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Hartford Total Return Bond ETF

117 hedge funds and large institutions have $1.6B invested in Hartford Total Return Bond ETF in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 57 increasing their positions, 40 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 40

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

2% more capital invested

Capital invested by funds: $1.56B → $1.6B (+$35.7M)

0.17% more ownership

Funds ownership: 77.32%77.49% (+0.17%)

1% less funds holding

Funds holding: 118117 (-1)

Holders
117
Holders Change
-1
Holders Change %
-0.85%
% of All Funds
1.54%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.18%
New
12
Increased
57
Reduced
40
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
51
Mariner
Kansas
$4.04M -$192K -5,657 -5%
UAG
52
United Advisor Group
Ohio
$3.87M +$388K +11,417 +11%
KSWA
53
Kathleen S. Wright Associates
Pennsylvania
$3.52M +$10.8K +319 +0.3%
KWM
54
Kingsview Wealth Management
Oregon
$3.36M +$1.38M +40,642 +71%
MFGM
55
Marshall Financial Group (Maryland)
Maryland
$3.07M -$1.06M -31,053 -26%
DC
56
Davenport & Co
Virginia
$2.84M -$52.9K -1,556 -2%
MWM
57
MBE Wealth Management
Wisconsin
$2.77M +$68.5K +2,015 +3%
Baird Financial Group
58
Baird Financial Group
Wisconsin
$2.76M -$171K -5,018 -6%
CTC
59
Central Trust Company
Missouri
$2.67M +$374K +11,003 +16%
LSL
60
Legacy Solutions LLC
Pennsylvania
$2.56M +$54.7K +1,608 +2%
AI
61
Atria Investments
North Carolina
$2.19M +$219K +6,444 +11%
GSWM
62
Golden State Wealth Management
California
$1.55M -$5.85K -172 -0.4%
KPWS
63
Kestra Private Wealth Services
Texas
$1.52M +$526K +15,476 +53%
Susquehanna International Group
64
Susquehanna International Group
Pennsylvania
$1.48M -$125K -3,668 -8%
NA
65
NewEdge Advisors
Louisiana
$1.35M -$6.3M -185,323 -83%
P
66
&Partners
Tennessee
$1.24M -$37.4K -1,100 -3%
LFA
67
Laraway Financial Advisors
Minnesota
$1.23M -$4.76K -140 -0.4%
GAM
68
Gotham Asset Management
New York
$1.2M
SAM
69
Smartleaf Asset Management
Massachusetts
$1.13M +$995K +29,252 +817%
MCA
70
MSH Capital Advisors
Arizona
$1.13M +$24.8K +729 +2%
MFG
71
Mann Financial Group
Minnesota
$1.1M +$1.09M +32,000 New
PWP
72
PrairieView Wealth Partners
Illinois
$821K -$2.79K -82 -0.3%
WIM
73
Westside Investment Management
California
$777K -$18.7K -550 -2%
IWA
74
Inspirion Wealth Advisors
Illinois
$749K +$14.9K +438 +2%
SA
75
Sovran Advisors
California
$725K -$54.9K -1,616 -7%