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Hartford Total Return Bond ETF

112 hedge funds and large institutions have $1.51B invested in Hartford Total Return Bond ETF in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 46 increasing their positions, 46 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
112
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HFM
1
Hartford Funds Management
Pennsylvania
$462M
HWM
2
HB Wealth Management
Georgia
$66.1M
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$62.8M
Bank of America
4
Bank of America
North Carolina
$57.2M
HighTower Advisors
5
HighTower Advisors
Illinois
$57.1M
Raymond James Financial
6
Raymond James Financial
Florida
$49.2M
UBS Group
7
UBS Group
Switzerland
$49M
LPL Financial
8
LPL Financial
California
$41.9M
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$33.5M
MCIA
10
Mountain Capital Investment Advisors
Colorado
$33.1M
CAAM
11
Cornerstone Advisors Asset Management
Pennsylvania
$30M
FFA
12
Fragasso Financial Advisors
Pennsylvania
$29.8M
HFS
13
Howard Financial Services
Texas
$29.4M
PCM
14
Park Capital Management
Wisconsin
$29.1M
WWA
15
WCG Wealth Advisors
Nevada
$27.6M
BFG
16
Berger Financial Group
Minnesota
$26.7M
SWM
17
Spire Wealth Management
Virginia
$26.1M
NW
18
NewEdge Wealth
Pennsylvania
$25.1M
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$22.3M
MFGM
20
Marshall Financial Group (Maryland)
Maryland
$21.4M
GPWA
21
Great Point Wealth Advisors
Massachusetts
$18M
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$17.8M
B
23
Bensler
Washington
$17.7M
CFP
24
Catalyst Financial Partners
Massachusetts
$17.6M
Jones Financial Companies
25
Jones Financial Companies
Missouri
$16.5M