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Hartford Total Return Bond ETF
HTRB

89 hedge funds and large institutions have $1.29B invested in Hartford Total Return Bond ETF in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 56 increasing their positions, 25 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 25

11% more capital invested

Capital invested by funds: $1.17B → $1.29B (+$123M)

0% more funds holding in top 10

Funds holding in top 10: 9 → 9 (0)

2.75% less ownership

Funds ownership: 83.16% → 80.41% (-2.8%)

6% less funds holding

Funds holding: 95 → 89 (-6)

33% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 12

Holders
89
Holders Change
-6
Holders Change %
-6.32%
% of All Funds
1.28%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
8
Increased
56
Reduced
25
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACM
Advance Capital Management
Michigan
+$12.6M
2
WP
WMS Partners
Maryland
+$10.1M
3
HFM
Hartford Funds Management
Pennsylvania
+$6.74M
4
LPL Financial
LPL Financial
California
+$5.38M
5
FPIS
Financial Planning & Information Services
Wisconsin
+$4.96M

Top Sellers

1
Jane Street
Jane Street
New York
-$13.9M
2
RJA
Raymond James & Associates
Florida
-$7.74M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$6.4M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$6.29M
5
WWA
WCG Wealth Advisors
Nevada
-$4.44M
Name Holding Trade Value Shares
Change 		Change in
Stake
HFM
1
Hartford Funds Management
Pennsylvania
$478M +$6.74M +199,943 +1%
SWM
2
Spire Wealth Management
Virginia
$123M +$432K +12,819 +2%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$68.8M -$6.4M -189,965 -9%
WP
4
WMS Partners
Maryland
$49M +$10.1M +299,746 +26%
UBS Group
5
UBS Group
Switzerland
$45.1M +$1.43M +42,464 +3%
Bank of America
6
Bank of America
North Carolina
$42.4M +$4.43M +131,505 +12%
FPIS
7
Financial Planning & Information Services
Wisconsin
$37M +$4.96M +147,356 +16%
MFGM
8
Marshall Financial Group (Maryland)
Maryland
$29.4M +$4.23M +125,682 +17%
WWA
9
WCG Wealth Advisors
Nevada
$26.5M -$4.44M -131,765 -14%
LPL Financial
10
LPL Financial
California
$23.8M +$5.38M +159,682 +29%
FFA
11
Fragasso Financial Advisors
Pennsylvania
$21.6M +$742K +22,036 +4%
HFS
12
Howard Financial Services
Texas
$21.3M +$3.07M +91,245 +17%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$19.4M +$876K +25,992 +5%
Truist Financial
14
Truist Financial
North Carolina
$19M -$728K -21,603 -4%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$16.7M +$1.6M +47,480 +11%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$16.2M +$30.2K +897 +0.2%
BFG
17
Berger Financial Group
Minnesota
$15.8M +$2.65M +78,774 +20%
B
18
Bensler
Washington
$14.8M +$1.91M +56,692 +15%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$14.1M +$3.16M +93,844 +29%
HI
20
Horizon Investments
North Carolina
$14.1M -$10.3K -305 -0.1%
DC
21
Davenport & Co
Virginia
$12.9M +$1.7M +50,354 +15%
ACM
22
Advance Capital Management
Michigan
$12.7M +$12.6M +375,478 New
GPWA
23
Great Point Wealth Advisors
Massachusetts
$12.3M +$3.55M +105,382 +41%
IF
24
IRON Financial
Illinois
$12.2M -$66.8K -1,983 -0.5%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$10.8M +$1.1M +32,761 +11%
1
2 3 4 5

HTRB Hedge Fund Activity: Q1 2024 in Review

89 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Hartford Total Return Bond ETF (HTRB) for Q1 2024, worth a combined $1.29B — up 11% from $1.17B a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of HTRB and 8 opened new positions — a net loss of 4 holders — while 25 trimmed existing stakes and 56 added.

The largest buyer was Advance Capital Management, opening a new position worth an estimated $12.6M. The largest seller was Jane Street, exiting entirely with an estimated $13.9M sold.

  • 89 institutional investors held Hartford Total Return Bond ETF (HTRB) as of Q1 2024, down from 95 in Q4 2023.
  • Funds reported $1.29B of Hartford Total Return Bond ETF stock for Q1 2024, up 11% quarter-over-quarter.
  • 8 funds opened new Hartford Total Return Bond ETF positions in Q1 2024 and 12 closed out, a net change of -4 holders.
  • The largest Hartford Total Return Bond ETF buyer in Q1 2024 was Advance Capital Management, an estimated $12.6M added.
  • The largest Hartford Total Return Bond ETF seller in Q1 2024 was Jane Street, an estimated $13.9M sold.

Based on aggregated 13F filings for Q1 2024.