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Hartford Total Return Bond ETF

22 hedge funds and large institutions have $624M invested in Hartford Total Return Bond ETF in 2019 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

100% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 4

47% more funds holding

Funds holding: 1522 (+7)

4% more capital invested

Capital invested by funds: $598M → $624M (+$26.5M)

0.14% more ownership

Funds ownership: 99.38%99.51% (+0.14%)

Holders
22
Holders Change
+7
Holders Change %
+46.67%
% of All Funds
0.43%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.06%
New
7
Increased
8
Reduced
4
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HFM
1
Hartford Funds Management
Pennsylvania
$584M
IF
2
IRON Financial
Illinois
$16.5M +$17M +410,299 New
SG
3
Strid Group
Pennsylvania
$6.38M +$2.14M +51,750 +49%
F
4
F3Logic
Minnesota
$4.93M +$3.83M +92,393 +304%
LPL Financial
5
LPL Financial
California
$3.98M +$1.33M +32,195 +48%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$2.04M +$2.1M +50,775 New
CAAS
7
Capital Asset Advisory Services
Michigan
$1.2M +$1.22M +29,352 New
RA
8
Rational Advisors
New York
$1.06M -$66.3K -1,601 -6%
Citadel Advisors
9
Citadel Advisors
Florida
$827K +$852K +20,550 New
BNP Paribas Financial Markets
10
BNP Paribas Financial Markets
France
$540K +$55.4K +1,338 +11%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$472K
SPC
12
Sigma Planning Corp
Michigan
$456K +$470K +11,336 New
FHA
13
Flagship Harbor Advisors
Massachusetts
$336K +$31.1K +750 +10%
Jane Street
14
Jane Street
New York
$284K -$1.77M -42,741 -86%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$277K +$285K +6,885 New
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$222K -$10.4K -252 -4%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$180K +$107K +2,582 +136%
AG
18
Advisor Group
Arizona
$129K +$8.29K +200 +7%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$46K +$45.1K +1,088 +1,674%
AF
20
Advisornet Financial
Minnesota
$24K
UBS Group
21
UBS Group
Switzerland
$6K -$5.26K -127 -46%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$3K +$3.27K +79 New

HTRB Hedge Fund Activity: Q4 2019 in Review

22 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Hartford Total Return Bond ETF (HTRB) for Q4 2019, worth a combined $624M — up 4.4% from $598M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new HTRB positions and 0 closed out — a net gain of 7 holders — while 8 added to existing stakes and 4 trimmed.

The largest buyer was IRON Financial, opening a new position worth an estimated $17M. The largest seller was Jane Street, cutting an estimated $1.77M.

  • 22 institutional investors held Hartford Total Return Bond ETF (HTRB) as of Q4 2019, up from 15 in Q3 2019.
  • Funds reported $624M of Hartford Total Return Bond ETF stock for Q4 2019, up 4.4% quarter-over-quarter.
  • 7 funds opened new Hartford Total Return Bond ETF positions in Q4 2019 and 0 closed out, a net change of +7 holders.
  • The largest Hartford Total Return Bond ETF buyer in Q4 2019 was IRON Financial, an estimated $17M added.
  • The largest Hartford Total Return Bond ETF seller in Q4 2019 was Jane Street, an estimated $1.77M sold.

Based on aggregated 13F filings for Q4 2019.