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Hartford Total Return Bond ETF

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.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

56% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 36

5% more funds holding

Funds holding: 111117 (+6)

5% more capital invested

Capital invested by funds: $1.45B → $1.52B (+$68.7M)

1.06% less ownership

Funds ownership: 78.68%77.62% (-1.1%)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
117
Holders Change
+6
Holders Change %
+5.41%
% of All Funds
1.54%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.14%
New
18
Increased
56
Reduced
36
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HFM
1
Hartford Funds Management
Pennsylvania
$485M +$28.4M +835,677 +6%
WP
2
WMS Partners
Maryland
$64.8M +$6.37M +187,531 +11%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$64.6M -$1.89M -55,714 -3%
Bank of America
4
Bank of America
North Carolina
$58.4M +$9M +265,026 +18%
UBS Group
5
UBS Group
Switzerland
$47.5M +$2.36M +69,578 +5%
LPL Financial
6
LPL Financial
California
$43M +$8.38M +246,770 +24%
Raymond James Financial
7
Raymond James Financial
Florida
$33.5M +$34.2M +1,006,184 New
MCIA
8
Mountain Capital Investment Advisors
Colorado
$33.3M +$530K +15,610 +2%
WWA
9
WCG Wealth Advisors
Nevada
$32.4M -$3.98K -117 -0%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$30.7M +$14.8M +434,548 +89%
PCM
11
Park Capital Management
Wisconsin
$30.5M +$31.1M +916,436 New
SA
12
Sanctuary Advisors
Indiana
$30.2M +$1.87M +55,096 +7%
CAAM
13
Cornerstone Advisors Asset Management
Pennsylvania
$30M +$2.8M +82,513 +10%
HFS
14
Howard Financial Services
Texas
$29.5M +$1.76M +51,865 +6%
FFA
15
Fragasso Financial Advisors
Pennsylvania
$28.3M +$1.32M +38,912 +5%
SWM
16
Spire Wealth Management
Virginia
$25.3M -$266K -7,840 -1%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$24.9M -$108K -3,177 -0.4%
NW
18
NewEdge Wealth
Pennsylvania
$24.2M +$20.8M +610,790 +536%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$22.7M -$217K -6,374 -0.9%
BFG
20
Berger Financial Group
Minnesota
$21.7M +$2.33M +68,724 +12%
MFGM
21
Marshall Financial Group (Maryland)
Maryland
$21.3M +$1.31M +38,491 +6%
B
22
Bensler
Washington
$19.3M +$1.56M +45,917 +9%
ACM
23
Advance Capital Management
Michigan
$17.2M +$57.5K +1,692 +0.3%
Truist Financial
24
Truist Financial
North Carolina
$15.6M +$1.45M +42,619 +10%
BC
25
Brio Consultants
California
$14.8M +$1.96M +57,815 +15%

HTRB Hedge Fund Activity: Q4 2024 in Review

117 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Hartford Total Return Bond ETF (HTRB) for Q4 2024, worth a combined $1.52B — up 4.7% from $1.45B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new HTRB positions and 8 closed out — a net gain of 10 holders — while 56 added to existing stakes and 36 trimmed.

The largest buyer was Hartford Funds Management, adding an estimated $28.4M. The largest seller was Atticus Wealth Management, cutting an estimated $5.72M.

  • 117 institutional investors held Hartford Total Return Bond ETF (HTRB) as of Q4 2024, up from 111 in Q3 2024.
  • Funds reported $1.52B of Hartford Total Return Bond ETF stock for Q4 2024, up 4.7% quarter-over-quarter.
  • 18 funds opened new Hartford Total Return Bond ETF positions in Q4 2024 and 8 closed out, a net change of +10 holders.
  • The largest Hartford Total Return Bond ETF buyer in Q4 2024 was Hartford Funds Management, an estimated $28.4M added.
  • The largest Hartford Total Return Bond ETF seller in Q4 2024 was Atticus Wealth Management, an estimated $5.72M sold.

Based on aggregated 13F filings for Q4 2024.