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Hartford Total Return Bond ETF
HTRB

Overview Fund Activity

95 hedge funds and large institutions have $1.17B invested in Hartford Total Return Bond ETF in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 47 increasing their positions, 27 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
+4
Holders Change %
+4.4%
% of All Funds
1.39%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.13%
New
19
Increased
47
Reduced
27
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$75.8M
2
UBS Group
2
UBS Group
Switzerland
$44M
3
B
3
Bensler
Washington
$13M
4
CCM
4
Condor Capital Management
New Jersey
$6.61M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$6.29M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$940K
2
Osaic Holdings
2
Osaic Holdings
Arizona
$5.61M
3
WP
3
WMS Partners
Maryland
$39.2M
4
Jane Street
4
Jane Street
New York
$13.9M
5
WWA
5
WCG Wealth Advisors
Nevada
$31.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFA
51
Laraway Financial Advisors
Minnesota
$1.26M -$37.2K -1,093 -3%
Citadel Advisors
52
Citadel Advisors
Florida
$1.25M -$1.95M -57,297 -61%
AWM
53
AE Wealth Management
Kansas
$940K -$83.1M -2,465,684 -99%
KP
54
Keel Point
Alabama
$801K +$320K +9,398 +66%
EH
55
Equitable Holdings
New York
$801K +$801K +23,525 New
PAG
56
Private Advisor Group
New Jersey
$768K +$101K +2,955 +15%
IWA
57
Inspirion Wealth Advisors
Illinois
$766K -$13K -385 -2%
SI
58
Saxon Interests
Texas
$724K +$724K +21,273 New
TFA
59
Tranquilli Financial Advisor
New Jersey
$715K +$13.5K +398 +2%
WIM
60
Westside Investment Management
California
$689K +$25.5K +750 +4%
MML Investors Services
61
MML Investors Services
Massachusetts
$632K +$632K +18,572 New
CA
62
Cetera Advisors
Colorado
$609K +$9.19K +270 +2%
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
$591K -$24.6K -722 -4%
AF
64
Allworth Financial
California
$505K +$17.4K +510 +4%
FTUS
65
Flow Traders U.S.
New York
$462K +$462K +13,577 New
Janney Montgomery Scott
66
Janney Montgomery Scott
Pennsylvania
$399K +$6.81K +200 +2%
UAG
67
United Advisor Group
Ohio
$397K +$397K +11,513 New
CBC
68
Coombe, Bender & Co
New York
$375K -$3.81K -112 -1%
FA
69
Fermata Advisors
California
$368K +$1.57K +46 +0.4%
SHFA
70
Sherrill & Hutchins Financial Advisory
Georgia
$362K +$362K +10,648 New
CGFA
71
Colton Groome Financial Advisors
North Carolina
$362K -$416K -12,229 -53%
Comerica Bank
72
Comerica Bank
Texas
$347K +$245K +7,200 +240%
RJT
73
Raymond James Trust
Florida
$326K – – –
SW
74
Simplicity Wealth
New Jersey
$312K +$30.6K +898 +11%
FFS
75
Founders Financial Securities
Maryland
$307K +$19.4K +569 +7%
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