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Hartford Total Return Bond ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 58 (+3)

38% more funds holding

Funds holding: 3447 (+13)

22% more capital invested

Capital invested by funds: $612M → $746M (+$133M)

0.44% more ownership

Funds ownership: 88.36%88.8% (+0.44%)

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
Name Holding Trade Value Shares
Change
Change in
Stake
HFM
1
Hartford Funds Management
Pennsylvania
$535M +$22.9M +550,000 +4%
IF
2
IRON Financial
Illinois
$25.2M +$1.47M +35,316 +6%
MIAN
3
Mariner Independent Advisor Network
Kansas
$19M +$3.9M +93,710 +26%
LPL Financial
4
LPL Financial
California
$16.4M +$671K +16,139 +4%
RA
5
Rational Advisors
New York
$13.2M +$8.98M +215,959 +216%
MFGM
6
Marshall Financial Group (Maryland)
Maryland
$13.1M +$13.1M +314,499 New
LFA
7
Legacy Financial Advisors
Kentucky
$12.8M +$4.18M +100,472 +48%
GPWA
8
Great Point Wealth Advisors
Massachusetts
$12.6M +$12.6M +302,227 New
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$11.9M +$2.89M +69,534 +32%
APA
10
American Portfolios Advisors
New York
$10.2M +$1.01M +24,200 +11%
DWP
11
Destiny Wealth Partners
Florida
$8.83M +$8.8M +211,623 New
SG
12
Strid Group
Pennsylvania
$7.75M +$766K +18,419 +11%
QA
13
Quantitative Advantage
Minnesota
$6.55M +$185K +4,451 +3%
BNP Paribas Financial Markets
14
BNP Paribas Financial Markets
France
$6.02M +$4.17M +100,314 +229%
CCM
15
Condor Capital Management
New Jersey
$5.08M +$581K +13,975 +13%
DC
16
Davenport & Co
Virginia
$4.72M +$498K +11,963 +12%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$4.64M +$140K +3,364 +3%
CRCM
18
Corbett Road Capital Management
Virginia
$4.43M +$4.41K +106 New
GSWM
19
Golden State Wealth Management
California
$3.3M -$427K -10,267 -11%
IF
20
Intrua Financial
Texas
$2.51M -$113K -2,720 -4%
F
21
F3Logic
Minnesota
$2.28M -$93.7K -2,253 -4%
CAAS
22
Capital Asset Advisory Services
Michigan
$2.18M +$180K +4,330 +9%
GSEP
23
Golden State Equity Partners
California
$2.04M +$2.03M +48,852 New
RA
24
RFG Advisory
Alabama
$2.02M -$73.2K -1,759 -3%
Stifel Financial
25
Stifel Financial
Missouri
$1.82M +$1.1M +26,383 +153%

HTRB Hedge Fund Activity: Q4 2020 in Review

47 of the 5,651 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.