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Hartford Total Return Bond ETF

128 hedge funds and large institutions have $1.71B invested in Hartford Total Return Bond ETF in 2025 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 57 increasing their positions, 43 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 5

33% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 43

21% more funds holding in top 10

Funds holding in top 10: 1417 (+3)

9% more funds holding

Funds holding: 117128 (+11)

7% more capital invested

Capital invested by funds: $1.6B → $1.71B (+$111M)

5.38% more ownership

Funds ownership: 77.49%82.87% (+5.4%)

Holders
128
Holders Change
+11
Holders Change %
+9.4%
% of All Funds
1.56%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.21%
New
17
Increased
57
Reduced
43
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CP
76
Clarendon Private
Massachusetts
$648K +$48.7K +1,414 +8%
SA
77
Sovran Advisors
California
$615K -$107K -3,120 -15%
KAS
78
Kestra Advisory Services
Texas
$613K +$101K +2,927 +19%
SW
79
Simplicity Wealth
New Jersey
$610K -$33.3K -967 -5%
VFG
80
Victory Financial Group
Texas
$545K
Rockefeller Capital Management
81
Rockefeller Capital Management
New York
$527K -$5.27K -153 -1%
KFG
82
Kingdom Financial Group
Arizona
$489K +$493K +14,323 New
IWC
83
Integrated Wealth Concepts
Massachusetts
$459K -$7.19M -208,834 -94%
Bank of Montreal
84
Bank of Montreal
Ontario, Canada
$433K +$437K +12,688 New
AQR Capital Management
85
AQR Capital Management
Connecticut
$405K +$83.6K +2,428 +26%
Natixis Advisors
86
Natixis Advisors
Massachusetts
$401K +$404K +11,730 New
Comerica Bank
87
Comerica Bank
Texas
$380K
FA
88
Fermata Advisors
California
$373K +$24.6K +715 +7%
Janney Montgomery Scott
89
Janney Montgomery Scott
Pennsylvania
$338K -$24.8K -720 -7%
MCM
90
MAI Capital Management
Ohio
$337K -$3.55K -103 -1%
Cambridge Investment Research Advisors
91
Cambridge Investment Research Advisors
Iowa
$327K -$54.7K -1,587 -14%
SCM
92
Stonehearth Capital Management
Massachusetts
$323K +$26.5K +768 +9%
IWA
93
Inspirion Wealth Advisors
Illinois
$322K -$413K -11,992 -56%
KP
94
Keel Point
Alabama
$313K -$74.1K -2,150 -19%
AF
95
Allworth Financial
California
$267K -$34.1K -990 -11%
Carson Wealth (CWM LLC)
96
Carson Wealth (CWM LLC)
Nebraska
$265K -$13.6K -396 -5%
WETS
97
Wealth Enhancement Trust Services
South Dakota
$252K +$254K +7,374 New
CIA
98
Concurrent Investment Advisors
Florida
$238K +$26.5K +768 +12%
KF
99
Krilogy Financial
Missouri
$224K
WAP
100
Wealthcare Advisory Partners
Pennsylvania
$221K +$69 +2 +0%