Hartford Total Return Bond ETF
HTRB
12 hedge funds and large institutions have $587M invested in Hartford Total Return Bond ETF in 2019 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 2 closing their positions.
400% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 1
2% more capital invested
Capital invested by funds: $573M → $587M (+$14.2M)
0% more funds holding
Funds holding: 12 → 12 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
0.18% less ownership
Funds ownership: 99.68% → 99.5% (-0.18%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$912K |
| 2 |
SG
Strid Group
Newtown Square,
Pennsylvania
|
+$882K |
| 3 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
+$269K |
| 4 |
FHA
Flagship Harbor Advisors
Boston,
Massachusetts
|
+$60.3K |
| 5 |
RA
Rational Advisors
Huntington,
New York
|
+$33.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.13M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$65.3K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HFM
1
Hartford Funds Management
Wayne,
Pennsylvania
| $579M | – | – | – |
|
|
SG
2
Strid Group
Newtown Square,
Pennsylvania
| $3.22M | +$882K | +21,946 | +39% |
|
|
3
Jane Street
New York
| $1.89M | +$912K | +22,689 | +96% |
|
|
RA
4
Rational Advisors
Huntington,
New York
| $1.02M | +$33.1K | +822 | +3% |
|
5
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $472K | – | – | – |
|
6
BNP Paribas Financial Markets
Paris,
France
| $345K | +$12K | +298 | +4% |
|
|
IWM
7
IHT Wealth Management
Chicago,
Illinois
| $273K | +$269K | +6,701 | New |
|
|
8
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $251K | -$65.3K | -1,625 | -21% |
|
|
AG
9
Advisor Group
Phoenix,
Arizona
| $122K | +$20.1K | +500 | +20% |
|
10
Royal Bank of Canada
Toronto,
Ontario, Canada
| $78K | – | – | – |
|
|
FHA
11
Flagship Harbor Advisors
Boston,
Massachusetts
| $61K | +$60.3K | +1,500 | New |
|
|
AF
12
Advisornet Financial
Minnetonka,
Minnesota
| $24K | – | – | – |
|
|
13
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$1.13M | -28,213 | Closed |
|
|
14
UBS Group
Zurich,
Switzerland
| – | -$4K | -100 | Closed |
|
HTRB Hedge Fund Activity: Q2 2019 in Review
12 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Hartford Total Return Bond ETF (HTRB) for Q2 2019, worth a combined $587M — up 2.5% from $573M a quarter earlier.
Fund positioning in HTRB was balanced in Q2 2019: 2 funds opened new positions, 2 closed out, 5 added to existing stakes and 1 trimmed.
The largest buyer was Jane Street, adding an estimated $912K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.13M sold.
- 12 institutional investors held Hartford Total Return Bond ETF (HTRB) as of Q2 2019, unchanged from Q1 2019.
- Funds reported $587M of Hartford Total Return Bond ETF stock for Q2 2019, up 2.5% quarter-over-quarter.
- 2 funds opened new Hartford Total Return Bond ETF positions in Q2 2019 and 2 closed out, a net change of 0 holders.
- The largest Hartford Total Return Bond ETF buyer in Q2 2019 was Jane Street, an estimated $912K added.
- The largest Hartford Total Return Bond ETF seller in Q2 2019 was Susquehanna International Group, an estimated $1.13M sold.
Based on aggregated 13F filings for Q2 2019.