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Hartford Total Return Bond ETF

83 hedge funds and large institutions have $885M invested in Hartford Total Return Bond ETF in 2022 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 36 increasing their positions, 26 reducing their positions, and 5 closing their positions.

Holders
83
Holders Change
+11
Holders Change %
+15.28%
% of All Funds
1.34%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
18
Increased
36
Reduced
26
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HFM
1
Hartford Funds Management
Pennsylvania
$457M 13,826,825 +50,095 +0.4%
AWM
2
AE Wealth Management
Kansas
$89.9M 2,720,320 -290,472 -10%
WWA
3
WCG Wealth Advisors
Nevada
$30.5M 922,486 +90,259 +11%
FPIS
4
Financial Planning & Information Services
Wisconsin
$21M 634,666 +32,006 +5%
SWM
5
Spire Wealth Management
Virginia
$20.1M 607,904 +8,895 +1%
Truist Financial
6
Truist Financial
North Carolina
$18.3M 554,640 -138,086 -20%
HI
7
Horizon Investments
North Carolina
$17.8M 539,506 +9,067 +2%
MFGM
8
Marshall Financial Group (Maryland)
Maryland
$16.4M 496,575 +241,357 +95%
IF
9
IRON Financial
Illinois
$13.5M 408,152 -64,476 -14%
Bank of America
10
Bank of America
North Carolina
$13.4M 405,880 +38,932 +11%
QA
11
Quantitative Advantage
Minnesota
$12.9M 390,142 -2,398 -0.6%
Osaic Holdings
12
Osaic Holdings
Arizona
$11.3M 341,717 +272,887 +396%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$11M 333,679 +21,146 +7%
HFS
14
Howard Financial Services
Texas
$10.1M 306,658 +142,336 +87%
BFG
15
Berger Financial Group
Minnesota
$10M 303,144 +10,074 +3%
OIA
16
OneDigital Investment Advisors
Kansas
$10M 302,985 +302,985 New
BC
17
Brio Consultants
California
$9.36M 283,376 -76,747 -21%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$9.01M 272,720 +49,877 +22%
DC
19
Davenport & Co
Virginia
$8.52M 257,817 +24,055 +10%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$6.67M 201,837 +151,002 +297%
PI
21
PFS Investments
Georgia
$6.58M 199,026 +55,683 +39%
UBS Group
22
UBS Group
Switzerland
$6.38M 192,955 +107,421 +126%
RCAG
23
Rehmann Capital Advisory Group
Michigan
$6.35M 192,155 +3,170 +2%
GPWA
24
Great Point Wealth Advisors
Massachusetts
$6.02M 182,134 +19,274 +12%
Mariner
25
Mariner
Kansas
$4.58M 138,685 +138,685 New