Who Owns HTRB?
Hartford Total Return Bond ETF — Institutional Ownership & 13F Holdings
$33.98
-0.06 (-0.18%)
Market Cap
$2.3B
Shares Outstanding
66,395,399
Institutional Holders
111
Total Inst. Value
$1.3B
% of Float Held
—
QoQ Holder Change
+46
Institutional data as of Q1 2025
New Positions
26
Closed Positions
19
Increased
37
Decreased
41
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Hartford Funds Management Co LLC | $461.9M | 13,642,385 |
| 2 | HB Wealth Management, LLCNew | $66.1M | 1,951,956 |
| 3 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $62.8M | 1,855,302 |
| 4 | BANK OF AMERICA CORP /DE/ | $57.2M | 1,688,681 |
| 5 | HighTower Advisors, LLC | $57.1M | 1,685,123 |
| 6 | RAYMOND JAMES FINANCIAL INC | $49.2M | 1,451,639 |
| 7 | UBS Group AG | $49.0M | 1,446,833 |
| 8 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $33.5M | 989,719 |
| 9 | Mountain Capital Investment Advisors Inc. | $33.1M | 984,079 |
| 10 | CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | $30.0M | 885,760 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| HB Wealth Management, LLCNew | +2.0M | $66.1M |
| HighTower Advisors, LLC | +1.7M | $57.1M |
| RAYMOND JAMES FINANCIAL INC | +445K | $49.2M |
| UBS Group AG | +21K | $49.0M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | +67K | $33.5M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Hartford Funds Management Co LLC | -921K | $461.9M |
| Horizon Investments, LLC | -365K | $9K |
| JONES FINANCIAL COMPANIES LLLP | -357K | $583K |
| ENVESTNET ASSET MANAGEMENT INC | -220K | $18K |
| STIFEL FINANCIAL CORP | -193K | $827K |
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Frequently Asked Questions
How many institutional investors hold HTRB?
As of Q1 2025, 111 institutional investors report holding HTRB (Hartford Total Return Bond ETF) in their 13F filings.
Which hedge fund owns the most HTRB?
The largest institutional holder of HTRB is Hartford Funds Management Co LLC with $461.9M in shares.
Are institutions buying or selling HTRB?
This quarter, 26 institutions opened new positions in HTRB and 19 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.