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Hartford Total Return Bond ETF
HTRB

Overview Fund Activity

117 hedge funds and large institutions have $1.52B invested in Hartford Total Return Bond ETF in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 56 increasing their positions, 36 reducing their positions, and 8 closing their positions.

Holders
117
Holders Change
+6
Holders Change %
+5.41%
% of All Funds
1.56%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.15%
New
18
Increased
56
Reduced
36
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HFM
1
Hartford Funds Management
Pennsylvania
$485M
2
NW
2
NewEdge Wealth
Pennsylvania
$24.2M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$30.7M
4
CFP
4
Catalyst Financial Partners
Massachusetts
$9.05M
5
Bank of America
5
Bank of America
North Carolina
$58.4M

Top Sellers

1
AWM
1
Atticus Wealth Management
Florida
$6.2M
2
MML Investors Services
2
MML Investors Services
Massachusetts
$0
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$64.6M
4
WAP
4
Wealthcare Advisory Partners
Pennsylvania
$0
5
MCA
5
MSH Capital Advisors
Arizona
$1.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
51
CFO4Life Group
Texas
$3.68M +$3.68M +110,323 New
FAIM
52
Financial Advocates Investment Management
Washington
$3.24M +$266K +7,973 +9%
Envestnet Portfolio Solutions
53
Envestnet Portfolio Solutions
Illinois
$3.24M +$133K +3,993 +4%
KSWA
54
Kathleen S. Wright Associates
Pennsylvania
$3.24M +$118K +3,555 +4%
Citadel Advisors
55
Citadel Advisors
Florida
$3.23M +$3.23M +97,057 New
DC
56
Davenport & Co
Virginia
$2.88M +$46.6K +1,399 +2%
MFG
57
Merit Financial Group
Georgia
$2.73M -$86.2K -2,587 -3%
Baird Financial Group
58
Baird Financial Group
Wisconsin
$2.54M -$70.5K -2,114 -3%
LSL
59
Legacy Solutions LLC
Pennsylvania
$2.27M +$2.27M +67,961 New
FTUS
60
Flow Traders U.S.
New York
$2.24M +$1.95M +58,448 +671%
FFP
61
Freedom Financial Partners
Minnesota
$1.99M +$1.99M +59,650 New
AWS
62
Atria Wealth Solutions
New York
$1.94M -$1.41M -41,955 -42%
CIA
63
Concurrent Investment Advisors
Florida
$1.88M -$366K -10,971 -16%
CTC
64
Central Trust Company
Missouri
$1.82M +$414K +12,414 +29%
MCA
65
MSH Capital Advisors
Arizona
$1.6M -$1.48M -44,423 -48%
MWM
66
MBE Wealth Management
Wisconsin
$1.39M +$264K +7,922 +23%
JPMorgan Chase & Co
67
JPMorgan Chase & Co
New York
$1.29M +$96K +2,880 +8%
LFA
68
Laraway Financial Advisors
Minnesota
$1.22M -$7.33K -220 -0.6%
GAM
69
Gotham Asset Management
New York
$1.12M – – –
WIM
70
Westside Investment Management
California
$892K +$40K +1,200 +5%
P
71
&Partners
Tennessee
$886K +$237K +7,116 +37%
HF
72
HRT Financial
New York
$869K +$869K +26,090 New
EH
73
Equitable Holdings
New York
$768K -$138K -4,126 -15%
IWA
74
Inspirion Wealth Advisors
Illinois
$708K -$2.65K -80 -0.4%
MCM
75
MAI Capital Management
Ohio
$677K +$677K +20,313 New
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3
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