HTRB icon

Hartford Total Return Bond ETF

117 hedge funds and large institutions have $1.55B invested in Hartford Total Return Bond ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 55 increasing their positions, 38 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
117
Holders Change
+5
Holders Change %
+4.46%
% of All Funds
1.57%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.15%
New
13
Increased
55
Reduced
38
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
101
Smartleaf Asset Management
Massachusetts
$121K +$121K +3,582 New
Morgan Stanley
102
Morgan Stanley
New York
$103K +$103K +3,050 +76,250%
GRP
103
Global Retirement Partners
California
$103K +$103K +3,048 New
LFG
104
Larson Financial Group
Missouri
$98.3K +$1.08K +32 +1%
CFD
105
Creative Financial Designs
Indiana
$91.8K +$1.66K +49 +2%
SPIA
106
Steward Partners Investment Advisory
New York
$76.2K
PTC
107
Private Trust Company
Ohio
$58.3K -$95.6K -2,824 -62%
HI
108
Harbour Investments
Wisconsin
$42.7K
IRC
109
Investors Research Corp
Georgia
$29.7K
CA
110
CoreCap Advisors
Michigan
$27.5K -$3.79K -112 -12%
AF
111
Advisornet Financial
Minnesota
$18.1K
PNC Financial Services Group
112
PNC Financial Services Group
Pennsylvania
$10K +$10K +296 New
CAL
113
Capital Analysts LLC
Pennsylvania
$3K +$36 +1 +1%
AssetMark Inc
114
AssetMark Inc
California
$2.27K
IA
115
IFP Advisors
Florida
$1.52K
PB
116
Pinnacle Bancorp
Nebraska
$677
LC
117
Luminist Capital
Michigan
$542 +$542 +16 New
NW
118
NewEdge Wealth
Pennsylvania
-$25.1M -742,507 Closed
VWA
119
Visionary Wealth Advisors
Illinois
-$10.8M -320,073 Closed
TF
120
Tompkins Financial
New York
-$96.9K -2,861 Closed
HI
121
Horizon Investments
North Carolina
-$9K -267 Closed
RMP
122
Richards, Merrill & Peterson
Washington
-$2.54K -75 Closed
KWM
123
Kiker Wealth Management
Georgia
-$643 -19 Closed