Hartford Total Return Bond ETF
HTRB
69 hedge funds and large institutions have $951M invested in Hartford Total Return Bond ETF in 2021 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 30 increasing their positions, 14 reducing their positions, and 7 closing their positions.
186% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 7
114% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 14
21% more funds holding
Funds holding: 57 → 69 (+12)
10% more funds holding in top 10
Funds holding in top 10: 10 → 11 (+1)
8% more capital invested
Capital invested by funds: $882M → $951M (+$69.7M)
1.42% more ownership
Funds ownership: 89.43% → 90.85% (+1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$27.1M |
| 2 |
HFM
Hartford Funds Management
Wayne,
Pennsylvania
|
+$18.2M |
| 3 |
PI
PFS Investments
Duluth,
Georgia
|
+$14.7M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$7.93M |
| 5 |
FPIS
Financial Planning & Information Services
De Pere,
Wisconsin
|
+$6.38M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$13.6M |
| 2 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
-$11.3M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$1.59M |
| 4 |
GPWA
Great Point Wealth Advisors
Boston,
Massachusetts
|
-$1.25M |
| 5 |
Creative Planning
Overland Park,
Kansas
|
-$694K |
HTRB Hedge Fund Activity: Q4 2021 in Review
69 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Hartford Total Return Bond ETF (HTRB) for Q4 2021, worth a combined $951M — up 7.9% from $882M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new HTRB positions and 7 closed out — a net gain of 13 holders — while 30 added to existing stakes and 14 trimmed.
The largest buyer was Horizon Investments, opening a new position worth an estimated $27.1M. The largest seller was Jane Street, cutting an estimated $13.6M.
- 69 institutional investors held Hartford Total Return Bond ETF (HTRB) as of Q4 2021, up from 57 in Q3 2021.
- Funds reported $951M of Hartford Total Return Bond ETF stock for Q4 2021, up 7.9% quarter-over-quarter.
- 20 funds opened new Hartford Total Return Bond ETF positions in Q4 2021 and 7 closed out, a net change of +13 holders.
- The largest Hartford Total Return Bond ETF buyer in Q4 2021 was Horizon Investments, an estimated $27.1M added.
- The largest Hartford Total Return Bond ETF seller in Q4 2021 was Jane Street, an estimated $13.6M sold.
Based on aggregated 13F filings for Q4 2021.