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Hartford Total Return Bond ETF

53 hedge funds and large institutions have $904M invested in Hartford Total Return Bond ETF in 2021 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 12

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

9% more capital invested

Capital invested by funds: $832M → $904M (+$72M)

2% more funds holding

Funds holding: 5253 (+1)

0.61% less ownership

Funds ownership: 89.94%89.33% (-0.61%)

Holders
53
Holders Change
+1
Holders Change %
+1.92%
% of All Funds
0.92%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.17%
New
8
Increased
28
Reduced
12
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HFM
1
Hartford Funds Management
Pennsylvania
$560M
RA
2
Rational Advisors
New York
$51.6M +$25.4M +624,249 +98%
SWM
3
Spire Wealth Management
Virginia
$31M +$1.06M +26,097 +4%
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$23.4M +$11.3M +278,090 +95%
IF
5
IRON Financial
Illinois
$23.2M +$1.86M +45,826 +9%
MIAN
6
Mariner Independent Advisor Network
Kansas
$22.3M +$2.65M +65,166 +14%
GPWA
7
Great Point Wealth Advisors
Massachusetts
$20.4M +$982K +24,148 +5%
BFG
8
Berger Financial Group
Minnesota
$15.8M +$1.71M +42,120 +12%
Bank of America
9
Bank of America
North Carolina
$15.6M +$820K +20,180 +6%
MFGM
10
Marshall Financial Group (Maryland)
Maryland
$15.2M +$1.7M +41,699 +13%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$13.4M +$543K +13,347 +4%
APA
12
American Portfolios Advisors
New York
$11.3M +$731K +17,981 +7%
DWP
13
Destiny Wealth Partners
Florida
$10.1M +$89.1K +2,192 +0.9%
FPIS
14
Financial Planning & Information Services
Wisconsin
$9.06M +$2.37M +58,388 +36%
SG
15
Strid Group
Pennsylvania
$8.41M +$797K +19,608 +11%
QA
16
Quantitative Advantage
Minnesota
$8.29M -$165K -4,062 -2%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$8.15M +$3.27M +80,507 +68%
LPL Financial
18
LPL Financial
California
$7.25M -$1.92M -47,230 -21%
DC
19
Davenport & Co
Virginia
$6.6M +$847K +20,832 +15%
GSEP
20
Golden State Equity Partners
California
$6.19M +$2.96M +72,800 +93%
Creative Planning
21
Creative Planning
Kansas
$5.94M +$381K +9,382 +7%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$5.29M +$3.87M +95,137 +280%
CCM
23
Condor Capital Management
New Jersey
$4.97M -$20.9K -513 -0.4%
Stifel Financial
24
Stifel Financial
Missouri
$3.55M +$1.33M +32,748 +61%
IF
25
Intrua Financial
Texas
$2.24M -$166K -4,087 -7%

HTRB Hedge Fund Activity: Q2 2021 in Review

53 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Hartford Total Return Bond ETF (HTRB) for Q2 2021, worth a combined $904M — up 8.7% from $832M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new HTRB positions and 7 closed out — a net gain of 1 holder — while 28 added to existing stakes and 12 trimmed.

The largest buyer was Rational Advisors, adding an estimated $25.4M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $3.4M sold.

  • 53 institutional investors held Hartford Total Return Bond ETF (HTRB) as of Q2 2021, up from 52 in Q1 2021.
  • Funds reported $904M of Hartford Total Return Bond ETF stock for Q2 2021, up 8.7% quarter-over-quarter.
  • 8 funds opened new Hartford Total Return Bond ETF positions in Q2 2021 and 7 closed out, a net change of +1 holder.
  • The largest Hartford Total Return Bond ETF buyer in Q2 2021 was Rational Advisors, an estimated $25.4M added.
  • The largest Hartford Total Return Bond ETF seller in Q2 2021 was Susquehanna International Group, an estimated $3.4M sold.

Based on aggregated 13F filings for Q2 2021.