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Hartford Total Return Bond ETF

128 hedge funds and large institutions have $1.71B invested in Hartford Total Return Bond ETF in 2025 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 57 increasing their positions, 43 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 5

33% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 43

21% more funds holding in top 10

Funds holding in top 10: 1417 (+3)

9% more funds holding

Funds holding: 117128 (+11)

7% more capital invested

Capital invested by funds: $1.6B → $1.71B (+$111M)

5.38% more ownership

Funds ownership: 77.49%82.87% (+5.4%)

Holders
128
Holders Change
+11
Holders Change %
+9.4%
% of All Funds
1.56%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.21%
New
17
Increased
57
Reduced
43
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HFM
1
Hartford Funds Management
Pennsylvania
$474M +$1.14K +33 +0%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$86.4M +$5.31M +154,078 +6%
Bank of America
3
Bank of America
North Carolina
$67.1M +$2.85M +82,768 +4%
WWA
4
WCG Wealth Advisors
Nevada
$63.7M +$43.6M +1,266,392 +212%
LPL Financial
5
LPL Financial
California
$63.5M +$10.1M +293,006 +19%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$59.9M -$1,000K -29,022 -2%
Raymond James Financial
7
Raymond James Financial
Florida
$51M -$2.63M -76,235 -5%
HWM
8
HB Wealth Management
Georgia
$47.6M -$5.32M -154,469 -10%
EPW
9
Evolve Private Wealth
California
$43.7M +$43.7M +1,269,349 New
MCIA
10
Mountain Capital Investment Advisors
Colorado
$41.1M +$1.84M +53,558 +5%
HighTower Advisors
11
HighTower Advisors
Illinois
$41M -$16.6M -482,790 -29%
UBS Group
12
UBS Group
Switzerland
$38.7M -$6.97M -202,297 -15%
Thrivent Financial for Lutherans
13
Thrivent Financial for Lutherans
Minnesota
$38.6M +$38.4M +1,113,994 +7,361%
PCM
14
Park Capital Management
Wisconsin
$33.9M +$2.88M +83,488 +9%
CAAM
15
Cornerstone Advisors Asset Management
Pennsylvania
$33.1M +$1.02M +29,543 +3%
HFS
16
Howard Financial Services
Texas
$31.6M +$954K +27,704 +3%
BFG
17
Berger Financial Group
Minnesota
$30.6M +$1.75M +50,900 +6%
FFA
18
Fragasso Financial Advisors
Pennsylvania
$29.1M +$1.5M +43,403 +5%
SWM
19
Spire Wealth Management
Virginia
$22.7M +$51.1K +1,484 +0.2%
Jones Financial Companies
20
Jones Financial Companies
Missouri
$22.7M +$2.25M +65,177 +11%
CFP
21
Catalyst Financial Partners
Massachusetts
$22.4M +$1.59M +46,183 +8%
GPWA
22
Great Point Wealth Advisors
Massachusetts
$22.3M +$1.56M +45,283 +7%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$21.5M +$872K +25,326 +4%
BC
24
Brio Consultants
California
$17.7M +$1.61M +46,730 +10%
AWM
25
Atticus Wealth Management
Florida
$16.4M +$1.01M +29,355 +7%