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Hartford Total Return Bond ETF

24 hedge funds and large institutions have $583M invested in Hartford Total Return Bond ETF in 2020 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 4

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

9% more funds holding

Funds holding: 2224 (+2)

4.95% less ownership

Funds ownership: 99.51%94.57% (-4.9%)

7% less capital invested

Capital invested by funds: $624M → $583M (-$41.3M)

Holders
24
Holders Change
+2
Holders Change %
+9.09%
% of All Funds
0.53%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
8
Increased
11
Reduced
4
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HFM
1
Hartford Funds Management
Pennsylvania
$498M -$62.9M -1,554,641 -11%
IF
2
IRON Financial
Illinois
$18.3M +$2.02M +49,961 +12%
MIAN
3
Mariner Independent Advisor Network
Kansas
$11.4M +$11.7M +288,643 New
LPL Financial
4
LPL Financial
California
$8.81M +$4.96M +122,549 +124%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$7.83M +$7.79M +192,562 +4,296%
APA
6
American Portfolios Advisors
New York
$7.68M +$7.81M +193,132 New
LFA
7
Legacy Financial Advisors
Kentucky
$7.21M +$7.13M +176,353 New
SG
8
Strid Group
Pennsylvania
$6.56M +$288K +7,124 +5%
F
9
F3Logic
Minnesota
$4.38M -$508K -12,557 -10%
DC
10
Davenport & Co
Virginia
$3.27M +$3.33M +82,388 New
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$2M -$15.9K -394 -0.8%
CAAS
12
Capital Asset Advisory Services
Michigan
$1.45M +$254K +6,282 +21%
RA
13
Rational Advisors
New York
$1.43M +$388K +9,601 +36%
RA
14
RFG Advisory
Alabama
$738K +$751K +18,565 New
BNP Paribas Financial Markets
15
BNP Paribas Financial Markets
France
$714K +$184K +4,557 +34%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$639K +$372K +9,205 +134%
FHA
17
Flagship Harbor Advisors
Massachusetts
$545K +$216K +5,350 +64%
Stifel Financial
18
Stifel Financial
Missouri
$492K +$501K +12,375 New
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$472K
UBS Group
20
UBS Group
Switzerland
$372K +$373K +9,221 +6,147%
SPC
21
Sigma Planning Corp
Michigan
$356K -$96.5K -2,387 -21%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$55K +$9.51K +235 +20%
HGWM
23
Harvest Group Wealth Management
Massachusetts
$19K +$20K +495 New
GSWM
24
Golden State Wealth Management
California
$7K +$6.67K +165 New
Citadel Advisors
25
Citadel Advisors
Florida
-$827K -20,550 Closed

HTRB Hedge Fund Activity: Q1 2020 in Review

24 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Hartford Total Return Bond ETF (HTRB) for Q1 2020, worth a combined $583M — down 6.6% from $624M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new HTRB positions and 4 closed out — a net gain of 4 holders — while 11 added to existing stakes and 4 trimmed.

The largest buyer was Mariner Independent Advisor Network, opening a new position worth an estimated $11.7M. The largest seller was Hartford Funds Management, cutting an estimated $62.9M.

  • 24 institutional investors held Hartford Total Return Bond ETF (HTRB) as of Q1 2020, up from 22 in Q4 2019.
  • Funds reported $583M of Hartford Total Return Bond ETF stock for Q1 2020, down 6.6% quarter-over-quarter.
  • 8 funds opened new Hartford Total Return Bond ETF positions in Q1 2020 and 4 closed out, a net change of +4 holders.
  • The largest Hartford Total Return Bond ETF buyer in Q1 2020 was Mariner Independent Advisor Network, an estimated $11.7M added.
  • The largest Hartford Total Return Bond ETF seller in Q1 2020 was Hartford Funds Management, an estimated $62.9M sold.

Based on aggregated 13F filings for Q1 2020.