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Hartford Total Return Bond ETF
HTRB

128 hedge funds and large institutions have $1.88B invested in Hartford Total Return Bond ETF in 2026 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 60 increasing their positions, 45 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

33% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 45

10% more capital invested

Capital invested by funds: $1.71B → $1.88B (+$170M)

0% more funds holding

Funds holding: 128 → 128 (0)

1.91% less ownership

Funds ownership: 82.87% → 80.95% (-1.9%)

12% less funds holding in top 10

Funds holding in top 10: 17 → 15 (-2)

Holders
128
Holders Change
–
Holders Change %
0%
% of All Funds
1.58%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.18%
New
11
Increased
60
Reduced
45
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$296M
2
NPT
National Philanthropic Trust
Pennsylvania
+$27.4M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$15.8M
4
PWP
PrairieView Wealth Partners
Illinois
+$11.2M
5
SPIA
Steward Partners Investment Advisory
New York
+$10.1M

Top Sellers

1
WWA
WCG Wealth Advisors
Nevada
-$50.6M
2
HFM
Hartford Funds Management
Pennsylvania
-$31.6M
3
LPL Financial
LPL Financial
California
-$21.7M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$21.1M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$20.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
126
Capital Analysts LLC
Pennsylvania
$1K +$34 +1 +2%
HI
127
Harbour Investments
Wisconsin
$641 – – –
SIS
128
Sound Income Strategies
Florida
$574 +$581 +17 New
BNP Paribas Financial Markets
129
BNP Paribas Financial Markets
France
$506 +$513 +15 New
Truist Financial
130
Truist Financial
North Carolina
– -$8.06M -236,151 Closed
SW
131
Simplicity Wealth
New Jersey
– -$610K -17,863 Closed
MML Investors Services
132
MML Investors Services
Massachusetts
– -$202K -5,901 Closed
CA
133
CoreCap Advisors
Michigan
– -$32.4K -949 Closed
SAM
134
Smartleaf Asset Management
Massachusetts
– -$15.4K -450 Closed
KBFS
135
Kohmann Bosshard Financial Services
Ohio
– -$7.48K -219 Closed
WWA
136
Wealth Watch Advisors
Colorado
– -$722 -21 Closed
2 3 4 5
6