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Hartford Total Return Bond ETF

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.

New
Increased
Maintained
Reduced
Closed
Holders
117
Holders Change
+6
Holders Change %
+5.41%
% of All Funds
1.56%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.15%
New
18
Increased
56
Reduced
36
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LFG
101
Larson Financial Group
Missouri
$94.5K -$33.1K -993 -26%
SPIA
102
Steward Partners Investment Advisory
New York
$61.7K +$31.3K +940 +103%
HI
103
Harbour Investments
Wisconsin
$42K +$633 +19 +2%
Carson Wealth (CWM LLC)
104
Carson Wealth (CWM LLC)
Nebraska
$37K -$152K -4,596 -80%
Wells Fargo
105
Wells Fargo
California
$25.9K -$31.2K -936 -55%
US Bancorp
106
US Bancorp
Minnesota
$25.6K +$5.17K +155 +25%
HNW
107
High Note Wealth
Minnesota
$9.97K +$9.97K +299 New
FIA
108
FPC Investment Advisory
California
$8.95K +$8.95K +268 New
FDW
109
Fourth Dimension Wealth
Ohio
$8.33K
HFM
110
Hartford Financial Management
Connecticut
$5.4K +$5.4K +162 New
FHA
111
First Horizon Advisors
Tennessee
$4.48K +$67 +2 +2%
CAL
112
Capital Analysts LLC
Pennsylvania
$3K +$667 +18 +29%
RMP
113
Richards, Merrill & Peterson
Washington
$2.5K +$2.5K +75 New
AssetMark Inc
114
AssetMark Inc
California
$2.23K
IA
115
IFP Advisors
Florida
$1.5K
WWP
116
WR Wealth Planners
Missouri
$267
Morgan Stanley
117
Morgan Stanley
New York
$64 -$192 -3 -75%
Fidelity Investments
118
Fidelity Investments
Massachusetts
$33 -$33 -1 -50%
MML Investors Services
119
MML Investors Services
Massachusetts
-$2.38M -67,956 Closed
WAP
120
Wealthcare Advisory Partners
Pennsylvania
-$1.85M -52,894 Closed
SW
121
Simplicity Wealth
New Jersey
-$452K -12,936 Closed
FPGK
122
Financial Partners Group (Kansas)
Kansas
-$254K -7,252 Closed
AWM
123
AE Wealth Management
Kansas
-$223K -6,370 Closed
CGFA
124
Colton Groome Financial Advisors
North Carolina
-$212K -6,061 Closed
RCM
125
Richardson Capital Management
Wisconsin
-$41.7K -1,192 Closed