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Hartford Total Return Bond ETF
HTRB

Overview Fund Activity

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.

Holders
99
Holders Change
+10
Holders Change %
+11.24%
% of All Funds
1.44%
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
SA
1
Sanctuary Advisors
Indiana
$17.6M
2
WWA
2
WCG Wealth Advisors
Nevada
$38.1M
3
Truist Financial
3
Truist Financial
North Carolina
$26.8M
4
WP
4
WMS Partners
Maryland
$55.4M
5
BC
5
Brio Consultants
California
$11M

Top Sellers

1
MFGM
1
Marshall Financial Group (Maryland)
Maryland
$15.7M
2
DC
2
Davenport & Co
Virginia
$2.68M
3
SW
3
Simplicity Wealth
New Jersey
$898K
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$6.62M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$13.9M
Name Market Value Shares Shares
Change 		Shares
Change %
HFM
1
Hartford Funds Management
Pennsylvania
$483M 14,434,457 +149,883 +1%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$66.5M 1,984,317 -54,079 -3%
WP
3
WMS Partners
Maryland
$55.4M 1,653,221 +201,784 +14%
Bank of America
4
Bank of America
North Carolina
$46.7M 1,394,862 +137,267 +11%
UBS Group
5
UBS Group
Switzerland
$44.3M 1,322,467 -14,060 -1%
FPIS
6
Financial Planning & Information Services
Wisconsin
$40.8M 1,216,963 +119,379 +11%
WWA
7
WCG Wealth Advisors
Nevada
$38.1M 1,138,666 +352,787 +45%
LPL Financial
8
LPL Financial
California
$27.5M 822,457 +116,150 +16%
Truist Financial
9
Truist Financial
North Carolina
$26.8M 800,531 +236,074 +42%
FFA
10
Fragasso Financial Advisors
Pennsylvania
$26.3M 785,917 +146,846 +23%
SWM
11
Spire Wealth Management
Virginia
$25.7M 770,495 -27,095 -3%
HFS
12
Howard Financial Services
Texas
$25.5M 762,502 +130,224 +21%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$23.2M 691,499 +195,514 +39%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$21.5M 643,250 +67,499 +12%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$20.4M 610,529 +193,395 +46%
BFG
16
Berger Financial Group
Minnesota
$18.2M 544,308 +74,669 +16%
SA
17
Sanctuary Advisors
Indiana
$17.6M 537,798 +537,798 New
B
18
Bensler
Washington
$16.3M 487,102 +47,435 +11%
MFGM
19
Marshall Financial Group (Maryland)
Maryland
$15.7M 470,016 -400,359 -46%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$13.9M 416,285 -63,536 -13%
GPWA
21
Great Point Wealth Advisors
Massachusetts
$12.9M 384,072 +18,722 +5%
ACM
22
Advance Capital Management
Michigan
$12.8M 383,232 +7,754 +2%
HI
23
Horizon Investments
North Carolina
$11.9M 357,163 -61,342 -15%
IF
24
IRON Financial
Illinois
$11.9M 355,183 -5,612 -2%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$11.7M 348,406 +28,128 +9%
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