HTRB icon

Hartford Total Return Bond ETF

78 hedge funds and large institutions have $971M invested in Hartford Total Return Bond ETF in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 39 increasing their positions, 27 reducing their positions, and 10 closing their positions.

Holders
78
Holders Change
-5
Holders Change %
-6.02%
% of All Funds
1.25%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
7
Increased
39
Reduced
27
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HFM
1
Hartford Funds Management
Pennsylvania
$470M 13,826,943 +118 +0%
AWM
2
AE Wealth Management
Kansas
$91.1M 2,680,524 -39,796 -1%
WWA
3
WCG Wealth Advisors
Nevada
$32.3M 950,191 +27,705 +3%
HI
4
Horizon Investments
North Carolina
$26.6M 784,126 +244,620 +45%
SWM
5
Spire Wealth Management
Virginia
$26M 764,186 +156,282 +26%
FPIS
6
Financial Planning & Information Services
Wisconsin
$24.4M 718,763 +84,097 +13%
MFGM
7
Marshall Financial Group (Maryland)
Maryland
$23.7M 696,954 +200,379 +40%
Bank of America
8
Bank of America
North Carolina
$18M 530,683 +124,803 +31%
Truist Financial
9
Truist Financial
North Carolina
$17.8M 523,278 -31,362 -6%
UBS Group
10
UBS Group
Switzerland
$16M 470,830 +277,875 +144%
PI
11
PFS Investments
Georgia
$15.1M 437,514 +238,488 +120%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$14.8M 434,908 +101,229 +30%
IF
13
IRON Financial
Illinois
$13.8M 407,185 -967 -0.2%
Osaic Holdings
14
Osaic Holdings
Arizona
$13.3M 391,130 +49,413 +14%
QA
15
Quantitative Advantage
Minnesota
$12.7M 373,363 -16,779 -4%
HFS
16
Howard Financial Services
Texas
$12.5M 368,553 +61,895 +20%
FFA
17
Fragasso Financial Advisors
Pennsylvania
$12.3M 360,447 +308,751 +597%
BFG
18
Berger Financial Group
Minnesota
$10.8M 318,466 +15,322 +5%
OIA
19
OneDigital Investment Advisors
Kansas
$10.2M 299,749 -3,236 -1%
TF
20
TimeScale Financial
Massachusetts
$10.2M 299,647 +299,647 New
BC
21
Brio Consultants
California
$9.52M 279,949 -3,427 -1%
DC
22
Davenport & Co
Virginia
$9.02M 265,250 +7,433 +3%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$8.53M 250,812 -21,908 -8%
GPWA
24
Great Point Wealth Advisors
Massachusetts
$6.56M 192,930 +10,796 +6%
RCAG
25
Rehmann Capital Advisory Group
Michigan
$5.34M 156,967 -35,188 -18%