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Hartford Total Return Bond ETF

86 hedge funds and large institutions have $1.04B invested in Hartford Total Return Bond ETF in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 37 increasing their positions, 26 reducing their positions, and 7 closing their positions.

Holders
86
Holders Change
+8
Holders Change %
+10.26%
% of All Funds
1.36%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
17
Increased
37
Reduced
26
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HFM
1
Hartford Funds Management
Pennsylvania
$463M 13,835,119 +8,176 +0.1%
AWM
2
AE Wealth Management
Kansas
$83.4M 2,494,874 -185,650 -7%
SWM
3
Spire Wealth Management
Virginia
$36.8M 802,272 +38,086 +5%
WP
4
WMS Partners
Maryland
$35.2M 1,052,694 +1,052,694 New
WWA
5
WCG Wealth Advisors
Nevada
$34.1M 1,018,960 +68,769 +7%
Bank of America
6
Bank of America
North Carolina
$26.3M 786,137 +255,454 +48%
FPIS
7
Financial Planning & Information Services
Wisconsin
$25.4M 758,837 +40,074 +6%
MFGM
8
Marshall Financial Group (Maryland)
Maryland
$25.3M 756,680 +59,726 +9%
HI
9
Horizon Investments
North Carolina
$20.8M 624,537 -159,589 -20%
FFA
10
Fragasso Financial Advisors
Pennsylvania
$20.6M 617,145 +256,698 +71%
Truist Financial
11
Truist Financial
North Carolina
$17.1M 511,075 -12,203 -2%
UBS Group
12
UBS Group
Switzerland
$16.2M 484,659 +13,829 +3%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$16M 477,895 +42,987 +10%
PI
14
PFS Investments
Georgia
$15.8M 473,428 +35,914 +8%
Osaic Holdings
15
Osaic Holdings
Arizona
$14.3M 427,296 +36,166 +9%
IF
16
IRON Financial
Illinois
$13M 389,252 -17,933 -4%
HFS
17
Howard Financial Services
Texas
$12.9M 386,868 +18,315 +5%
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
$12.4M 369,704 +369,704 New
BFG
19
Berger Financial Group
Minnesota
$11.7M 348,837 +30,371 +10%
DC
20
Davenport & Co
Virginia
$9.84M 294,434 +29,184 +11%
OIA
21
OneDigital Investment Advisors
Kansas
$9.84M 294,374 -5,375 -2%
TF
22
TimeScale Financial
Massachusetts
$9.84M 294,339 -5,308 -2%
BC
23
Brio Consultants
California
$9.14M 273,499 -6,450 -2%
LPL Financial
24
LPL Financial
California
$8.28M 247,593 +127,415 +106%
GPWA
25
Great Point Wealth Advisors
Massachusetts
$8.23M 246,303 +53,373 +28%