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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.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

55% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 29

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

6% more funds holding

Funds holding: 8691 (+5)

4% more capital invested

Capital invested by funds: $1.04B → $1.07B (+$38M)

3.61% less ownership

Funds ownership: 91.01%87.39% (-3.6%)

Holders
91
Holders Change
+5
Holders Change %
+5.81%
% of All Funds
1.44%
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 Holding Trade Value Shares
Change
Change in
Stake
HFM
1
Hartford Funds Management
Pennsylvania
$452M +$8.23M +249,807 +2%
AWM
2
AE Wealth Management
Kansas
$80M -$43K -1,305 -0.1%
WP
3
WMS Partners
Maryland
$43.7M +$10.2M +308,750 +29%
WWA
4
WCG Wealth Advisors
Nevada
$35.1M +$1.79M +54,441 +5%
Bank of America
5
Bank of America
North Carolina
$32.7M +$7.71M +233,960 +30%
FPIS
6
Financial Planning & Information Services
Wisconsin
$28.7M +$4.48M +136,046 +18%
SWM
7
Spire Wealth Management
Virginia
$26.2M +$496K +15,033 +2%
MFGM
8
Marshall Financial Group (Maryland)
Maryland
$24.1M -$198K -5,996 -0.8%
Osaic Holdings
9
Osaic Holdings
Arizona
$22.1M +$8.62M +261,580 +61%
FFA
10
Fragasso Financial Advisors
Pennsylvania
$20.7M +$950K +28,836 +5%
Jane Street
11
Jane Street
New York
$19.8M +$17.3M +525,711 +579%
UBS Group
12
UBS Group
Switzerland
$18.5M +$3.02M +91,704 +19%
Truist Financial
13
Truist Financial
North Carolina
$17.5M +$1.09M +32,966 +6%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$16.6M +$10.1M +307,302 +145%
HI
15
Horizon Investments
North Carolina
$16.2M -$3.91M -118,715 -19%
LPL Financial
16
LPL Financial
California
$15.7M +$7.92M +240,131 +97%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$15.5M +$16M +484,262 New
HFS
18
Howard Financial Services
Texas
$14.8M +$2.49M +75,609 +20%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$13.5M -$1.9M -57,616 -12%
CAPTRUST Financial Advisors
20
CAPTRUST Financial Advisors
North Carolina
$12.4M +$593K +17,987 +5%
IF
21
IRON Financial
Illinois
$12.2M -$302K -9,154 -2%
BFG
22
Berger Financial Group
Minnesota
$12M +$875K +26,536 +8%
DC
23
Davenport & Co
Virginia
$10.3M +$876K +26,573 +9%
RJA
24
Raymond James & Associates
Florida
$9.82M +$9.67M +293,473 +2,358%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$8.67M +$821K +24,904 +10%

HTRB Hedge Fund Activity: Q3 2023 in Review

91 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Hartford Total Return Bond ETF (HTRB) for Q3 2023, worth a combined $1.07B — up 3.7% from $1.04B a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new HTRB positions and 5 closed out — a net gain of 7 holders — while 45 added to existing stakes and 29 trimmed.

The largest buyer was Jane Street, adding an estimated $17.3M. The largest seller was OneDigital Investment Advisors, cutting an estimated $5.3M.

  • 91 institutional investors held Hartford Total Return Bond ETF (HTRB) as of Q3 2023, up from 86 in Q2 2023.
  • Funds reported $1.07B of Hartford Total Return Bond ETF stock for Q3 2023, up 3.7% quarter-over-quarter.
  • 12 funds opened new Hartford Total Return Bond ETF positions in Q3 2023 and 5 closed out, a net change of +7 holders.
  • The largest Hartford Total Return Bond ETF buyer in Q3 2023 was Jane Street, an estimated $17.3M added.
  • The largest Hartford Total Return Bond ETF seller in Q3 2023 was OneDigital Investment Advisors, an estimated $5.3M sold.

Based on aggregated 13F filings for Q3 2023.