Hartford Total Return Bond ETF
HTRB
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.
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: 14 → 17 (+3)
9% more funds holding
Funds holding: 117 → 128 (+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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WWA
WCG Wealth Advisors
Las Vegas,
Nevada
|
+$43.6M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$38.4M |
| 3 |
LPL Financial
San Diego,
California
|
+$10.1M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$6.92M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$5.31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
-$16.6M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$9.23M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
-$8.48M |
| 4 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$7.19M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$6.97M |
HTRB Hedge Fund Activity: Q4 2025 in Review
128 of the 8,267 institutional investors tracked by Wall St. Rank reported a position in Hartford Total Return Bond ETF (HTRB) for Q4 2025, worth a combined $1.71B — up 7% from $1.6B a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new HTRB positions and 5 closed out — a net gain of 12 holders — while 57 added to existing stakes and 43 trimmed.
The largest buyer was WCG Wealth Advisors, adding an estimated $43.6M. The largest seller was HighTower Advisors, cutting an estimated $16.6M.
- 128 institutional investors held Hartford Total Return Bond ETF (HTRB) as of Q4 2025, up from 117 in Q3 2025.
- Funds reported $1.71B of Hartford Total Return Bond ETF stock for Q4 2025, up 7% quarter-over-quarter.
- 17 funds opened new Hartford Total Return Bond ETF positions in Q4 2025 and 5 closed out, a net change of +12 holders.
- The largest Hartford Total Return Bond ETF buyer in Q4 2025 was WCG Wealth Advisors, an estimated $43.6M added.
- The largest Hartford Total Return Bond ETF seller in Q4 2025 was HighTower Advisors, an estimated $16.6M sold.
Based on aggregated 13F filings for Q4 2025.