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Hartford Total Return Bond ETF
HTRB

Overview Fund Activity

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.

Holders
111
Holders Change
+12
Holders Change %
+12.12%
% of All Funds
1.61%
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
1
Mountain Capital Investment Advisors
Colorado
$33.2M
2
CAAM
2
Cornerstone Advisors Asset Management
Pennsylvania
$28.5M
3
AWM
3
Atticus Wealth Management
Florida
$12.4M
4
VWA
4
Visionary Wealth Advisors
Illinois
$11.3M
5
SA
5
Sanctuary Advisors
Indiana
$28.5M

Top Sellers

1
HFM
1
Hartford Funds Management
Pennsylvania
$480M
2
Truist Financial
2
Truist Financial
North Carolina
$14.8M
3
WWA
3
WCG Wealth Advisors
Nevada
$34M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$2.74M
Name Market Value Shares Shares
Change 		Shares
Change %
HFM
1
Hartford Funds Management
Pennsylvania
$480M 13,728,066 -706,391 -5%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$69.7M 1,994,475 +10,158 +0.5%
WP
3
WMS Partners
Maryland
$61.4M 1,757,689 +104,468 +6%
Bank of America
4
Bank of America
North Carolina
$52M 1,486,576 +91,714 +7%
FPIS
5
Financial Planning & Information Services
Wisconsin
$51M 1,459,028 +242,065 +20%
UBS Group
6
UBS Group
Switzerland
$47.4M 1,355,948 +33,481 +3%
LPL Financial
7
LPL Financial
California
$36.5M 1,043,757 +221,300 +27%
WWA
8
WCG Wealth Advisors
Nevada
$34M 973,108 -165,558 -15%
MCIA
9
Mountain Capital Investment Advisors
Colorado
$33.2M 983,533 +983,533 New
HFS
10
Howard Financial Services
Texas
$29.1M 832,015 +69,513 +9%
CAAM
11
Cornerstone Advisors Asset Management
Pennsylvania
$28.5M 816,462 +590,420 +261%
SA
12
Sanctuary Advisors
Indiana
$28.5M 845,242 +307,444 +57%
FFA
13
Fragasso Financial Advisors
Pennsylvania
$28.3M 810,298 +24,381 +3%
SWM
14
Spire Wealth Management
Virginia
$26.8M 766,668 -3,827 -0.5%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$26.2M 749,057 +57,558 +8%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$24M 687,775 +44,525 +7%
MFGM
17
Marshall Financial Group (Maryland)
Maryland
$21M 601,097 +131,081 +28%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$20.8M 595,846 -14,683 -2%
BFG
19
Berger Financial Group
Minnesota
$20.4M 583,476 +39,168 +7%
B
20
Bensler
Washington
$18.6M 532,392 +45,290 +9%
ACM
21
Advance Capital Management
Michigan
$18M 515,075 +131,843 +34%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$17.1M 487,960 +139,554 +40%
Truist Financial
23
Truist Financial
North Carolina
$14.8M 424,547 -375,984 -47%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$14.1M 403,773 -12,512 -3%
GPWA
25
Great Point Wealth Advisors
Massachusetts
$13.5M 385,649 +1,577 +0.4%
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