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Hartford Total Return Bond ETF
HTRB

Overview Fund Activity

89 hedge funds and large institutions have $1.29B invested in Hartford Total Return Bond ETF in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 56 increasing their positions, 25 reducing their positions, and 12 closing their positions.

Holders
89
Holders Change
-6
Holders Change %
-6.32%
% of All Funds
1.29%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
8
Increased
56
Reduced
25
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACM
1
Advance Capital Management
Michigan
$12.7M
2
WP
2
WMS Partners
Maryland
$49M
3
HFM
3
Hartford Funds Management
Pennsylvania
$478M
4
LPL Financial
4
LPL Financial
California
$23.8M
5
FPIS
5
Financial Planning & Information Services
Wisconsin
$37M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
RJA
2
Raymond James & Associates
Florida
$4.91M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$68.8M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$0
5
WWA
5
WCG Wealth Advisors
Nevada
$26.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
76
Stonehearth Capital Management
Massachusetts
$239K +$11.6K +343 +5%
PCIA
77
Prime Capital Investment Advisors
Kansas
$220K +$101 +3 +0%
PTC
78
Private Trust Company
Ohio
$125K +$101 +3 +0.1%
GWS
79
Glassman Wealth Services
Virginia
$124K +$124K +3,687 New
TF
80
Tompkins Financial
New York
$96.5K +$96.5K +2,861 New
HI
81
Harbour Investments
Wisconsin
$91.4K +$91.4K +2,709 New
CFD
82
Creative Financial Designs
Indiana
$46.1K -$2.13K -63 -4%
US Bancorp
83
US Bancorp
Minnesota
$41.8K +$40.2K +1,190 +2,380%
RCM
84
Richardson Capital Management
Wisconsin
$39.4K +$439 +13 +1%
JWA
85
JFS Wealth Advisors
Pennsylvania
$22.2K +$22.2K +659 New
CAL
86
Capital Analysts LLC
Pennsylvania
$5K +$2.68K +73 +116%
FHA
87
First Horizon Advisors
Tennessee
$4.39K +$68 +2 +2%
KFS
88
Kelly Financial Services
Massachusetts
$2.18K +$2.18K +64 New
Morgan Stanley
89
Morgan Stanley
New York
$39 -$25.5K -655 -100%
Jane Street
90
Jane Street
New York
– -$13.9M -407,814 Closed
Bank of Montreal
91
Bank of Montreal
Ontario, Canada
– -$6.29M -184,968 Closed
FTUS
92
Flow Traders U.S.
New York
– -$462K -13,577 Closed
SHFA
93
Sherrill & Hutchins Financial Advisory
Georgia
– -$362K -10,648 Closed
RJT
94
Raymond James Trust
Florida
– -$326K -9,574 Closed
FIA
95
Foundations Investment Advisors
Arizona
– -$223K -6,544 Closed
TI
96
Tidal Investments
Wisconsin
– -$206K -6,058 Closed
PA
97
Parallel Advisors
California
– -$5.65K -166 Closed
AWM
98
Able Wealth Management
New Jersey
– -$2.46K -72 Closed
GWM
99
Geneos Wealth Management
Colorado
– -$2.01K -59 Closed
AWM
100
Abound Wealth Management
Tennessee
– -$851 -25 Closed
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4
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