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Hartford Total Return Bond ETF

72 hedge funds and large institutions have $844M invested in Hartford Total Return Bond ETF in 2022 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 23 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 9

7% more funds holding

Funds holding: 6772 (+5)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

1.48% less ownership

Funds ownership: 93.65%92.17% (-1.5%)

7% less capital invested

Capital invested by funds: $911M → $844M (-$67.2M)

18% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 28

Holders
72
Holders Change
+5
Holders Change %
+7.46%
% of All Funds
1.24%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
16
Increased
23
Reduced
28
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HFM
1
Hartford Funds Management
Pennsylvania
$447M -$24M -699,986 -5%
AWM
2
AE Wealth Management
Kansas
$97.7M -$7.52M -218,918 -7%
WWA
3
WCG Wealth Advisors
Nevada
$29.6M -$1.35M -39,249 -5%
Truist Financial
4
Truist Financial
North Carolina
$22.5M -$1.71M -49,917 -7%
FPIS
5
Financial Planning & Information Services
Wisconsin
$19.6M +$658K +19,173 +3%
SWM
6
Spire Wealth Management
Virginia
$19.4M -$1.52M -44,177 -7%
HI
7
Horizon Investments
North Carolina
$17.2M +$18.2M +530,439 New
IF
8
IRON Financial
Illinois
$15.3M -$435K -12,680 -3%
QA
9
Quantitative Advantage
Minnesota
$12.7M +$6.88M +200,473 +104%
Bank of America
10
Bank of America
North Carolina
$11.9M +$223K +6,501 +2%
BC
11
Brio Consultants
California
$11.4M +$12.4M +360,123 New
APA
12
American Portfolios Advisors
New York
$10.5M -$405K -11,781 -4%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$10.1M +$4.52M +131,496 +73%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$9.76M -$1.11M -32,228 -10%
BFG
15
Berger Financial Group
Minnesota
$9.51M +$823K +23,959 +9%
DWP
16
Destiny Wealth Partners
Florida
$8.55M -$23.6K -688 -0.3%
MFGM
17
Marshall Financial Group (Maryland)
Maryland
$8.28M -$199K -5,793 -2%
DC
18
Davenport & Co
Virginia
$7.58M +$601K +17,506 +8%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$7.23M +$1.8M +52,278 +31%
RCAG
20
Rehmann Capital Advisory Group
Michigan
$6.13M +$6.49M +188,985 New
HFS
21
Howard Financial Services
Texas
$5.33M +$3.09M +90,099 +121%
GPWA
22
Great Point Wealth Advisors
Massachusetts
$5.28M -$2.26M -65,880 -29%
MIAN
23
Mariner Independent Advisor Network
Kansas
$5.13M -$740K -21,556 -12%
SG
24
Strid Group
Pennsylvania
$4.49M +$126K +3,666 +3%
LWMNY
25
Landmark Wealth Management (New York)
New York
$4.23M -$1.49M -43,253 -25%

HTRB Hedge Fund Activity: Q3 2022 in Review

72 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Hartford Total Return Bond ETF (HTRB) for Q3 2022, worth a combined $844M — down 7.4% from $911M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new HTRB positions and 9 closed out — a net gain of 7 holders — while 23 added to existing stakes and 28 trimmed.

The largest buyer was Horizon Investments, opening a new position worth an estimated $18.2M. The largest seller was Hartford Funds Management, cutting an estimated $24M.

  • 72 institutional investors held Hartford Total Return Bond ETF (HTRB) as of Q3 2022, up from 67 in Q2 2022.
  • Funds reported $844M of Hartford Total Return Bond ETF stock for Q3 2022, down 7.4% quarter-over-quarter.
  • 16 funds opened new Hartford Total Return Bond ETF positions in Q3 2022 and 9 closed out, a net change of +7 holders.
  • The largest Hartford Total Return Bond ETF buyer in Q3 2022 was Horizon Investments, an estimated $18.2M added.
  • The largest Hartford Total Return Bond ETF seller in Q3 2022 was Hartford Funds Management, an estimated $24M sold.

Based on aggregated 13F filings for Q3 2022.