Hartford Total Return Bond ETF
HTRB
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.
74% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 27
36% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 14
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
9% more capital invested
Capital invested by funds: $1.07B → $1.17B (+$92.3M)
4% more funds holding
Funds holding: 91 → 95 (+4)
4.23% less ownership
Funds ownership: 87.39% → 83.16% (-4.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$69.2M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$23.4M |
| 3 |
B
Bensler
Bellevue,
Washington
|
+$12.5M |
| 4 |
CCM
Condor Capital Management
Martinsville,
New Jersey
|
+$6.33M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$6.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$80.3M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$17.1M |
| 3 |
WP
WMS Partners
Towson,
Maryland
|
-$6.83M |
| 4 |
Jane Street
New York
|
-$6.8M |
| 5 |
WWA
WCG Wealth Advisors
Las Vegas,
Nevada
|
-$5.07M |
HTRB Hedge Fund Activity: Q4 2023 in Review
95 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Hartford Total Return Bond ETF (HTRB) for Q4 2023, worth a combined $1.17B — up 8.6% from $1.07B a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new HTRB positions and 14 closed out — a net gain of 5 holders — while 47 added to existing stakes and 27 trimmed.
The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $69.2M. The largest seller was AE Wealth Management, cutting an estimated $80.3M.
- 95 institutional investors held Hartford Total Return Bond ETF (HTRB) as of Q4 2023, up from 91 in Q3 2023.
- Funds reported $1.17B of Hartford Total Return Bond ETF stock for Q4 2023, up 8.6% quarter-over-quarter.
- 19 funds opened new Hartford Total Return Bond ETF positions in Q4 2023 and 14 closed out, a net change of +5 holders.
- The largest Hartford Total Return Bond ETF buyer in Q4 2023 was Wealth Enhancement Advisory Services, an estimated $69.2M added.
- The largest Hartford Total Return Bond ETF seller in Q4 2023 was AE Wealth Management, an estimated $80.3M sold.
Based on aggregated 13F filings for Q4 2023.