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Hartford Total Return Bond ETF
HTRB

Overview Fund Activity

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.

Holders
89
Holders Change
-6
Holders Change %
-6.32%
% of All Funds
1.29%
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
1
Advance Capital Management
Michigan
$12.7M
2
WP
2
WMS Partners
Maryland
$49M
3
HFM
3
Hartford Funds Management
Pennsylvania
$478M
4
LPL Financial
4
LPL Financial
California
$23.8M
5
FPIS
5
Financial Planning & Information Services
Wisconsin
$37M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
RJA
2
Raymond James & Associates
Florida
$4.91M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$68.8M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$0
5
WWA
5
WCG Wealth Advisors
Nevada
$26.5M
Name Market Value Shares Shares
Change 		Shares
Change %
HFM
1
Hartford Funds Management
Pennsylvania
$478M 14,284,574 +199,943 +1%
SWM
2
Spire Wealth Management
Virginia
$123M 797,590 +12,819 +2%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$68.8M 2,038,396 -189,965 -9%
WP
4
WMS Partners
Maryland
$49M 1,451,437 +299,746 +26%
UBS Group
5
UBS Group
Switzerland
$45.1M 1,336,527 +42,464 +3%
Bank of America
6
Bank of America
North Carolina
$42.4M 1,257,595 +131,505 +12%
FPIS
7
Financial Planning & Information Services
Wisconsin
$37M 1,097,584 +147,356 +16%
MFGM
8
Marshall Financial Group (Maryland)
Maryland
$29.4M 870,375 +125,682 +17%
WWA
9
WCG Wealth Advisors
Nevada
$26.5M 785,879 -131,765 -14%
LPL Financial
10
LPL Financial
California
$23.8M 706,307 +159,682 +29%
FFA
11
Fragasso Financial Advisors
Pennsylvania
$21.6M 639,071 +22,036 +4%
HFS
12
Howard Financial Services
Texas
$21.3M 632,278 +91,245 +17%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$19.4M 575,751 +25,992 +5%
Truist Financial
14
Truist Financial
North Carolina
$19M 564,457 -21,603 -4%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$16.7M 495,985 +47,480 +11%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$16.2M 479,821 +897 +0.2%
BFG
17
Berger Financial Group
Minnesota
$15.8M 469,639 +78,774 +20%
B
18
Bensler
Washington
$14.8M 439,667 +56,692 +15%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$14.1M 417,134 +93,844 +29%
HI
20
Horizon Investments
North Carolina
$14.1M 418,505 -305 -0.1%
DC
21
Davenport & Co
Virginia
$12.9M 380,888 +50,354 +15%
ACM
22
Advance Capital Management
Michigan
$12.7M 375,478 +375,478 New
GPWA
23
Great Point Wealth Advisors
Massachusetts
$12.3M 365,350 +105,382 +41%
IF
24
IRON Financial
Illinois
$12.2M 360,795 -1,983 -0.5%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$10.8M 320,278 +32,761 +11%
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