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Hartford Total Return Bond ETF

117 hedge funds and large institutions have $1.55B invested in Hartford Total Return Bond ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 55 increasing their positions, 38 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
117
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
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
$469M
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$72.6M
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$61.2M
HWM
4
HB Wealth Management
Georgia
$60.5M
Bank of America
5
Bank of America
North Carolina
$60.1M
HighTower Advisors
6
HighTower Advisors
Illinois
$57M
UBS Group
7
UBS Group
Switzerland
$50M
Raymond James Financial
8
Raymond James Financial
Florida
$48.6M
LPL Financial
9
LPL Financial
California
$40.8M
MCIA
10
Mountain Capital Investment Advisors
Colorado
$37.4M
Thrivent Financial for Lutherans
11
Thrivent Financial for Lutherans
Minnesota
$34.9M
CAAM
12
Cornerstone Advisors Asset Management
Pennsylvania
$33.1M
HFS
13
Howard Financial Services
Texas
$30M
PCM
14
Park Capital Management
Wisconsin
$29.8M
BFG
15
Berger Financial Group
Minnesota
$28.3M
FFA
16
Fragasso Financial Advisors
Pennsylvania
$25M
SWM
17
Spire Wealth Management
Virginia
$22.6M
WWA
18
WCG Wealth Advisors
Nevada
$20.8M
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$20.2M
Jones Financial Companies
20
Jones Financial Companies
Missouri
$19.7M
CFP
21
Catalyst Financial Partners
Massachusetts
$19.1M
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$17.7M
ACM
23
Advance Capital Management
Michigan
$16.5M
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
$16.1M
B
25
Bensler
Washington
$15.7M