Hartford Total Return Bond ETF
HTRB
117 hedge funds and large institutions have $1.52B invested in Hartford Total Return Bond ETF in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 56 increasing their positions, 36 reducing their positions, and 8 closing their positions.
125% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 8
56% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 36
5% more funds holding
Funds holding: 111 → 117 (+6)
5% more capital invested
Capital invested by funds: $1.45B → $1.52B (+$68.7M)
1.06% less ownership
Funds ownership: 78.68% → 77.62% (-1.1%)
15% less funds holding in top 10
Funds holding in top 10: 13 → 11 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HFM
Hartford Funds Management
Wayne,
Pennsylvania
|
+$28.4M |
| 2 |
NW
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
+$20.8M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$14.8M |
| 4 |
CFP
Catalyst Financial Partners
Boston,
Massachusetts
|
+$9.23M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
-$5.72M |
| 2 |
MML Investors Services
Springfield,
Massachusetts
|
-$2.38M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$1.89M |
| 4 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
-$1.85M |
| 5 |
MCA
MSH Capital Advisors
Scottsdale,
Arizona
|
-$1.51M |
HTRB Hedge Fund Activity: Q4 2024 in Review
117 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Hartford Total Return Bond ETF (HTRB) for Q4 2024, worth a combined $1.52B — up 4.7% from $1.45B a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new HTRB positions and 8 closed out — a net gain of 10 holders — while 56 added to existing stakes and 36 trimmed.
The largest buyer was Hartford Funds Management, adding an estimated $28.4M. The largest seller was Atticus Wealth Management, cutting an estimated $5.72M.
- 117 institutional investors held Hartford Total Return Bond ETF (HTRB) as of Q4 2024, up from 111 in Q3 2024.
- Funds reported $1.52B of Hartford Total Return Bond ETF stock for Q4 2024, up 4.7% quarter-over-quarter.
- 18 funds opened new Hartford Total Return Bond ETF positions in Q4 2024 and 8 closed out, a net change of +10 holders.
- The largest Hartford Total Return Bond ETF buyer in Q4 2024 was Hartford Funds Management, an estimated $28.4M added.
- The largest Hartford Total Return Bond ETF seller in Q4 2024 was Atticus Wealth Management, an estimated $5.72M sold.
Based on aggregated 13F filings for Q4 2024.