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Hartford Total Return Bond ETF

117 hedge funds and large institutions have $1.6B invested in Hartford Total Return Bond ETF in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 57 increasing their positions, 40 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 40

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

2% more capital invested

Capital invested by funds: $1.56B → $1.6B (+$35.7M)

0.17% more ownership

Funds ownership: 77.32%77.49% (+0.17%)

1% less funds holding

Funds holding: 118117 (-1)

Holders
117
Holders Change
-1
Holders Change %
-0.85%
% of All Funds
1.54%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.18%
New
12
Increased
57
Reduced
40
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HFM
1
Hartford Funds Management
Pennsylvania
$476M +$1.24M +36,477 +0.3%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$81.5M +$7.88M +231,680 +11%
Bank of America
3
Bank of America
North Carolina
$64.5M +$3.63M +106,828 +6%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$61.2M -$1.11M -32,619 -2%
HighTower Advisors
5
HighTower Advisors
Illinois
$57.7M +$31.6K +930 +0.1%
Raymond James Financial
6
Raymond James Financial
Florida
$53.8M +$4.61M +135,732 +9%
LPL Financial
7
LPL Financial
California
$53.7M +$12.3M +361,815 +30%
HWM
8
HB Wealth Management
Georgia
$53.1M -$8.11M -238,453 -13%
UBS Group
9
UBS Group
Switzerland
$45.8M -$4.77M -140,364 -10%
MCIA
10
Mountain Capital Investment Advisors
Colorado
$39.4M +$1.42M +41,865 +4%
CAAM
11
Cornerstone Advisors Asset Management
Pennsylvania
$32.2M -$1.24M -36,606 -4%
PCM
12
Park Capital Management
Wisconsin
$31.2M +$1.02M +29,947 +3%
HFS
13
Howard Financial Services
Texas
$30.8M +$448K +13,179 +1%
BFG
14
Berger Financial Group
Minnesota
$29M +$364K +10,703 +1%
FFA
15
Fragasso Financial Advisors
Pennsylvania
$27.8M +$2.4M +70,731 +10%
SWM
16
Spire Wealth Management
Virginia
$22.8M -$278K -8,169 -1%
CFP
17
Catalyst Financial Partners
Massachusetts
$20.9M +$1.57M +46,145 +8%
GPWA
18
Great Point Wealth Advisors
Massachusetts
$20.8M +$20.7M +607,823 New
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$20.7M +$270K +7,947 +1%
Jones Financial Companies
20
Jones Financial Companies
Missouri
$20.6M +$547K +16,089 +3%
WWA
21
WCG Wealth Advisors
Nevada
$20.5M -$563K -16,562 -3%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$18.8M +$842K +24,781 +5%
Truist Financial
23
Truist Financial
North Carolina
$16.5M +$1.17M +34,300 +8%
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
$16.5M +$138K +4,072 +0.9%
BC
25
Brio Consultants
California
$16.2M +$349K +10,251 +2%