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Hartford Total Return Bond ETF

125 hedge funds and large institutions have $1.68B invested in Hartford Total Return Bond ETF in 2025 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 56 increasing their positions, 43 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
76
Kestra Advisory Services
Texas
$613K
SW
77
Simplicity Wealth
New Jersey
$610K
VFG
78
Victory Financial Group
Texas
$545K
Rockefeller Capital Management
79
Rockefeller Capital Management
New York
$527K
KFG
80
Kingdom Financial Group
Arizona
$489K
IWC
81
Integrated Wealth Concepts
Massachusetts
$459K
Bank of Montreal
82
Bank of Montreal
Ontario, Canada
$433K
AQR Capital Management
83
AQR Capital Management
Connecticut
$405K
Natixis Advisors
84
Natixis Advisors
Massachusetts
$401K
Comerica Bank
85
Comerica Bank
Texas
$380K
FA
86
Fermata Advisors
California
$373K
Janney Montgomery Scott
87
Janney Montgomery Scott
Pennsylvania
$338K
MCM
88
MAI Capital Management
Ohio
$337K
Cambridge Investment Research Advisors
89
Cambridge Investment Research Advisors
Iowa
$327K
SCM
90
Stonehearth Capital Management
Massachusetts
$323K
IWA
91
Inspirion Wealth Advisors
Illinois
$322K
KP
92
Keel Point
Alabama
$313K
AF
93
Allworth Financial
California
$267K
Carson Wealth (CWM LLC)
94
Carson Wealth (CWM LLC)
Nebraska
$265K
WETS
95
Wealth Enhancement Trust Services
South Dakota
$252K
CIA
96
Concurrent Investment Advisors
Florida
$238K
KF
97
Krilogy Financial
Missouri
$224K
WAP
98
Wealthcare Advisory Partners
Pennsylvania
$221K
CIBC Private Wealth Group
99
CIBC Private Wealth Group
Georgia
$210K
MML Investors Services
100
MML Investors Services
Massachusetts
$202K