HTRB icon

Hartford Total Return Bond ETF
HTRB

Overview Fund Activity

47 hedge funds and large institutions have $746M invested in Hartford Total Return Bond ETF in 2020 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 23 increasing their positions, 6 reducing their positions, and 1 closing their positions.

Holders
47
Holders Change
+13
Holders Change %
+38.24%
% of All Funds
0.83%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.14%
New
14
Increased
23
Reduced
6
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HFM
1
Hartford Funds Management
Pennsylvania
$535M
2
MFGM
2
Marshall Financial Group (Maryland)
Maryland
$13.1M
3
GPWA
3
Great Point Wealth Advisors
Massachusetts
$12.6M
4
RA
4
Rational Advisors
New York
$13.2M
5
DWP
5
Destiny Wealth Partners
Florida
$8.83M

Top Sellers

1
GSWM
1
Golden State Wealth Management
California
$3.3M
2
IF
2
Intrua Financial
Texas
$2.51M
3
PFS
3
Prospera Financial Services
Texas
$0
4
F
4
F3Logic
Minnesota
$2.28M
5
FHA
5
Flagship Harbor Advisors
Massachusetts
$441K
Name Market Value Shares Shares
Change 		Shares
Change %
HFM
1
Hartford Funds Management
Pennsylvania
$535M 12,814,735 +550,000 +4%
IF
2
IRON Financial
Illinois
$25.2M 604,230 +35,316 +6%
MIAN
3
Mariner Independent Advisor Network
Kansas
$19M 455,759 +93,710 +26%
LPL Financial
4
LPL Financial
California
$16.4M 393,752 +16,139 +4%
RA
5
Rational Advisors
New York
$13.2M 316,039 +215,959 +216%
MFGM
6
Marshall Financial Group (Maryland)
Maryland
$13.1M 314,499 +314,499 New
LFA
7
Legacy Financial Advisors
Kentucky
$12.9M 307,850 +100,472 +48%
GPWA
8
Great Point Wealth Advisors
Massachusetts
$12.6M 302,227 +302,227 New
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$11.9M 284,560 +69,534 +32%
APA
10
American Portfolios Advisors
New York
$10.2M 244,136 +24,200 +11%
DWP
11
Destiny Wealth Partners
Florida
$8.83M 211,623 +211,623 New
SG
12
Strid Group
Pennsylvania
$7.75M 185,326 +18,419 +11%
QA
13
Quantitative Advantage
Minnesota
$6.55M 156,937 +4,451 +3%
BNP Paribas Financial Markets
14
BNP Paribas Financial Markets
France
$6.02M 144,151 +100,314 +229%
CCM
15
Condor Capital Management
New Jersey
$5.08M 121,751 +13,975 +13%
DC
16
Davenport & Co
Virginia
$4.72M 113,066 +11,963 +12%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$4.64M 111,201 +3,364 +3%
CRCM
18
Corbett Road Capital Management
Virginia
$4.43M 106 +106 New
GSWM
19
Golden State Wealth Management
California
$3.3M 79,012 -10,267 -11%
IF
20
Intrua Financial
Texas
$2.51M 60,193 -2,720 -4%
F
21
F3Logic
Minnesota
$2.28M 54,566 -2,253 -4%
CAAS
22
Capital Asset Advisory Services
Michigan
$2.18M 52,121 +4,330 +9%
GSEP
23
Golden State Equity Partners
California
$2.04M 48,852 +48,852 New
RA
24
RFG Advisory
Alabama
$2.02M 48,677 -1,759 -3%
Stifel Financial
25
Stifel Financial
Missouri
$1.82M 43,616 +26,383 +153%
1
2