Hartford Total Return Bond ETF
HTRB
67 hedge funds and large institutions have $911M invested in Hartford Total Return Bond ETF in 2022 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 13 increasing their positions, 39 reducing their positions, and 19 closing their positions.
3.94% less ownership
Funds ownership: 97.59% → 93.65% (-3.9%)
12% less funds holding
Funds holding: 76 → 67 (-9)
18% less capital invested
Capital invested by funds: $1.11B → $911M (-$201M)
25% less funds holding in top 10
Funds holding in top 10: 8 → 6 (-2)
37% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 19
67% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 39
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GPWA
Great Point Wealth Advisors
Boston,
Massachusetts
|
+$8.03M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.58M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$2.57M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.81M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
+$715K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HFM
Hartford Funds Management
Wayne,
Pennsylvania
|
-$30.8M |
| 2 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$25.6M |
| 3 |
PI
PFS Investments
Duluth,
Georgia
|
-$15.9M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$14.7M |
| 5 |
BFG
Berger Financial Group
Plymouth,
Minnesota
|
-$13.7M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWS
76
Atria Wealth Solutions
New York
| – | -$205K | -5,552 | Closed |
|
|
PFS
77
Prospera Financial Services
Dallas,
Texas
| – | -$67K | -1,831 | Closed |
|
|
MCC
78
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$54K | -1,475 | Closed |
|
79
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$24K | -640 | Closed |
|
|
GWMIA
80
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
| – | -$16K | -442 | Closed |
|
|
EWA
81
EverSource Wealth Advisors
Birmingham,
Alabama
| – | -$4K | -105 | Closed |
|
|
SBL
82
Sargent Bickham Lagudis
Boulder,
Colorado
| – | -$3K | -72 | Closed |
|
83
US Bancorp
Minneapolis,
Minnesota
| – | -$2K | -50 | Closed |
|
84
Koshinski Asset Management
Decatur,
Illinois
| – | -$957 | -26 | Closed |
|
85
Fidelity Investments
Boston,
Massachusetts
| – | +$35 | +1 | New |
|
HTRB Hedge Fund Activity: Q2 2022 in Review
67 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Hartford Total Return Bond ETF (HTRB) for Q2 2022, worth a combined $911M — down 18% from $1.11B a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of HTRB and 12 opened new positions — a net loss of 7 holders — while 39 trimmed existing stakes and 13 added.
The largest buyer was Great Point Wealth Advisors, opening a new position worth an estimated $8.03M. The largest seller was Hartford Funds Management, cutting an estimated $30.8M.
- 67 institutional investors held Hartford Total Return Bond ETF (HTRB) as of Q2 2022, down from 76 in Q1 2022.
- Funds reported $911M of Hartford Total Return Bond ETF stock for Q2 2022, down 18% quarter-over-quarter.
- 12 funds opened new Hartford Total Return Bond ETF positions in Q2 2022 and 19 closed out, a net change of -7 holders.
- The largest Hartford Total Return Bond ETF buyer in Q2 2022 was Great Point Wealth Advisors, an estimated $8.03M added.
- The largest Hartford Total Return Bond ETF seller in Q2 2022 was Hartford Funds Management, an estimated $30.8M sold.
Based on aggregated 13F filings for Q2 2022.