Hartford Total Return Bond ETF
HTRB
111 hedge funds and large institutions have $1.45B invested in Hartford Total Return Bond ETF in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 53 increasing their positions, 31 reducing their positions, and 8 closing their positions.
150% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 8
71% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 31
63% more funds holding in top 10
Funds holding in top 10: 8 → 13 (+5)
14% more capital invested
Capital invested by funds: $1.27B → $1.45B (+$180M)
12% more funds holding
Funds holding: 99 → 111 (+12)
0.8% less ownership
Funds ownership: 79.48% → 78.68% (-0.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCIA
Mountain Capital Investment Advisors
Westminster,
Colorado
|
+$33.9M |
| 2 |
CAAM
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
+$20.4M |
| 3 |
AWM
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
+$12.2M |
| 4 |
VWA
Visionary Wealth Advisors
O'fallon,
Illinois
|
+$11.1M |
| 5 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
+$10.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HFM
Hartford Funds Management
Wayne,
Pennsylvania
|
-$24.4M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
-$13M |
| 3 |
WWA
WCG Wealth Advisors
Las Vegas,
Nevada
|
-$5.71M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$4.01M |
| 5 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$2.64M |
HTRB Hedge Fund Activity: Q3 2024 in Review
111 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Hartford Total Return Bond ETF (HTRB) for Q3 2024, worth a combined $1.45B — up 14% from $1.27B a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new HTRB positions and 8 closed out — a net gain of 12 holders — while 53 added to existing stakes and 31 trimmed.
The largest buyer was Mountain Capital Investment Advisors, opening a new position worth an estimated $33.9M. The largest seller was Hartford Funds Management, cutting an estimated $24.4M.
- 111 institutional investors held Hartford Total Return Bond ETF (HTRB) as of Q3 2024, up from 99 in Q2 2024.
- Funds reported $1.45B of Hartford Total Return Bond ETF stock for Q3 2024, up 14% quarter-over-quarter.
- 20 funds opened new Hartford Total Return Bond ETF positions in Q3 2024 and 8 closed out, a net change of +12 holders.
- The largest Hartford Total Return Bond ETF buyer in Q3 2024 was Mountain Capital Investment Advisors, an estimated $33.9M added.
- The largest Hartford Total Return Bond ETF seller in Q3 2024 was Hartford Funds Management, an estimated $24.4M sold.
Based on aggregated 13F filings for Q3 2024.