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Hartford Total Return Bond ETF

76 hedge funds and large institutions have $1.11B invested in Hartford Total Return Bond ETF in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 35 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

67% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 21

18% more capital invested

Capital invested by funds: $943M → $1.11B (+$169M)

10% more funds holding

Funds holding: 6976 (+7)

6.74% more ownership

Funds ownership: 90.85%97.59% (+6.7%)

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

Holders
76
Holders Change
+7
Holders Change %
+10.14%
% of All Funds
1.2%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.13%
New
17
Increased
35
Reduced
21
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HFM
1
Hartford Funds Management
Pennsylvania
$565M +$30.4M +800,082 +5%
AWM
2
AE Wealth Management
Kansas
$134M +$138M +3,631,496 +21,293%
Jane Street
3
Jane Street
New York
$35.7M +$35.3M +928,326 +2,282%
SWM
4
Spire Wealth Management
Virginia
$31.1M +$1.54M +40,490 +5%
Truist Financial
5
Truist Financial
North Carolina
$26.6M +$27.5M +722,278 New
FPIS
6
Financial Planning & Information Services
Wisconsin
$26.1M +$2.43M +63,873 +10%
HI
7
Horizon Investments
North Carolina
$25.6M +$1.11M +29,127 +4%
BFG
8
Berger Financial Group
Minnesota
$24.3M +$7.01M +184,230 +39%
IF
9
IRON Financial
Illinois
$19.1M -$1.36M -35,818 -6%
AF
10
Allworth Financial
California
$18.2M +$15M +393,052 +389%
PI
11
PFS Investments
Georgia
$15.9M +$2.63M +69,191 +19%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$15.5M +$7.66M +201,275 +91%
Bank of America
13
Bank of America
North Carolina
$14.3M +$7.94M +208,525 +116%
APA
14
American Portfolios Advisors
New York
$13.2M +$1.32M +34,806 +11%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$12.5M +$180K +4,719 +1%
DWP
16
Destiny Wealth Partners
Florida
$10.1M +$6.05K +159 +0.1%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$9.48M +$2.26M +59,338 +30%
MFGM
18
Marshall Financial Group (Maryland)
Maryland
$9.04M -$5.17M -135,965 -36%
DC
19
Davenport & Co
Virginia
$8.44M +$1.4M +36,803 +19%
LWMNY
20
Landmark Wealth Management (New York)
New York
$7.57M +$7.76M +203,868 +104%
SG
21
Strid Group
Pennsylvania
$7.53M -$53.4K -1,404 -0.7%
QA
22
Quantitative Advantage
Minnesota
$7.47M -$56.7K -1,490 -0.7%
MIAN
23
Mariner Independent Advisor Network
Kansas
$7.13M -$1.61M -42,290 -18%
Citadel Advisors
24
Citadel Advisors
Florida
$6.48M +$6.7M +176,033 New
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$5.07M +$67.7K +1,778 +1%

HTRB Hedge Fund Activity: Q1 2022 in Review

76 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Hartford Total Return Bond ETF (HTRB) for Q1 2022, worth a combined $1.11B — up 18% from $943M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new HTRB positions and 9 closed out — a net gain of 8 holders — while 35 added to existing stakes and 21 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $138M. The largest seller was Great Point Wealth Advisors, exiting entirely with an estimated $19.2M sold.

  • 76 institutional investors held Hartford Total Return Bond ETF (HTRB) as of Q1 2022, up from 69 in Q4 2021.
  • Funds reported $1.11B of Hartford Total Return Bond ETF stock for Q1 2022, up 18% quarter-over-quarter.
  • 17 funds opened new Hartford Total Return Bond ETF positions in Q1 2022 and 9 closed out, a net change of +8 holders.
  • The largest Hartford Total Return Bond ETF buyer in Q1 2022 was AE Wealth Management, an estimated $138M added.
  • The largest Hartford Total Return Bond ETF seller in Q1 2022 was Great Point Wealth Advisors, an estimated $19.2M sold.

Based on aggregated 13F filings for Q1 2022.