HTRB icon

Hartford Total Return Bond ETF
HTRB

Overview Fund Activity

117 hedge funds and large institutions have $1.52B invested in Hartford Total Return Bond ETF in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 56 increasing their positions, 36 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
117
Holders Change
+6
Holders Change %
+5.41%
% of All Funds
1.56%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.15%
New
18
Increased
56
Reduced
36
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HFM
1
Hartford Funds Management
Pennsylvania
$485M
2
NW
2
NewEdge Wealth
Pennsylvania
$24.2M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$30.7M
4
CFP
4
Catalyst Financial Partners
Massachusetts
$9.05M
5
Bank of America
5
Bank of America
North Carolina
$58.4M

Top Sellers

1
AWM
1
Atticus Wealth Management
Florida
$6.2M
2
MML Investors Services
2
MML Investors Services
Massachusetts
$0
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$64.6M
4
WAP
4
Wealthcare Advisory Partners
Pennsylvania
$0
5
MCA
5
MSH Capital Advisors
Arizona
$1.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PS
126
Principal Securities
Iowa
– -$1.36K -39 Closed
2 3 4 5
6