Hartford Total Return Bond ETF
HTRB
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.
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: 11 → 14 (+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: 118 → 117 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$12.3M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$7.88M |
| 3 |
JP Morgan Chase
New York
|
+$6.32M |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
+$4.61M |
| 5 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$4.57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$34.5M |
| 2 |
HWM
HB Wealth Management
Atlanta,
Georgia
|
-$8.11M |
| 3 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$6.3M |
| 4 |
SPG
Strategic Planning Group
Bountiful,
Utah
|
-$5.95M |
| 5 |
ACM
Advance Capital Management
Southfield,
Michigan
|
-$5.19M |
HTRB Hedge Fund Activity: Q3 2025 in Review
117 of the 7,638 institutional investors tracked by Wall St. Rank reported a position in Hartford Total Return Bond ETF (HTRB) for Q3 2025, worth a combined $1.6B — up 2.3% from $1.56B a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new HTRB positions and 11 closed out — a net gain of 1 holder — while 57 added to existing stakes and 40 trimmed.
The largest buyer was LPL Financial, adding an estimated $12.3M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $34.5M.
- 117 institutional investors held Hartford Total Return Bond ETF (HTRB) as of Q3 2025, down from 118 in Q2 2025.
- Funds reported $1.6B of Hartford Total Return Bond ETF stock for Q3 2025, up 2.3% quarter-over-quarter.
- 12 funds opened new Hartford Total Return Bond ETF positions in Q3 2025 and 11 closed out, a net change of +1 holder.
- The largest Hartford Total Return Bond ETF buyer in Q3 2025 was LPL Financial, an estimated $12.3M added.
- The largest Hartford Total Return Bond ETF seller in Q3 2025 was Thrivent Financial for Lutherans, an estimated $34.5M sold.
Based on aggregated 13F filings for Q3 2025.