HTRB icon

Hartford Total Return Bond ETF

117 hedge funds and large institutions have $1.55B invested in Hartford Total Return Bond ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 55 increasing their positions, 38 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
117
Holders Change
+5
Holders Change %
+4.46%
% of All Funds
1.57%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.15%
New
13
Increased
55
Reduced
38
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KSWA
51
Kathleen S. Wright Associates
Pennsylvania
$3.47M +$104K +3,071 +3%
UAG
52
United Advisor Group
Ohio
$3.44M +$2.72M +80,304 +379%
IWC
53
Integrated Wealth Concepts
Massachusetts
$2.98M +$554K +16,371 +23%
Baird Financial Group
54
Baird Financial Group
Wisconsin
$2.9M -$90.7K -2,677 -3%
DC
55
Davenport & Co
Virginia
$2.86M +$4.57K +135 +0.2%
MWM
56
MBE Wealth Management
Wisconsin
$2.67M +$94.7K +2,797 +4%
CWM
57
Congress Wealth Management
Massachusetts
$2.63M +$2.63M +77,537 New
IF
58
Integrity Financial
Wyoming
$2.55M +$2.55M +75,022 New
LSL
59
Legacy Solutions LLC
Pennsylvania
$2.48M +$42.6K +1,259 +2%
CTC
60
Central Trust Company
Missouri
$2.27M +$168K +4,955 +8%
AI
61
Atria Investments
North Carolina
$1.94M +$1.94M +57,326 New
KWM
62
Kingsview Wealth Management
Oregon
$1.94M +$572K +16,892 +42%
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
$1.59M +$1.36M +40,098 +592%
GSWM
64
Golden State Wealth Management
California
$1.54M -$35.3K -1,043 -2%
SW
65
Simplicity Wealth
New Jersey
$1.32M +$628K +18,532 +90%
P
66
&Partners
Tennessee
$1.26M +$272K +8,040 +28%
LFA
67
Laraway Financial Advisors
Minnesota
$1.22M -$29.6K -875 -2%
GAM
68
Gotham Asset Management
New York
$1.19M -$33.2K -981 -3%
MCA
69
MSH Capital Advisors
Arizona
$1.09M -$4.61K -136 -0.4%
KPWS
70
Kestra Private Wealth Services
Texas
$980K +$627K +18,520 +178%
PWP
71
PrairieView Wealth Partners
Illinois
$814K +$814K +24,034 New
WIM
72
Westside Investment Management
California
$786K
SA
73
Sovran Advisors
California
$762K +$312K +9,291 +70%
IWA
74
Inspirion Wealth Advisors
Illinois
$711K +$169 +5 +0%
OMC
75
Old Mission Capital
Illinois
$657K -$986K -29,113 -60%