HTRB icon

Hartford Total Return Bond ETF
HTRB

Overview Fund Activity

117 hedge funds and large institutions have $1.52B invested in Hartford Total Return Bond ETF in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 56 increasing their positions, 36 reducing their positions, and 8 closing their positions.

Holders
117
Holders Change
+6
Holders Change %
+5.41%
% of All Funds
1.56%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.15%
New
18
Increased
56
Reduced
36
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$33.5M
2
PCM
2
Park Capital Management
Wisconsin
$30.5M
3
HFM
3
Hartford Funds Management
Pennsylvania
$485M
4
NW
4
NewEdge Wealth
Pennsylvania
$24.2M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$30.7M

Top Sellers

1
AWM
1
Atticus Wealth Management
Florida
$6.2M
2
MML Investors Services
2
MML Investors Services
Massachusetts
$0
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$64.6M
4
WAP
4
Wealthcare Advisory Partners
Pennsylvania
$0
5
MCA
5
MSH Capital Advisors
Arizona
$1.6M
Name Market Value Shares Shares
Change 		Shares
Change %
HFM
1
Hartford Funds Management
Pennsylvania
$485M 14,563,743 +835,677 +6%
WP
2
WMS Partners
Maryland
$64.8M 1,945,220 +187,531 +11%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$64.6M 1,938,761 -55,714 -3%
Bank of America
4
Bank of America
North Carolina
$58.4M 1,751,602 +265,026 +18%
UBS Group
5
UBS Group
Switzerland
$47.5M 1,425,526 +69,578 +5%
LPL Financial
6
LPL Financial
California
$43M 1,290,527 +246,770 +24%
Raymond James Financial
7
Raymond James Financial
Florida
$33.5M 1,006,184 +1,006,184 New
MCIA
8
Mountain Capital Investment Advisors
Colorado
$33.3M 999,143 +15,610 +2%
WWA
9
WCG Wealth Advisors
Nevada
$32.4M 972,991 -117 -0%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$30.7M 922,508 +434,548 +89%
PCM
11
Park Capital Management
Wisconsin
$30.5M 916,436 +916,436 New
SA
12
Sanctuary Advisors
Indiana
$30.2M 900,338 +55,096 +7%
CAAM
13
Cornerstone Advisors Asset Management
Pennsylvania
$30M 898,975 +82,513 +10%
HFS
14
Howard Financial Services
Texas
$29.5M 883,880 +51,865 +6%
FFA
15
Fragasso Financial Advisors
Pennsylvania
$28.3M 849,210 +38,912 +5%
SWM
16
Spire Wealth Management
Virginia
$25.3M 758,828 -7,840 -1%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$24.9M 745,880 -3,177 -0.4%
NW
18
NewEdge Wealth
Pennsylvania
$24.2M 724,676 +610,790 +536%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$22.7M 681,401 -6,374 -0.9%
BFG
20
Berger Financial Group
Minnesota
$21.7M 652,200 +68,724 +12%
MFGM
21
Marshall Financial Group (Maryland)
Maryland
$21.3M 639,588 +38,491 +6%
B
22
Bensler
Washington
$19.3M 578,309 +45,917 +9%
ACM
23
Advance Capital Management
Michigan
$17.2M 516,767 +1,692 +0.3%
Truist Financial
24
Truist Financial
North Carolina
$15.6M 467,166 +42,619 +10%
BC
25
Brio Consultants
California
$14.8M 442,636 +57,815 +15%
1
2 3 4 5