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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 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more funds holding in top 10

Funds holding in top 10: 1115 (+4)

0% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 46

0% less capital invested

Capital invested by funds: $1.52B → $1.51B (-$3.01M)

2.62% less ownership

Funds ownership: 77.62%74.99% (-2.6%)

4% less funds holding

Funds holding: 117112 (-5)

19% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 16

Holders
112
Holders Change
-5
Holders Change %
-4.27%
% of All Funds
1.5%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.2%
New
13
Increased
46
Reduced
46
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HFM
1
Hartford Funds Management
Pennsylvania
$462M -$31M -921,358 -6%
HWM
2
HB Wealth Management
Georgia
$66.1M +$65.6M +1,951,956 New
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$62.8M -$2.81M -83,459 -4%
Bank of America
4
Bank of America
North Carolina
$57.2M -$2.12M -62,921 -4%
HighTower Advisors
5
HighTower Advisors
Illinois
$57.1M +$56.3M +1,674,607 +15,924%
Raymond James Financial
6
Raymond James Financial
Florida
$49.2M +$15M +445,455 +44%
UBS Group
7
UBS Group
Switzerland
$49M +$716K +21,307 +1%
LPL Financial
8
LPL Financial
California
$41.9M -$1.76M -52,441 -4%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$33.5M +$2.26M +67,211 +7%
MCIA
10
Mountain Capital Investment Advisors
Colorado
$33.1M -$507K -15,064 -2%
CAAM
11
Cornerstone Advisors Asset Management
Pennsylvania
$30M -$444K -13,215 -1%
FFA
12
Fragasso Financial Advisors
Pennsylvania
$29.8M +$1.05M +31,129 +4%
HFS
13
Howard Financial Services
Texas
$29.4M -$520K -15,455 -2%
PCM
14
Park Capital Management
Wisconsin
$29.1M -$1.89M -56,294 -6%
WWA
15
WCG Wealth Advisors
Nevada
$27.6M -$5.31M -157,944 -16%
BFG
16
Berger Financial Group
Minnesota
$26.7M +$4.58M +136,076 +21%
SWM
17
Spire Wealth Management
Virginia
$26.1M +$382K +11,361 +1%
NW
18
NewEdge Wealth
Pennsylvania
$25.1M +$600K +17,831 +2%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$22.3M -$810K -24,078 -4%
MFGM
20
Marshall Financial Group (Maryland)
Maryland
$21.4M -$283K -8,424 -1%
GPWA
21
Great Point Wealth Advisors
Massachusetts
$18M +$3.9M +115,848 +28%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$17.8M -$7.39M -219,897 -29%
B
23
Bensler
Washington
$17.7M -$1.85M -55,015 -10%
CFP
24
Catalyst Financial Partners
Massachusetts
$17.6M +$8.31M +247,107 +91%
Jones Financial Companies
25
Jones Financial Companies
Missouri
$16.5M +$4.09M +121,687 +33%

HTRB Hedge Fund Activity: Q1 2025 in Review

112 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Hartford Total Return Bond ETF (HTRB) for Q1 2025, worth a combined $1.51B — down 0.2% from $1.52B a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of HTRB and 13 opened new positions — a net loss of 3 holders — while 46 trimmed existing stakes and 46 added.

The largest buyer was HB Wealth Management, opening a new position worth an estimated $65.6M. The largest seller was Hartford Funds Management, cutting an estimated $31M.

  • 112 institutional investors held Hartford Total Return Bond ETF (HTRB) as of Q1 2025, down from 117 in Q4 2024.
  • Funds reported $1.51B of Hartford Total Return Bond ETF stock for Q1 2025, down 0.2% quarter-over-quarter.
  • 13 funds opened new Hartford Total Return Bond ETF positions in Q1 2025 and 16 closed out, a net change of -3 holders.
  • The largest Hartford Total Return Bond ETF buyer in Q1 2025 was HB Wealth Management, an estimated $65.6M added.
  • The largest Hartford Total Return Bond ETF seller in Q1 2025 was Hartford Funds Management, an estimated $31M sold.

Based on aggregated 13F filings for Q1 2025.