| $29K | +$27.1K | +658 | +1,430% |
|
|
LWM
52
Liberty Wealth Management
Oakland,
California
| $28K | +$165 | +4 | +0.6% |
|
|
CTC
53
Central Trust Company
Jefferson City,
Missouri
| $25K | +$16K | +389 | +173% |
|
|
AF
54
Advisornet Financial
Minnetonka,
Minnesota
| $24K | – | – | – |
|
55
Osaic Holdings
Scottsdale,
Arizona
| $21K | +$4.89K | +119 | +30% |
|
|
PCA
56
Providence Capital Advisors
Charlotte,
North Carolina
| $12K | – | – | – |
|
|
SBL
57
Sargent Bickham Lagudis
Boulder,
Colorado
| $3K | +$2.96K | +72 | New |
|
58
Citigroup
New York
| – | -$414K | -10,100 | Closed |
|
|
WAP
59
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| – | -$352K | -8,593 | Closed |
|
|
VA
60
Valmark Advisers
Akron,
Ohio
| – | -$271K | -6,614 | Closed |
|
61
Wells Fargo
San Francisco,
California
| – | -$44K | -1,084 | Closed |
|
HTRB Hedge Fund Activity: Q3 2021 in Review
57 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Hartford Total Return Bond ETF (HTRB) for Q3 2021, worth a combined $882M — down 2.5% from $904M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new HTRB positions and 4 closed out — a net gain of 5 holders — while 29 added to existing stakes and 14 trimmed.
The largest buyer was Hartford Funds Management, adding an estimated $18.1M. The largest seller was Rational Advisors, cutting an estimated $38.1M.
- 57 institutional investors held Hartford Total Return Bond ETF (HTRB) as of Q3 2021, up from 53 in Q2 2021.
- Funds reported $882M of Hartford Total Return Bond ETF stock for Q3 2021, down 2.5% quarter-over-quarter.
- 9 funds opened new Hartford Total Return Bond ETF positions in Q3 2021 and 4 closed out, a net change of +5 holders.
- The largest Hartford Total Return Bond ETF buyer in Q3 2021 was Hartford Funds Management, an estimated $18.1M added.
- The largest Hartford Total Return Bond ETF seller in Q3 2021 was Rational Advisors, an estimated $38.1M sold.
Based on aggregated 13F filings for Q3 2021.