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Hartford Total Return Bond ETF
HTRB

Overview Fund Activity

95 hedge funds and large institutions have $1.17B invested in Hartford Total Return Bond ETF in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 47 increasing their positions, 27 reducing their positions, and 14 closing their positions.

Holders
95
Holders Change
+4
Holders Change %
+4.4%
% of All Funds
1.39%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.13%
New
19
Increased
47
Reduced
27
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$75.8M
2
UBS Group
2
UBS Group
Switzerland
$44M
3
B
3
Bensler
Washington
$13M
4
CCM
4
Condor Capital Management
New Jersey
$6.61M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$6.29M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$940K
2
Osaic Holdings
2
Osaic Holdings
Arizona
$5.61M
3
WP
3
WMS Partners
Maryland
$39.2M
4
Jane Street
4
Jane Street
New York
$13.9M
5
WWA
5
WCG Wealth Advisors
Nevada
$31.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
76
Royal Bank of Canada
Ontario, Canada
$282K -$87.5K -2,570 -24%
MCA
77
MSH Capital Advisors
Arizona
$254K – – –
Carson Wealth (CWM LLC)
78
Carson Wealth (CWM LLC)
Nebraska
$246K +$12K +353 +5%
SCM
79
Stonehearth Capital Management
Massachusetts
$229K +$229K +6,728 New
FIA
80
Foundations Investment Advisors
Arizona
$223K -$233K -6,813 -51%
PCIA
81
Prime Capital Investment Advisors
Kansas
$221K +$221K +6,507 New
TI
82
Tidal Investments
Wisconsin
$206K -$1.07M -31,437 -84%
GRP
83
Global Retirement Partners
California
$198K +$9.36K +277 +5%
PTC
84
Private Trust Company
Ohio
$126K +$170 +5 +0.1%
CFD
85
Creative Financial Designs
Indiana
$48.6K +$102 +3 +0.2%
RCM
86
Richardson Capital Management
Wisconsin
$39.3K +$39.3K +1,154 New
Morgan Stanley
87
Morgan Stanley
New York
$22.4K +$20.7K +606 +1,212%
PA
88
Parallel Advisors
California
$5.65K -$18.5K -544 -77%
FHA
89
First Horizon Advisors
Tennessee
$4.38K +$34 +1 +0.8%
AWM
90
Able Wealth Management
New Jersey
$2.46K +$2.46K +72 New
GWM
91
Geneos Wealth Management
Colorado
$2.01K +$1.23K +36 +157%
CAL
92
Capital Analysts LLC
Pennsylvania
$2K -$794 -25 -28%
US Bancorp
93
US Bancorp
Minnesota
$1.7K -$1.4K -41 -45%
AWM
94
Abound Wealth Management
Tennessee
$851 +$851 +25 New
FPF
95
First Pacific Financial
Washington
$477 +$477 +14 New
KFG
96
Kingdom Financial Group
Arizona
– -$2.11M -65,890 Closed
LIA
97
LifePlan Investment Advisors
North Carolina
– -$2.09M -65,237 Closed
BOSSRA
98
B.O.S.S. Retirement Advisors
Utah
– -$1.9M -59,257 Closed
SF
99
Slagle Financial
Illinois
– -$840K -26,182 Closed
RPGK
100
Retirement Planning Group (Kansas)
Kansas
– -$814K -25,380 Closed
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