Hartford Total Return Bond ETF
HTRB
83 hedge funds and large institutions have $885M invested in Hartford Total Return Bond ETF in 2022 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 36 increasing their positions, 26 reducing their positions, and 5 closing their positions.
260% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 5
38% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 26
15% more funds holding
Funds holding: 72 → 83 (+11)
5% more capital invested
Capital invested by funds: $844M → $885M (+$41.1M)
0.84% more ownership
Funds ownership: 92.17% → 93.01% (+0.84%)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$9.93M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$8.95M |
| 3 |
MFGM
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
+$7.91M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$4.95M |
| 5 |
HFS
Howard Financial Services
Dallas,
Texas
|
+$4.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$9.52M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$9.28M |
| 3 |
DWP
Destiny Wealth Partners
Tavares,
Florida
|
-$8.46M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
-$4.53M |
| 5 |
BC
Brio Consultants
San Francisco,
California
|
-$2.52M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $23K | -$34.6K | -1,056 | -61% |
|
|
BAM
77
Belpointe Asset Management
Reno,
Nevada
| $19.8K | +$19.7K | +600 | New |
|
|
PTC
78
Private Trust Company
Cleveland,
Ohio
| $13K | – | – | – |
|
|
IA
79
IFP Advisors
Tampa,
Florida
| $4K | – | – | – |
|
|
FHA
80
First Horizon Advisors
Memphis,
Tennessee
| $3.34K | +$33 | +1 | +1% |
|
|
HGWM
81
Harvest Group Wealth Management
Waltham,
Massachusetts
| $1.52K | – | – | – |
|
82
US Bancorp
Minneapolis,
Minnesota
| $562 | +$131 | +4 | +31% |
|
83
Fidelity Investments
Boston,
Massachusetts
| $33 | +$33 | +1 | New |
|
84
JP Morgan Chase
New York
| – | -$1.19M | -36,702 | Closed |
|
|
NA
85
NewEdge Advisors
New Orleans,
Louisiana
| – | -$494K | -15,216 | Closed |
|
|
PA
86
Parallel Advisors
San Francisco,
California
| – | -$26K | -805 | Closed |
|
|
NSIM
87
North Star Investment Management
Chicago,
Illinois
| – | -$6K | -181 | Closed |
|
88
Rockefeller Capital Management
New York
| – | -$3K | -106 | Closed |
|
HTRB Hedge Fund Activity: Q4 2022 in Review
83 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Hartford Total Return Bond ETF (HTRB) for Q4 2022, worth a combined $885M — up 4.9% from $844M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new HTRB positions and 5 closed out — a net gain of 13 holders — while 36 added to existing stakes and 26 trimmed.
The largest buyer was OneDigital Investment Advisors, opening a new position worth an estimated $9.93M. The largest seller was AE Wealth Management, cutting an estimated $9.52M.
- 83 institutional investors held Hartford Total Return Bond ETF (HTRB) as of Q4 2022, up from 72 in Q3 2022.
- Funds reported $885M of Hartford Total Return Bond ETF stock for Q4 2022, up 4.9% quarter-over-quarter.
- 18 funds opened new Hartford Total Return Bond ETF positions in Q4 2022 and 5 closed out, a net change of +13 holders.
- The largest Hartford Total Return Bond ETF buyer in Q4 2022 was OneDigital Investment Advisors, an estimated $9.93M added.
- The largest Hartford Total Return Bond ETF seller in Q4 2022 was AE Wealth Management, an estimated $9.52M sold.
Based on aggregated 13F filings for Q4 2022.