Hartford Total Return Bond ETF
HTRB
79 hedge funds and large institutions have $979M invested in Hartford Total Return Bond ETF in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 39 increasing their positions, 27 reducing their positions, and 10 closing their positions.
44% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 27
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
11% more capital invested
Capital invested by funds: $885M → $979M (+$93.7M)
1.98% more ownership
Funds ownership: 93.01% → 94.99% (+2%)
5% less funds holding
Funds holding: 83 → 79 (-4)
20% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FFA
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
+$10.4M |
| 2 |
TF
TimeScale Financial
Danvers,
Massachusetts
|
+$10.1M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$9.39M |
| 4 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$8.27M |
| 5 |
PI
PFS Investments
Duluth,
Georgia
|
+$8.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$3.32M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$2.12M |
| 3 |
LWMNY
Landmark Wealth Management (New York)
Melville,
New York
|
-$2.09M |
| 4 |
OWM
Opes Wealth Management
Menlo Park,
California
|
-$1.46M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$1.34M |
HTRB Hedge Fund Activity: Q1 2023 in Review
79 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Hartford Total Return Bond ETF (HTRB) for Q1 2023, worth a combined $979M — up 11% from $885M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of HTRB and 8 opened new positions — a net loss of 2 holders — while 27 trimmed existing stakes and 39 added.
The largest buyer was Fragasso Financial Advisors, adding an estimated $10.4M. The largest seller was Jane Street, exiting entirely with an estimated $3.32M sold.
- 79 institutional investors held Hartford Total Return Bond ETF (HTRB) as of Q1 2023, down from 83 in Q4 2022.
- Funds reported $979M of Hartford Total Return Bond ETF stock for Q1 2023, up 11% quarter-over-quarter.
- 8 funds opened new Hartford Total Return Bond ETF positions in Q1 2023 and 10 closed out, a net change of -2 holders.
- The largest Hartford Total Return Bond ETF buyer in Q1 2023 was Fragasso Financial Advisors, an estimated $10.4M added.
- The largest Hartford Total Return Bond ETF seller in Q1 2023 was Jane Street, an estimated $3.32M sold.
Based on aggregated 13F filings for Q1 2023.