Hartford Total Return Bond ETF
HTRB
112 hedge funds and large institutions have $1.51B invested in Hartford Total Return Bond ETF in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 46 increasing their positions, 46 reducing their positions, and 16 closing their positions.
36% more funds holding in top 10
Funds holding in top 10: 11 → 15 (+4)
0% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 46
0% less capital invested
Capital invested by funds: $1.52B → $1.51B (-$3.01M)
2.62% less ownership
Funds ownership: 77.62% → 74.99% (-2.6%)
4% less funds holding
Funds holding: 117 → 112 (-5)
19% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HWM
HB Wealth Management
Atlanta,
Georgia
|
+$65.6M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$56.3M |
| 3 |
Raymond James Financial
St Petersburg,
Florida
|
+$15M |
| 4 |
CFP
Catalyst Financial Partners
Boston,
Massachusetts
|
+$8.31M |
| 5 |
AWM
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
+$5.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HFM
Hartford Funds Management
Wayne,
Pennsylvania
|
-$31M |
| 2 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
-$30.2M |
| 3 |
Bank of New York Mellon
New York
|
-$14M |
| 4 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$12.3M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$7.39M |
HTRB Hedge Fund Activity: Q1 2025 in Review
112 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Hartford Total Return Bond ETF (HTRB) for Q1 2025, worth a combined $1.51B — down 0.2% from $1.52B a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of HTRB and 13 opened new positions — a net loss of 3 holders — while 46 trimmed existing stakes and 46 added.
The largest buyer was HB Wealth Management, opening a new position worth an estimated $65.6M. The largest seller was Hartford Funds Management, cutting an estimated $31M.
- 112 institutional investors held Hartford Total Return Bond ETF (HTRB) as of Q1 2025, down from 117 in Q4 2024.
- Funds reported $1.51B of Hartford Total Return Bond ETF stock for Q1 2025, down 0.2% quarter-over-quarter.
- 13 funds opened new Hartford Total Return Bond ETF positions in Q1 2025 and 16 closed out, a net change of -3 holders.
- The largest Hartford Total Return Bond ETF buyer in Q1 2025 was HB Wealth Management, an estimated $65.6M added.
- The largest Hartford Total Return Bond ETF seller in Q1 2025 was Hartford Funds Management, an estimated $31M sold.
Based on aggregated 13F filings for Q1 2025.