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Hartford Total Return Bond ETF

117 hedge funds and large institutions have $1.6B invested in Hartford Total Return Bond ETF in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 57 increasing their positions, 40 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 40

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

2% more capital invested

Capital invested by funds: $1.56B → $1.6B (+$35.7M)

0.17% more ownership

Funds ownership: 77.32%77.49% (+0.17%)

1% less funds holding

Funds holding: 118117 (-1)

Holders
117
Holders Change
-1
Holders Change %
-0.85%
% of All Funds
1.54%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.18%
New
12
Increased
57
Reduced
40
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
101
Global Retirement Partners
California
$97.8K -$6.63K -195 -6%
CFD
102
Creative Financial Designs
Indiana
$94.3K +$1.39K +41 +2%
SL
103
Salomon & Ludwin
Virginia
$88.4K +$87.4K +2,570 New
SPIA
104
Steward Partners Investment Advisory
New York
$83.4K +$6.22K +183 +8%
LFG
105
Larson Financial Group
Missouri
$80.6K -$18.7K -551 -19%
HI
106
Harbour Investments
Wisconsin
$43.2K
CA
107
CoreCap Advisors
Michigan
$32.5K +$4.69K +138 +17%
IRC
108
Investors Research Corp
Georgia
$30K
AF
109
Advisornet Financial
Minnesota
$18.3K
PNC Financial Services Group
110
PNC Financial Services Group
Pennsylvania
$10.2K
GG
111
Gleason Group
Kentucky
$6.51K +$6.46K +190 New
PTC
112
Private Trust Company
Ohio
$4.8K -$53.8K -1,581 -92%
CAL
113
Capital Analysts LLC
Pennsylvania
$3K +$34 +1 +1%
FGAM
114
Financial Gravity Asset Management
Texas
$2.45K +$2.41K +71 New
AssetMark Inc
115
AssetMark Inc
California
$2.3K
WWA
116
Wealth Watch Advisors
Colorado
$720 +$714 +21 New
FIM
117
FWL Investment Management
Texas
$36 +$34 +1 New
SPG
118
Strategic Planning Group
Utah
-$5.95M -175,818 Closed
FAIM
119
Financial Advocates Investment Management
Washington
-$4.31M -127,242 Closed
OMC
120
Old Mission Capital
Illinois
-$657K -19,388 Closed
MF
121
Montis Financial
Massachusetts
-$429K -12,675 Closed
HF
122
HRT Financial
New York
-$378K -11,166 Closed
OIA
123
OneDigital Investment Advisors
Kansas
-$251K -7,410 Closed
WSFS
124
Wilmington Savings Fund Society
Delaware
-$202K -5,960 Closed
Wells Fargo
125
Wells Fargo
California
-$185K -5,454 Closed

HTRB Hedge Fund Activity: Q3 2025 in Review

117 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Hartford Total Return Bond ETF (HTRB) for Q3 2025, worth a combined $1.6B — up 2.3% from $1.56B a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new HTRB positions and 11 closed out — a net gain of 1 holder — while 57 added to existing stakes and 40 trimmed.

The largest buyer was LPL Financial, adding an estimated $12.3M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $34.5M.

  • 117 institutional investors held Hartford Total Return Bond ETF (HTRB) as of Q3 2025, down from 118 in Q2 2025.
  • Funds reported $1.6B of Hartford Total Return Bond ETF stock for Q3 2025, up 2.3% quarter-over-quarter.
  • 12 funds opened new Hartford Total Return Bond ETF positions in Q3 2025 and 11 closed out, a net change of +1 holder.
  • The largest Hartford Total Return Bond ETF buyer in Q3 2025 was LPL Financial, an estimated $12.3M added.
  • The largest Hartford Total Return Bond ETF seller in Q3 2025 was Thrivent Financial for Lutherans, an estimated $34.5M sold.

Based on aggregated 13F filings for Q3 2025.