Hartford Total Return Bond ETF
HTRB
12 hedge funds and large institutions have $573M invested in Hartford Total Return Bond ETF in 2019 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
50% more funds holding
Funds holding: 8 → 12 (+4)
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
16% more capital invested
Capital invested by funds: $494M → $573M (+$78.5M)
1.47% more ownership
Funds ownership: 98.21% → 99.68% (+1.5%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
Top Sellers
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$9.58M |
| 2 |
Jane Street
New York
|
-$18K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$3.89K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HFM
1
Hartford Funds Management
Wayne,
Pennsylvania
| $566M | +$69.2M | +1,759,668 | +14% |
|
|
SG
2
Strid Group
Newtown Square,
Pennsylvania
| $2.27M | +$673K | +17,110 | +43% |
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $1.13M | +$430K | +10,931 | +63% |
|
|
RA
4
Rational Advisors
Huntington,
New York
| $962K | +$946K | +24,066 | New |
|
|
5
Jane Street
New York
| $946K | -$18K | -458 | -2% |
|
6
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $472K | +$453K | +11,525 | New |
|
7
BNP Paribas Financial Markets
Paris,
France
| $326K | +$321K | +8,160 | New |
|
8
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $311K | – | – | – |
|
|
AG
9
Advisor Group
Phoenix,
Arizona
| $100K | +$98.3K | +2,500 | New |
|
10
Royal Bank of Canada
Toronto,
Ontario, Canada
| $76K | – | – | – |
|
|
AF
11
Advisornet Financial
Minnetonka,
Minnesota
| $24K | +$23.6K | +600 | New |
|
|
12
UBS Group
Zurich,
Switzerland
| $4K | -$3.89K | -99 | -50% |
|
|
13
Wellington Management Group
Boston,
Massachusetts
| – | -$9.58M | -247,500 | Closed |
|
HTRB Hedge Fund Activity: Q1 2019 in Review
12 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Hartford Total Return Bond ETF (HTRB) for Q1 2019, worth a combined $573M — up 16% from $494M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new HTRB positions and 1 closed out — a net gain of 4 holders — while 3 added to existing stakes and 2 trimmed.
The largest buyer was Hartford Funds Management, adding an estimated $69.2M. The largest seller was Wellington Management Group, exiting entirely with an estimated $9.58M sold.
- 12 institutional investors held Hartford Total Return Bond ETF (HTRB) as of Q1 2019, up from 8 in Q4 2018.
- Funds reported $573M of Hartford Total Return Bond ETF stock for Q1 2019, up 16% quarter-over-quarter.
- 5 funds opened new Hartford Total Return Bond ETF positions in Q1 2019 and 1 closed out, a net change of +4 holders.
- The largest Hartford Total Return Bond ETF buyer in Q1 2019 was Hartford Funds Management, an estimated $69.2M added.
- The largest Hartford Total Return Bond ETF seller in Q1 2019 was Wellington Management Group, an estimated $9.58M sold.
Based on aggregated 13F filings for Q1 2019.