Hartford Total Return Bond ETF
HTRB
72 hedge funds and large institutions have $844M invested in Hartford Total Return Bond ETF in 2022 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 23 increasing their positions, 28 reducing their positions, and 9 closing their positions.
78% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 9
7% more funds holding
Funds holding: 67 → 72 (+5)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
1.48% less ownership
Funds ownership: 93.65% → 92.17% (-1.5%)
7% less capital invested
Capital invested by funds: $911M → $844M (-$67.2M)
18% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 28
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$18.2M |
| 2 |
BC
Brio Consultants
San Francisco,
California
|
+$12.4M |
| 3 |
QA
Quantitative Advantage
Minnetonka,
Minnesota
|
+$6.88M |
| 4 |
RCAG
Rehmann Capital Advisory Group
Lansing,
Michigan
|
+$6.49M |
| 5 |
PI
PFS Investments
Duluth,
Georgia
|
+$4.92M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HFM
Hartford Funds Management
Wayne,
Pennsylvania
|
-$24M |
| 2 |
Jane Street
New York
|
-$23.3M |
| 3 |
AF
Allworth Financial
Folsom,
California
|
-$13.8M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$7.52M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$2.51M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAAS
76
Capital Asset Advisory Services
Williamston,
Michigan
| – | -$174K | -5,071 | Closed |
|
|
IWP
77
IAG Wealth Partners
Waukesha,
Wisconsin
| – | -$50K | -1,461 | Closed |
|
78
Morgan Stanley
New York
| – | -$27K | -784 | Closed |
|
|
CA
79
CoreCap Advisors
Southfield,
Michigan
| – | -$1K | -27 | Closed |
|
80
US Bancorp
Minneapolis,
Minnesota
| – | +$446 | +13 | New |
|
HTRB Hedge Fund Activity: Q3 2022 in Review
72 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Hartford Total Return Bond ETF (HTRB) for Q3 2022, worth a combined $844M — down 7.4% from $911M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new HTRB positions and 9 closed out — a net gain of 7 holders — while 23 added to existing stakes and 28 trimmed.
The largest buyer was Horizon Investments, opening a new position worth an estimated $18.2M. The largest seller was Hartford Funds Management, cutting an estimated $24M.
- 72 institutional investors held Hartford Total Return Bond ETF (HTRB) as of Q3 2022, up from 67 in Q2 2022.
- Funds reported $844M of Hartford Total Return Bond ETF stock for Q3 2022, down 7.4% quarter-over-quarter.
- 16 funds opened new Hartford Total Return Bond ETF positions in Q3 2022 and 9 closed out, a net change of +7 holders.
- The largest Hartford Total Return Bond ETF buyer in Q3 2022 was Horizon Investments, an estimated $18.2M added.
- The largest Hartford Total Return Bond ETF seller in Q3 2022 was Hartford Funds Management, an estimated $24M sold.
Based on aggregated 13F filings for Q3 2022.