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Hartford Total Return Bond ETF
HTRB

99 hedge funds and large institutions have $1.27B invested in Hartford Total Return Bond ETF in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 49 increasing their positions, 32 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 3

53% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 32

11% more funds holding

Funds holding: 89 → 99 (+10)

0.92% less ownership

Funds ownership: 80.41% → 79.48% (-0.92%)

1% less capital invested

Capital invested by funds: $1.29B → $1.27B (-$19M)

11% less funds holding in top 10

Funds holding in top 10: 9 → 8 (-1)

Holders
99
Holders Change
+10
Holders Change %
+11.24%
% of All Funds
1.43%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
15
Increased
49
Reduced
32
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WWA
WCG Wealth Advisors
Nevada
+$11.8M
2
Truist Financial
Truist Financial
North Carolina
+$7.87M
3
WP
WMS Partners
Maryland
+$6.73M
4
BC
Brio Consultants
California
+$6.55M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$6.52M

Top Sellers

1
MFGM
Marshall Financial Group (Maryland)
Maryland
-$13.3M
2
DC
Davenport & Co
Virginia
-$10M
3
SW
Simplicity Wealth
New Jersey
-$4.19M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$2.83M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$2.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
HFM
1
Hartford Funds Management
Pennsylvania
$483M +$5M +149,883 +1%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$66.5M -$1.8M -54,079 -3%
WP
3
WMS Partners
Maryland
$55.4M +$6.73M +201,784 +14%
Bank of America
4
Bank of America
North Carolina
$46.7M +$4.58M +137,267 +11%
UBS Group
5
UBS Group
Switzerland
$44.3M -$469K -14,060 -1%
FPIS
6
Financial Planning & Information Services
Wisconsin
$40.8M +$3.98M +119,379 +11%
WWA
7
WCG Wealth Advisors
Nevada
$38.1M +$11.8M +352,787 +45%
LPL Financial
8
LPL Financial
California
$27.5M +$3.87M +116,150 +16%
Truist Financial
9
Truist Financial
North Carolina
$26.8M +$7.87M +236,074 +42%
FFA
10
Fragasso Financial Advisors
Pennsylvania
$26.3M +$4.9M +146,846 +23%
SWM
11
Spire Wealth Management
Virginia
$25.7M -$903K -27,095 -3%
HFS
12
Howard Financial Services
Texas
$25.5M +$4.34M +130,224 +21%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$23.2M +$6.52M +195,514 +39%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$21.5M +$2.25M +67,499 +12%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$20.4M +$6.45M +193,395 +46%
BFG
16
Berger Financial Group
Minnesota
$18.2M +$2.49M +74,669 +16%
SA
17
Sanctuary Advisors
Indiana
$17.6M +$17.9M +537,798 New
B
18
Bensler
Washington
$16.3M +$1.58M +47,435 +11%
MFGM
19
Marshall Financial Group (Maryland)
Maryland
$15.7M -$13.3M -400,359 -46%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$13.9M -$2.12M -63,536 -13%
GPWA
21
Great Point Wealth Advisors
Massachusetts
$12.9M +$624K +18,722 +5%
ACM
22
Advance Capital Management
Michigan
$12.8M +$259K +7,754 +2%
HI
23
Horizon Investments
North Carolina
$11.9M -$2.05M -61,342 -15%
IF
24
IRON Financial
Illinois
$11.9M -$187K -5,612 -2%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$11.7M +$938K +28,128 +9%
1
2 3 4 5

HTRB Hedge Fund Activity: Q2 2024 in Review

99 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Hartford Total Return Bond ETF (HTRB) for Q2 2024, worth a combined $1.27B — down 1.5% from $1.29B a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new HTRB positions and 3 closed out — a net gain of 12 holders — while 49 added to existing stakes and 32 trimmed.

The largest buyer was WCG Wealth Advisors, adding an estimated $11.8M. The largest seller was Marshall Financial Group (Maryland), cutting an estimated $13.3M.

  • 99 institutional investors held Hartford Total Return Bond ETF (HTRB) as of Q2 2024, up from 89 in Q1 2024.
  • Funds reported $1.27B of Hartford Total Return Bond ETF stock for Q2 2024, down 1.5% quarter-over-quarter.
  • 15 funds opened new Hartford Total Return Bond ETF positions in Q2 2024 and 3 closed out, a net change of +12 holders.
  • The largest Hartford Total Return Bond ETF buyer in Q2 2024 was WCG Wealth Advisors, an estimated $11.8M added.
  • The largest Hartford Total Return Bond ETF seller in Q2 2024 was Marshall Financial Group (Maryland), an estimated $13.3M sold.

Based on aggregated 13F filings for Q2 2024.