HTRB icon

Hartford Total Return Bond ETF

86 hedge funds and large institutions have $1.04B invested in Hartford Total Return Bond ETF in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 37 increasing their positions, 26 reducing their positions, and 7 closing their positions.

Holders
86
Holders Change
+8
Holders Change %
+10.26%
% of All Funds
1.36%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
17
Increased
37
Reduced
26
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TFA
51
Tranquilli Financial Advisor
New Jersey
$662K +$101K +3,030 +18%
FIA
52
Foundations Investment Advisors
Arizona
$607K +$607K +18,172 New
GSEP
53
Golden State Equity Partners
California
$601K -$1.8M -53,905 -75%
CA
54
Cetera Advisors
Colorado
$565K +$321K +9,591 +131%
AF
55
Allworth Financial
California
$563K -$35.7K -1,067 -6%
FA
56
Financial Advantage
Maryland
$521K
RPGK
57
Retirement Planning Group (Kansas)
Kansas
$471K
CW
58
CreativeOne Wealth
Kansas
$462K -$46.2K -1,381 -9%
KP
59
Keel Point
Alabama
$422K +$104K +3,113 +33%
Creative Planning
60
Creative Planning
Kansas
$421K +$3.48K +104 +0.8%
RJA
61
Raymond James & Associates
Florida
$416K +$416K +12,444 New
Wells Fargo
62
Wells Fargo
California
$380K +$380K +11,360 New
CBC
63
Coombe, Bender & Co
New York
$371K -$20K -598 -5%
Susquehanna International Group
64
Susquehanna International Group
Pennsylvania
$370K +$370K +11,063 New
FA
65
Fermata Advisors
California
$355K -$25.9K -775 -7%
Stifel Financial
66
Stifel Financial
Missouri
$348K -$2.8M -83,700 -89%
JPMorgan Chase & Co
67
JPMorgan Chase & Co
New York
$322K +$322K +9,644 New
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$309K -$244K -7,297 -44%
FFS
69
Founders Financial Securities
Maryland
$284K +$58.7K +1,757 +26%
HighTower Advisors
70
HighTower Advisors
Illinois
$278K +$64.9K +1,951 +30%
SW
71
Simplicity Wealth
New Jersey
$273K +$29.9K +894 +12%
MCA
72
MSH Capital Advisors
Arizona
$250K +$250K +7,477 New
IF
73
Intrua Financial
Texas
$238K -$24.8K -743 -9%
SCM
74
Stonehearth Capital Management
Massachusetts
$223K +$223K +6,673 New
GRP
75
Global Retirement Partners
California
$186K +$33 +1 +0%