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Hartford Total Return Bond ETF
HTRB

Overview Fund Activity

95 hedge funds and large institutions have $1.17B invested in Hartford Total Return Bond ETF in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 47 increasing their positions, 27 reducing their positions, and 14 closing their positions.

Holders
95
Holders Change
+4
Holders Change %
+4.4%
% of All Funds
1.39%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.13%
New
19
Increased
47
Reduced
27
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$75.8M
2
UBS Group
2
UBS Group
Switzerland
$44M
3
B
3
Bensler
Washington
$13M
4
CCM
4
Condor Capital Management
New Jersey
$6.61M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$6.29M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$940K
2
Osaic Holdings
2
Osaic Holdings
Arizona
$5.61M
3
WP
3
WMS Partners
Maryland
$39.2M
4
Jane Street
4
Jane Street
New York
$13.9M
5
WWA
5
WCG Wealth Advisors
Nevada
$31.2M
Name Market Value Shares Shares
Change 		Shares
Change %
HFM
1
Hartford Funds Management
Pennsylvania
$479M 14,084,631 -295 -0%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$75.8M 2,228,361 +2,124,104 +2,037%
UBS Group
3
UBS Group
Switzerland
$44M 1,294,063 +717,700 +125%
WP
4
WMS Partners
Maryland
$39.2M 1,151,691 -209,753 -15%
Bank of America
5
Bank of America
North Carolina
$38.3M 1,126,090 +105,993 +10%
FPIS
6
Financial Planning & Information Services
Wisconsin
$32.3M 950,228 +55,345 +6%
WWA
7
WCG Wealth Advisors
Nevada
$31.2M 917,644 -155,757 -15%
SWM
8
Spire Wealth Management
Virginia
$26.4M 784,771 -32,534 -4%
MFGM
9
Marshall Financial Group (Maryland)
Maryland
$25.3M 744,693 -5,991 -0.8%
FFA
10
Fragasso Financial Advisors
Pennsylvania
$21M 617,035 -28,946 -4%
Truist Financial
11
Truist Financial
North Carolina
$19.9M 586,060 +42,019 +8%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$18.7M 549,759 +31,000 +6%
LPL Financial
13
LPL Financial
California
$18.6M 546,625 +58,901 +12%
HFS
14
Howard Financial Services
Texas
$18.4M 541,033 +78,556 +17%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$16.3M 478,924 -5,338 -1%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$15.3M 448,505 +28,226 +7%
HI
17
Horizon Investments
North Carolina
$14.2M 418,810 -87,012 -17%
Jane Street
18
Jane Street
New York
$13.9M 407,814 -208,655 -34%
BFG
19
Berger Financial Group
Minnesota
$13.3M 390,865 +15,492 +4%
B
20
Bensler
Washington
$13M 382,975 +382,975 New
RJA
21
Raymond James & Associates
Florida
$12.8M 375,168 +69,251 +23%
CAPTRUST Financial Advisors
22
CAPTRUST Financial Advisors
North Carolina
$12.7M 373,209 -14,482 -4%
IF
23
IRON Financial
Illinois
$12.3M 362,778 -17,320 -5%
DC
24
Davenport & Co
Virginia
$11.2M 330,534 +9,527 +3%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$11M 323,290 +114,042 +55%
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