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Hartford Total Return Bond ETF
HTRB

Overview Fund Activity

99 hedge funds and large institutions have $1.27B invested in Hartford Total Return Bond ETF in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 49 increasing their positions, 32 reducing their positions, and 3 closing their positions.

Holders
99
Holders Change
+10
Holders Change %
+11.24%
% of All Funds
1.44%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
15
Increased
49
Reduced
32
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WWA
1
WCG Wealth Advisors
Nevada
$38.1M
2
Truist Financial
2
Truist Financial
North Carolina
$26.8M
3
WP
3
WMS Partners
Maryland
$55.4M
4
BC
4
Brio Consultants
California
$11M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$23.2M

Top Sellers

1
MFGM
1
Marshall Financial Group (Maryland)
Maryland
$15.7M
2
DC
2
Davenport & Co
Virginia
$2.68M
3
SW
3
Simplicity Wealth
New Jersey
$898K
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$6.62M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$13.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CBC
101
Coombe, Bender & Co
New York
– -$353K -10,463 Closed
JWA
102
JFS Wealth Advisors
Pennsylvania
– -$22.2K -659 Closed
KFS
103
Kelly Financial Services
Massachusetts
– -$2.18K -64 Closed
1 2 3 4
5