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Hartford Total Return Bond ETF

31 hedge funds and large institutions have $618M invested in Hartford Total Return Bond ETF in 2020 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

325% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 4

29% more funds holding

Funds holding: 2431 (+7)

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

6% more capital invested

Capital invested by funds: $583M → $618M (+$35M)

2.68% less ownership

Funds ownership: 94.57%91.89% (-2.7%)

Holders
31
Holders Change
+7
Holders Change %
+29.17%
% of All Funds
0.64%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.1%
New
9
Increased
17
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HFM
1
Hartford Funds Management
Pennsylvania
$482M -$41.8M -1,016,480 -8%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$21.3M +$20.9M +509,320 New
IF
3
IRON Financial
Illinois
$15.6M -$3.59M -87,301 -19%
LPL Financial
4
LPL Financial
California
$13.4M +$4.01M +97,456 +44%
MIAN
5
Mariner Independent Advisor Network
Kansas
$13.1M +$1M +24,388 +8%
APA
6
American Portfolios Advisors
New York
$8.73M +$629K +15,290 +8%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$8.47M +$211K +5,135 +3%
LFA
8
Legacy Financial Advisors
Kentucky
$7.98M +$581K +14,134 +8%
SG
9
Strid Group
Pennsylvania
$7.23M +$314K +7,645 +5%
GSWM
10
Golden State Wealth Management
California
$6.42M +$6.3M +153,078 +92,775%
QA
11
Quantitative Advantage
Minnesota
$5.86M +$5.75M +139,761 New
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$4.67M +$4.58M +111,492 New
F
13
F3Logic
Minnesota
$4.47M -$139K -3,382 -3%
DC
14
Davenport & Co
Virginia
$3.61M +$156K +3,803 +5%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$2.55M +$429K +10,420 +21%
IF
16
Intrua Financial
Texas
$2.28M +$2.22M +53,937 New
RA
17
Rational Advisors
New York
$1.97M +$456K +11,078 +31%
CAAS
18
Capital Asset Advisory Services
Michigan
$1.95M +$423K +10,290 +29%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$941K +$262K +6,382 +40%
BNP Paribas Financial Markets
20
BNP Paribas Financial Markets
France
$888K +$133K +3,225 +18%
RA
21
RFG Advisory
Alabama
$883K +$104K +2,518 +14%
Jane Street
22
Jane Street
New York
$716K +$703K +17,088 New
Stifel Financial
23
Stifel Financial
Missouri
$684K +$163K +3,952 +32%
FHA
24
Flagship Harbor Advisors
Massachusetts
$614K +$39.8K +968 +7%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$472K

HTRB Hedge Fund Activity: Q2 2020 in Review

31 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Hartford Total Return Bond ETF (HTRB) for Q2 2020, worth a combined $618M — up 6% from $583M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new HTRB positions and 2 closed out — a net gain of 7 holders — while 17 added to existing stakes and 4 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $20.9M. The largest seller was Hartford Funds Management, cutting an estimated $41.8M.

  • 31 institutional investors held Hartford Total Return Bond ETF (HTRB) as of Q2 2020, up from 24 in Q1 2020.
  • Funds reported $618M of Hartford Total Return Bond ETF stock for Q2 2020, up 6% quarter-over-quarter.
  • 9 funds opened new Hartford Total Return Bond ETF positions in Q2 2020 and 2 closed out, a net change of +7 holders.
  • The largest Hartford Total Return Bond ETF buyer in Q2 2020 was Susquehanna International Group, an estimated $20.9M added.
  • The largest Hartford Total Return Bond ETF seller in Q2 2020 was Hartford Funds Management, an estimated $41.8M sold.

Based on aggregated 13F filings for Q2 2020.