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Hartford Total Return Bond ETF

128 hedge funds and large institutions have $1.71B invested in Hartford Total Return Bond ETF in 2025 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 57 increasing their positions, 43 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 5

33% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 43

21% more funds holding in top 10

Funds holding in top 10: 1417 (+3)

9% more funds holding

Funds holding: 117128 (+11)

7% more capital invested

Capital invested by funds: $1.6B → $1.71B (+$111M)

5.38% more ownership

Funds ownership: 77.49%82.87% (+5.4%)

Holders
128
Holders Change
+11
Holders Change %
+9.4%
% of All Funds
1.56%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.21%
New
17
Increased
57
Reduced
43
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
101
CIBC Private Wealth Group
Georgia
$210K +$212K +6,161 New
MML Investors Services
102
MML Investors Services
Massachusetts
$202K +$2K +58 +1%
BDPWM
103
Barnes Dennig Private Wealth Management
Ohio
$156K +$517 +15 +0.3%
GWS
104
Glassman Wealth Services
Virginia
$126K
Morgan Stanley
105
Morgan Stanley
New York
$100K -$609K -17,689 -86%
CFD
106
Creative Financial Designs
Indiana
$98.8K +$4.89K +142 +5%
FFA
107
Farther Finance Advisors
California
$94K +$94.8K +2,753 New
SL
108
Salomon & Ludwin
Virginia
$87.8K
LFG
109
Larson Financial Group
Missouri
$78.4K -$1.9K -55 -2%
SPIA
110
Steward Partners Investment Advisory
New York
$71.5K -$11.7K -340 -14%
GRP
111
Global Retirement Partners
California
$69.6K -$28.1K -816 -29%
IRAG
112
Investment Research & Advisory Group
Georgia
$44K +$44.3K +1,287 New
CA
113
CoreCap Advisors
Michigan
$32.4K
IRC
114
Investors Research Corp
Georgia
$29.9K
AF
115
Advisornet Financial
Minnesota
$18.2K
SAM
116
Smartleaf Asset Management
Massachusetts
$15.4K -$1.12M -32,384 -99%
PNC Financial Services Group
117
PNC Financial Services Group
Pennsylvania
$10.1K
Fifth Third Bancorp
118
Fifth Third Bancorp
Ohio
$9.19K +$9.27K +269 New
IAIM
119
International Assets Investment Management
Florida
$9.08K +$9.16K +266 New
KBFS
120
Kohmann Bosshard Financial Services
Ohio
$7.48K +$7.54K +219 New
PTC
121
Private Trust Company
Ohio
$4.78K
AssetMark Inc
122
AssetMark Inc
California
$4.58K +$2.31K +67 +100%
NA
123
Networth Advisors
Pennsylvania
$3.28K +$3.31K +96 New
SWP
124
Strategic Wealth Partners
Ohio
$2.46K +$2.48K +72 New
LAS
125
Lloyd Advisory Services
Georgia
$1.42K +$1.45K +42 New