Hartford Total Return Bond ETF
HTRB
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.
1,300% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 1
283% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 6
60% more funds holding in top 10
Funds holding in top 10: 5 → 8 (+3)
38% more funds holding
Funds holding: 34 → 47 (+13)
22% more capital invested
Capital invested by funds: $612M → $746M (+$133M)
0.44% more ownership
Funds ownership: 88.36% → 88.8% (+0.44%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HFM
Hartford Funds Management
Wayne,
Pennsylvania
|
+$22.9M |
| 2 |
GPWA
Great Point Wealth Advisors
Boston,
Massachusetts
|
+$12.6M |
| 3 |
RA
Rational Advisors
Huntington,
New York
|
+$8.98M |
| 4 |
LFA
Legacy Financial Advisors
Covington,
Kentucky
|
+$4.18M |
| 5 |
BNP Paribas Financial Markets
Paris,
France
|
+$4.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GSWM
Golden State Wealth Management
Santa Ana,
California
|
-$427K |
| 2 |
IF
Intrua Financial
Houston,
Texas
|
-$113K |
| 3 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$99K |
| 4 |
F
F3Logic
Burnsville,
Minnesota
|
-$93.7K |
| 5 |
FHA
Flagship Harbor Advisors
Boston,
Massachusetts
|
-$93K |
HTRB Hedge Fund Activity: Q4 2020 in Review
47 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in Hartford Total Return Bond ETF (HTRB) for Q4 2020, worth a combined $746M — up 22% from $612M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new HTRB positions and 1 closed out — a net gain of 13 holders — while 23 added to existing stakes and 6 trimmed.
The largest buyer was Hartford Funds Management, adding an estimated $22.9M. The largest seller was Golden State Wealth Management, cutting an estimated $427K.
- 47 institutional investors held Hartford Total Return Bond ETF (HTRB) as of Q4 2020, up from 34 in Q3 2020.
- Funds reported $746M of Hartford Total Return Bond ETF stock for Q4 2020, up 22% quarter-over-quarter.
- 14 funds opened new Hartford Total Return Bond ETF positions in Q4 2020 and 1 closed out, a net change of +13 holders.
- The largest Hartford Total Return Bond ETF buyer in Q4 2020 was Hartford Funds Management, an estimated $22.9M added.
- The largest Hartford Total Return Bond ETF seller in Q4 2020 was Golden State Wealth Management, an estimated $427K sold.
Based on aggregated 13F filings for Q4 2020.