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Hartford Total Return Bond ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 128128 (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: 1715 (-2)

Holders
128
Holders Change
Holders Change %
0%
% of All Funds
1.58%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.18%
New
11
Increased
60
Reduced
45
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HFM
1
Hartford Funds Management
Pennsylvania
$437M -$31.6M -923,372 -7%
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$292M +$296M +8,651,815 +68,189%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$82.3M -$3.12M -91,112 -4%
Bank of America
4
Bank of America
North Carolina
$66.9M +$667K +19,516 +1%
EPW
5
Evolve Private Wealth
California
$47.8M +$5.01M +146,564 +12%
MCIA
6
Mountain Capital Investment Advisors
Colorado
$42M +$1.24M +36,273 +3%
LPL Financial
7
LPL Financial
California
$41.3M -$21.7M -635,919 -34%
HWM
8
HB Wealth Management
Georgia
$40.8M -$6.27M -183,322 -13%
UBS Group
9
UBS Group
Switzerland
$40.6M +$2.4M +70,138 +6%
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$38.4M -$21.1M -617,564 -35%
PCM
11
Park Capital Management
Wisconsin
$36.8M +$3.33M +97,475 +10%
Raymond James Financial
12
Raymond James Financial
Florida
$36.2M -$14.4M -420,151 -28%
CAAM
13
Cornerstone Advisors Asset Management
Pennsylvania
$33.9M +$1.2M +35,116 +4%
HFS
14
Howard Financial Services
Texas
$33.3M +$2.1M +61,292 +7%
HighTower Advisors
15
HighTower Advisors
Illinois
$33.2M -$7.35M -215,035 -18%
FFA
16
Fragasso Financial Advisors
Pennsylvania
$31M +$2.15M +62,922 +7%
BFG
17
Berger Financial Group
Minnesota
$30.1M -$158K -4,611 -0.5%
NPT
18
National Philanthropic Trust
Pennsylvania
$27M +$27.4M +800,087 New
Jones Financial Companies
19
Jones Financial Companies
Missouri
$25.2M +$2.89M +84,407 +13%
SWM
20
Spire Wealth Management
Virginia
$24.1M +$1.67M +48,976 +7%
CFP
21
Catalyst Financial Partners
Massachusetts
$24M +$1.89M +55,162 +8%
GPWA
22
Great Point Wealth Advisors
Massachusetts
$22.1M +$95.7K +2,800 +0.4%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$21.1M -$133K -3,882 -0.6%
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
$19.8M +$5.54M +162,117 +38%
BC
25
Brio Consultants
California
$17.8M +$263K +7,680 +1%