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Hartford Total Return Bond ETF

117 hedge funds and large institutions have $1.6B invested in Hartford Total Return Bond ETF in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 57 increasing their positions, 40 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 40

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

2% more capital invested

Capital invested by funds: $1.56B → $1.6B (+$35.7M)

0.17% more ownership

Funds ownership: 77.32%77.49% (+0.17%)

1% less funds holding

Funds holding: 118117 (-1)

Holders
117
Holders Change
-1
Holders Change %
-0.85%
% of All Funds
1.54%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.18%
New
12
Increased
57
Reduced
40
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
76
Morgan Stanley
New York
$707K +$597K +17,563 +575%
SW
77
Simplicity Wealth
New Jersey
$646K -$687K -20,194 -52%
CP
78
Clarendon Private
Massachusetts
$602K +$200K +5,873 +50%
VFG
79
Victory Financial Group
Texas
$548K -$35.3K -1,038 -6%
Rockefeller Capital Management
80
Rockefeller Capital Management
New York
$534K +$1.6K +47 +0.3%
Thrivent Financial for Lutherans
81
Thrivent Financial for Lutherans
Minnesota
$519K -$34.5M -1,015,713 -99%
KAS
82
Kestra Advisory Services
Texas
$515K +$226K +6,652 +79%
KP
83
Keel Point
Alabama
$388K -$161K -4,726 -29%
Cambridge Investment Research Advisors
84
Cambridge Investment Research Advisors
Iowa
$383K -$60.2K -1,771 -14%
Comerica Bank
85
Comerica Bank
Texas
$382K
Janney Montgomery Scott
86
Janney Montgomery Scott
Pennsylvania
$364K -$29.9K -880 -8%
FA
87
Fermata Advisors
California
$350K -$37.3K -1,096 -10%
MCM
88
MAI Capital Management
Ohio
$342K -$18.8K -554 -5%
AQR Capital Management
89
AQR Capital Management
Connecticut
$324K +$321K +9,436 New
AF
90
Allworth Financial
California
$302K -$58.1K -1,709 -16%
SCM
91
Stonehearth Capital Management
Massachusetts
$298K -$11K -323 -4%
Carson Wealth (CWM LLC)
92
Carson Wealth (CWM LLC)
Nebraska
$280K +$31.3K +920 +13%
FTUS
93
Flow Traders U.S.
New York
$276K +$62.6K +1,841 +30%
TSS
94
Two Sigma Securities
New York
$273K +$271K +7,972 New
KF
95
Krilogy Financial
Missouri
$224K +$222K +6,530 New
WAP
96
Wealthcare Advisory Partners
Pennsylvania
$222K +$220K +6,472 New
CIA
97
Concurrent Investment Advisors
Florida
$213K -$5.1K -150 -2%
MML Investors Services
98
MML Investors Services
Massachusetts
$200K +$199K +5,843 New
BDPWM
99
Barnes Dennig Private Wealth Management
Ohio
$156K +$13.1K +385 +9%
GWS
100
Glassman Wealth Services
Virginia
$126K