Hartford Total Return Bond ETF
HTRB
91 hedge funds and large institutions have $1.07B invested in Hartford Total Return Bond ETF in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 45 increasing their positions, 29 reducing their positions, and 5 closing their positions.
140% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 5
55% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 29
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
6% more funds holding
Funds holding: 86 → 91 (+5)
4% more capital invested
Capital invested by funds: $1.04B → $1.07B (+$38M)
3.61% less ownership
Funds ownership: 91.01% → 87.39% (-3.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$17.3M |
| 2 |
Bank of New York Mellon
New York
|
+$16M |
| 3 |
WP
WMS Partners
Towson,
Maryland
|
+$10.2M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$10.1M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$9.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$5.3M |
| 2 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$3.91M |
| 3 |
BC
Brio Consultants
San Francisco,
California
|
-$3.81M |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$3.13M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.9M |
HTRB Hedge Fund Activity: Q3 2023 in Review
91 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Hartford Total Return Bond ETF (HTRB) for Q3 2023, worth a combined $1.07B — up 3.7% from $1.04B a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new HTRB positions and 5 closed out — a net gain of 7 holders — while 45 added to existing stakes and 29 trimmed.
The largest buyer was Jane Street, adding an estimated $17.3M. The largest seller was OneDigital Investment Advisors, cutting an estimated $5.3M.
- 91 institutional investors held Hartford Total Return Bond ETF (HTRB) as of Q3 2023, up from 86 in Q2 2023.
- Funds reported $1.07B of Hartford Total Return Bond ETF stock for Q3 2023, up 3.7% quarter-over-quarter.
- 12 funds opened new Hartford Total Return Bond ETF positions in Q3 2023 and 5 closed out, a net change of +7 holders.
- The largest Hartford Total Return Bond ETF buyer in Q3 2023 was Jane Street, an estimated $17.3M added.
- The largest Hartford Total Return Bond ETF seller in Q3 2023 was OneDigital Investment Advisors, an estimated $5.3M sold.
Based on aggregated 13F filings for Q3 2023.