HTRB icon

Hartford Total Return Bond ETF

91 hedge funds and large institutions have $1.07B invested in Hartford Total Return Bond ETF in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 45 increasing their positions, 29 reducing their positions, and 5 closing their positions.

Holders
91
Holders Change
+5
Holders Change %
+5.81%
% of All Funds
1.45%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
12
Increased
45
Reduced
29
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HFM
1
Hartford Funds Management
Pennsylvania
$452M 14,084,926 +249,807 +2%
AWM
2
AE Wealth Management
Kansas
$80M 2,493,569 -1,305 -0.1%
WP
3
WMS Partners
Maryland
$43.7M 1,361,444 +308,750 +29%
WWA
4
WCG Wealth Advisors
Nevada
$35.1M 1,073,401 +54,441 +5%
Bank of America
5
Bank of America
North Carolina
$32.7M 1,020,097 +233,960 +30%
FPIS
6
Financial Planning & Information Services
Wisconsin
$28.7M 894,883 +136,046 +18%
SWM
7
Spire Wealth Management
Virginia
$26.2M 817,305 +15,033 +2%
MFGM
8
Marshall Financial Group (Maryland)
Maryland
$24.1M 750,684 -5,996 -0.8%
Osaic Holdings
9
Osaic Holdings
Arizona
$22.1M 688,876 +261,580 +61%
FFA
10
Fragasso Financial Advisors
Pennsylvania
$20.7M 645,981 +28,836 +5%
Jane Street
11
Jane Street
New York
$19.8M 616,469 +525,711 +579%
UBS Group
12
UBS Group
Switzerland
$18.5M 576,363 +91,704 +19%
Truist Financial
13
Truist Financial
North Carolina
$17.5M 544,041 +32,966 +6%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$16.6M 518,759 +307,302 +145%
HI
15
Horizon Investments
North Carolina
$16.2M 505,822 -118,715 -19%
LPL Financial
16
LPL Financial
California
$15.7M 487,724 +240,131 +97%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$15.5M 484,262 +484,262 New
HFS
18
Howard Financial Services
Texas
$14.8M 462,477 +75,609 +20%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$13.5M 420,279 -57,616 -12%
CAPTRUST Financial Advisors
20
CAPTRUST Financial Advisors
North Carolina
$12.4M 387,691 +17,987 +5%
IF
21
IRON Financial
Illinois
$12.2M 380,098 -9,154 -2%
BFG
22
Berger Financial Group
Minnesota
$12M 375,373 +26,536 +8%
DC
23
Davenport & Co
Virginia
$10.3M 321,007 +26,573 +9%
RJA
24
Raymond James & Associates
Florida
$9.82M 305,917 +293,473 +2,358%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$8.67M 270,184 +24,904 +10%