Hartford Total Return Bond ETF
HTRB
128 hedge funds and large institutions have $1.88B invested in Hartford Total Return Bond ETF in 2026 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 60 increasing their positions, 45 reducing their positions, and 7 closing their positions.
57% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 7
33% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 45
10% more capital invested
Capital invested by funds: $1.71B → $1.88B (+$170M)
0% more funds holding
Funds holding: 128 → 128 (0)
1.91% less ownership
Funds ownership: 82.87% → 80.95% (-1.9%)
12% less funds holding in top 10
Funds holding in top 10: 17 → 15 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$296M |
| 2 |
NPT
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
+$27.4M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$15.8M |
| 4 |
PWP
PrairieView Wealth Partners
Orland Park,
Illinois
|
+$11.2M |
| 5 |
SPIA
Steward Partners Investment Advisory
New York
|
+$10.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WWA
WCG Wealth Advisors
Las Vegas,
Nevada
|
-$50.6M |
| 2 |
HFM
Hartford Funds Management
Wayne,
Pennsylvania
|
-$31.6M |
| 3 |
LPL Financial
San Diego,
California
|
-$21.7M |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$21.1M |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$20.9M |
HTRB Hedge Fund Activity: Q1 2026 in Review
128 of the 8,187 institutional investors tracked by Wall St. Rank reported a position in Hartford Total Return Bond ETF (HTRB) for Q1 2026, worth a combined $1.88B — up 9.9% from $1.71B a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new HTRB positions and 7 closed out — a net gain of 4 holders — while 60 added to existing stakes and 45 trimmed.
The largest buyer was Bank of Montreal, adding an estimated $296M. The largest seller was WCG Wealth Advisors, cutting an estimated $50.6M.
- 128 institutional investors held Hartford Total Return Bond ETF (HTRB) as of Q1 2026, unchanged from Q4 2025.
- Funds reported $1.88B of Hartford Total Return Bond ETF stock for Q1 2026, up 9.9% quarter-over-quarter.
- 11 funds opened new Hartford Total Return Bond ETF positions in Q1 2026 and 7 closed out, a net change of +4 holders.
- The largest Hartford Total Return Bond ETF buyer in Q1 2026 was Bank of Montreal, an estimated $296M added.
- The largest Hartford Total Return Bond ETF seller in Q1 2026 was WCG Wealth Advisors, an estimated $50.6M sold.
Based on aggregated 13F filings for Q1 2026.