Hartford Total Return Bond ETF
HTRB
76 hedge funds and large institutions have $1.11B invested in Hartford Total Return Bond ETF in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 35 increasing their positions, 21 reducing their positions, and 9 closing their positions.
89% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 9
67% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 21
18% more capital invested
Capital invested by funds: $943M → $1.11B (+$169M)
10% more funds holding
Funds holding: 69 → 76 (+7)
6.74% more ownership
Funds ownership: 90.85% → 97.59% (+6.7%)
27% less funds holding in top 10
Funds holding in top 10: 11 → 8 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$138M |
| 2 |
Jane Street
New York
|
+$35.3M |
| 3 |
HFM
Hartford Funds Management
Wayne,
Pennsylvania
|
+$30.4M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
+$27.5M |
| 5 |
AF
Allworth Financial
Folsom,
California
|
+$15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GPWA
Great Point Wealth Advisors
Boston,
Massachusetts
|
-$19.2M |
| 2 |
RA
Rational Advisors
Huntington,
New York
|
-$16.7M |
| 3 |
BNP Paribas Financial Markets
Paris,
France
|
-$7.49M |
| 4 |
MFGM
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
-$5.17M |
| 5 |
GSEP
Golden State Equity Partners
South Coast Metro,
California
|
-$4.97M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GPWA
76
Great Point Wealth Advisors
Boston,
Massachusetts
| – | -$19.2M | -484,010 | Closed |
|
|
RA
77
Rational Advisors
Huntington,
New York
| – | -$16.7M | -419,409 | Closed |
|
|
78
BNP Paribas Financial Markets
Paris,
France
| – | -$7.49M | -188,421 | Closed |
|
|
CCM
79
Condor Capital Management
Martinsville,
New Jersey
| – | -$4.75M | -119,571 | Closed |
|
|
RJFSA
80
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| – | -$596K | -15,000 | Closed |
|
|
AF
81
Advisornet Financial
Minnetonka,
Minnesota
| – | -$31K | -790 | Closed |
|
|
FHA
82
First Horizon Advisors
Memphis,
Tennessee
| – | -$29K | -733 | Closed |
|
|
PCA
83
Providence Capital Advisors
Charlotte,
North Carolina
| – | -$12K | -296 | Closed |
|
|
CA
84
CoreCap Advisors
Southfield,
Michigan
| – | -$1K | -27 | Closed |
|
|
SCA
85
Stonebridge Capital Advisors
St Paul,
Minnesota
| – | +$457 | +12 | New |
|
HTRB Hedge Fund Activity: Q1 2022 in Review
76 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Hartford Total Return Bond ETF (HTRB) for Q1 2022, worth a combined $1.11B — up 18% from $943M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new HTRB positions and 9 closed out — a net gain of 8 holders — while 35 added to existing stakes and 21 trimmed.
The largest buyer was AE Wealth Management, adding an estimated $138M. The largest seller was Great Point Wealth Advisors, exiting entirely with an estimated $19.2M sold.
- 76 institutional investors held Hartford Total Return Bond ETF (HTRB) as of Q1 2022, up from 69 in Q4 2021.
- Funds reported $1.11B of Hartford Total Return Bond ETF stock for Q1 2022, up 18% quarter-over-quarter.
- 17 funds opened new Hartford Total Return Bond ETF positions in Q1 2022 and 9 closed out, a net change of +8 holders.
- The largest Hartford Total Return Bond ETF buyer in Q1 2022 was AE Wealth Management, an estimated $138M added.
- The largest Hartford Total Return Bond ETF seller in Q1 2022 was Great Point Wealth Advisors, an estimated $19.2M sold.
Based on aggregated 13F filings for Q1 2022.