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Hartford Total Return Bond ETF
HTRB

111 hedge funds and large institutions have $1.45B invested in Hartford Total Return Bond ETF in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 53 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 8

71% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 31

63% more funds holding in top 10

Funds holding in top 10: 8 → 13 (+5)

14% more capital invested

Capital invested by funds: $1.27B → $1.45B (+$180M)

12% more funds holding

Funds holding: 99 → 111 (+12)

0.8% less ownership

Funds ownership: 79.48% → 78.68% (-0.8%)

Holders
111
Holders Change
+12
Holders Change %
+12.12%
% of All Funds
1.59%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.19%
New
20
Increased
53
Reduced
31
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MCIA
Mountain Capital Investment Advisors
Colorado
+$33.9M
2
CAAM
Cornerstone Advisors Asset Management
Pennsylvania
+$20.4M
3
AWM
Atticus Wealth Management
Florida
+$12.2M
4
VWA
Visionary Wealth Advisors
Illinois
+$11.1M
5
SA
Sanctuary Advisors
Indiana
+$10.6M

Top Sellers

1
HFM
Hartford Funds Management
Pennsylvania
-$24.4M
2
Truist Financial
Truist Financial
North Carolina
-$13M
3
WWA
WCG Wealth Advisors
Nevada
-$5.71M
4
Citadel Advisors
Citadel Advisors
Florida
-$4.01M
5
Baird Financial Group
Baird Financial Group
Wisconsin
-$2.64M
Name Holding Trade Value Shares
Change 		Change in
Stake
HFM
1
Hartford Funds Management
Pennsylvania
$480M -$24.4M -706,391 -5%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$69.7M +$350K +10,158 +0.5%
WP
3
WMS Partners
Maryland
$61.4M +$3.6M +104,468 +6%
Bank of America
4
Bank of America
North Carolina
$52M +$3.16M +91,714 +7%
FPIS
5
Financial Planning & Information Services
Wisconsin
$51M +$8.35M +242,065 +20%
UBS Group
6
UBS Group
Switzerland
$47.4M +$1.16M +33,481 +3%
LPL Financial
7
LPL Financial
California
$36.5M +$7.63M +221,300 +27%
WWA
8
WCG Wealth Advisors
Nevada
$34M -$5.71M -165,558 -15%
MCIA
9
Mountain Capital Investment Advisors
Colorado
$33.2M +$33.9M +983,533 New
HFS
10
Howard Financial Services
Texas
$29.1M +$2.4M +69,513 +9%
CAAM
11
Cornerstone Advisors Asset Management
Pennsylvania
$28.5M +$20.4M +590,420 +261%
SA
12
Sanctuary Advisors
Indiana
$28.5M +$10.6M +307,444 +57%
FFA
13
Fragasso Financial Advisors
Pennsylvania
$28.3M +$841K +24,381 +3%
SWM
14
Spire Wealth Management
Virginia
$26.8M -$132K -3,827 -0.5%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$26.2M +$1.99M +57,558 +8%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$24M +$1.54M +44,525 +7%
MFGM
17
Marshall Financial Group (Maryland)
Maryland
$21M +$4.52M +131,081 +28%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$20.8M -$507K -14,683 -2%
BFG
19
Berger Financial Group
Minnesota
$20.4M +$1.35M +39,168 +7%
B
20
Bensler
Washington
$18.6M +$1.56M +45,290 +9%
ACM
21
Advance Capital Management
Michigan
$18M +$4.55M +131,843 +34%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$17.1M +$4.81M +139,554 +40%
Truist Financial
23
Truist Financial
North Carolina
$14.8M -$13M -375,984 -47%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$14.1M -$432K -12,512 -3%
GPWA
25
Great Point Wealth Advisors
Massachusetts
$13.5M +$54.4K +1,577 +0.4%
1
2 3 4 5

HTRB Hedge Fund Activity: Q3 2024 in Review

111 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Hartford Total Return Bond ETF (HTRB) for Q3 2024, worth a combined $1.45B — up 14% from $1.27B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new HTRB positions and 8 closed out — a net gain of 12 holders — while 53 added to existing stakes and 31 trimmed.

The largest buyer was Mountain Capital Investment Advisors, opening a new position worth an estimated $33.9M. The largest seller was Hartford Funds Management, cutting an estimated $24.4M.

  • 111 institutional investors held Hartford Total Return Bond ETF (HTRB) as of Q3 2024, up from 99 in Q2 2024.
  • Funds reported $1.45B of Hartford Total Return Bond ETF stock for Q3 2024, up 14% quarter-over-quarter.
  • 20 funds opened new Hartford Total Return Bond ETF positions in Q3 2024 and 8 closed out, a net change of +12 holders.
  • The largest Hartford Total Return Bond ETF buyer in Q3 2024 was Mountain Capital Investment Advisors, an estimated $33.9M added.
  • The largest Hartford Total Return Bond ETF seller in Q3 2024 was Hartford Funds Management, an estimated $24.4M sold.

Based on aggregated 13F filings for Q3 2024.