Hartford Total Return Bond ETF
HTRB
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 8 closing their positions.
276% more capital inflows, than outflows
Capital inflows: $104M | Capital outflows: $27.7M
113% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 8
42% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 26
9% more funds holding
Funds holding: 79 → 86 (+7)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
3.98% less ownership
Funds ownership: 94.99% → 91.01% (-4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WMS Partners
Towson,
Maryland
|
+$35.6M |
| 2 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$12.5M |
| 3 |
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
+$8.68M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$8.64M |
| 5 |
LPL Financial
San Diego,
California
|
+$4.31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AE Wealth Management
Topeka,
Kansas
|
-$6.28M |
| 2 |
Horizon Investments
Charlotte,
North Carolina
|
-$5.4M |
| 3 |
Arcadia Wealth Management (New Hampshire)
Manchester,
New Hampshire
|
-$4.18M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$2.83M |
| 5 |
Rehmann Capital Advisory Group
Lansing,
Michigan
|
-$2.2M |
HTRB Hedge Fund Activity: Q2 2023 in Review
86 of the 6,390 institutional investors tracked by Wall St. Rank reported a position in Hartford Total Return Bond ETF (HTRB) for Q2 2023, worth a combined $1.04B — up 5.8% from $979M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new HTRB positions and 8 closed out — a net gain of 9 holders — while 37 added to existing stakes and 26 trimmed.
The largest buyer was WMS Partners, opening a new position worth an estimated $35.6M. The largest seller was AE Wealth Management, cutting an estimated $6.28M.
- 86 institutional investors held Hartford Total Return Bond ETF (HTRB) as of Q2 2023, up from 79 in Q1 2023.
- Funds reported $1.04B of Hartford Total Return Bond ETF stock for Q2 2023, up 5.8% quarter-over-quarter.
- 17 funds opened new Hartford Total Return Bond ETF positions in Q2 2023 and 8 closed out, a net change of +9 holders.
- The largest Hartford Total Return Bond ETF buyer in Q2 2023 was WMS Partners, an estimated $35.6M added.
- The largest Hartford Total Return Bond ETF seller in Q2 2023 was AE Wealth Management, an estimated $6.28M sold.
Based on aggregated 13F filings for Q2 2023.