Hartford Total Return Bond
HTRB • ARCA
Hartford Total Return Bond is an exchange-traded fund on ARCA. As of Q3 2025, 107 institutional investors hold shares in this ETF, with total holdings valued at $1.6B. Hartford Funds Management Co LLC is the largest holder with a position valued at $476.0M.
Overview
Overview of institutional ownership in HTRB as of Q3 2025
All Institutions
- Institutions
- 107
- Value Held
- $1.6B
- Shares Held
- 45.5M
- Avg Position
- $14.6M
- Median Position
- $2.8M
Hedge Funds
- Hedge Funds
- 4
- Value Held
- $7.4M
- Shares Held
- 216.4K
- Avg Position
- $1.9M
- Median Position
- $776.6K
Biggest Investors
Institutions with the largest positions in HTRB as of Q3 2025
| Institution | Position Value |
|---|---|
H Hartford Funds Management Co LLC ETF Provider | $476.0M 40.80% of portfolio |
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution | $81.5M 0.05% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $64.5M 0.00% of portfolio |
$61.2M 0.09% of portfolio | |
 HighTower Advisors, LLC RIA/Wealth | $57.7M 0.07% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $53.8M 0.02% of portfolio |
L LPL Financial LLC Institution | $53.7M 0.02% of portfolio |
H HB Wealth Management, LLC Institution | $53.1M 0.36% of portfolio |
 UBS Group AG Institution | $45.8M 0.01% of portfolio |
$39.4M 6.94% of portfolio |
Net Capital Flow
Institutional buying and selling activity for HTRB in Q3 2025
- Traded
- +$33.3M
- Buyers
- 63
- Sellers
- 44
- Total Bought
- +$80.7M
- Total Sold
- −$47.4M
- Avg Position
- $13.3M
Biggest Buyers
| Institution | Net Bought |
|---|---|
L LPL Financial LLC Institution | +$12.4M +361.8K shares |
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution | +$7.9M +231.7K shares |
 JPMORGAN CHASE & CO Institution | +$6.4M +185.8K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$4.7M +135.7K shares |
 Integrated Wealth Concepts LLC RIA/Wealth | +$4.6M +134.4K shares |
A Apella Capital, LLC Institution | +$4.0M +115.9K shares |
BANK OF AMERICA CORP /DE/ Institution | +$3.7M +106.8K shares |
 PRIVATE CLIENT SERVICES, LLC RIA/Wealth | +$3.5M +101.0K shares |
 ATTICUS WEALTH MANAGEMENT, LLC RIA/Wealth | +$3.3M +97.3K shares |
 Great Point Wealth Advisors, LLC RIA/Wealth | +$2.6M +75.1K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
H HB Wealth Management, LLC Institution | −$8.2M −238.5K shares |
 Goss Wealth Management LLC RIA/Wealth | −$6.4M −185.3K shares |
S STRATEGIC PLANNING GROUP, LLC RIA/Wealth | −$6.0M −175.8K shares |
 Advance Capital Management, Inc. RIA/Wealth | −$5.2M −152.8K shares |
UBS Group AG Institution | −$4.8M −140.4K shares |
−$4.3M −127.2K shares | |
J JANE STREET GROUP, LLC Institution | −$2.3M −66.4K shares |
−$1.3M −36.6K shares | |
 Iron Financial, LLC RIA/Wealth | −$1.2M −35.6K shares |
−$1.1M −32.6K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited HTRB in Q3 2025
- New Positions
- 8
- New Value
- $645.5K
- Exited Positions
- 10
- Exited Value
- $11.8M
New Positions
| Institution | Position Value |
|---|---|
 AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy | $323.6K 9.4K shares |
 Krilogy Financial LLC RIA/Wealth | $223.9K 6.5K shares |
S Salomon & Ludwin, LLC Institution | $88.4K 2.6K shares |
G Gleason Group, Inc. Institution | $6.5K 190.0 shares |
F Financial Gravity Wealth, Inc. Institution | $2.4K 71.0 shares |
 Wealth Watch Advisors, INC RIA/Wealth | $720.0 21.0 shares |
 FWL INVESTMENT MANAGEMENT, LLC RIA/Wealth | $36.0 1.0 shares |
H HRT FINANCIAL LLC Institution | - - shares |
Exited Positions
| Institution | Previous Position |
|---|---|
S STRATEGIC PLANNING GROUP, LLC RIA/Wealth | $6.0M 175.8K shares |
$4.3M 127.2K shares | |
O OLD MISSION CAPITAL LLC Institution | $656.7K 19.4K shares |
M Montis Financial, LLC RIA/Wealth | $429.3K 12.7K shares |
R Resources Investment Advisors, Inc. Pension/Endowment | $251.0K 7.4K shares |
 WELLS FARGO & COMPANY/MN Institution | $184.7K 5.5K shares |
 IFP Advisors, Inc RIA/Wealth | $1.5K 45.0 shares |
P Pinnacle Bank Institution | $677.0 20.0 shares |
 Luminist Capital LLC RIA/Wealth | $542.0 16.0 shares |
H HRT FINANCIAL LLC Institution | - 11.2K shares |
Options Activity
Institutions with the largest Call and Put options positions in HTRB as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with HTRB as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
H Hartford Funds Management Co LLC ETF Provider | 40.80% $476.0M |
 Park Capital Management, LLC / WI RIA/Wealth | 24.94% $31.2M |
6.94% $39.4M | |
5.64% $32.2M | |
Iron Financial, LLC RIA/Wealth | 4.50% $9.4M |
Great Point Wealth Advisors, LLC RIA/Wealth | 3.92% $20.8M |
ATTICUS WEALTH MANAGEMENT, LLC RIA/Wealth | 3.90% $15.4M |
 HOWARD FINANCIAL SERVICES, LTD. RIA/Wealth | 3.77% $30.8M |
 CATALYST FINANCIAL PARTNERS LLC RIA/Wealth | 2.52% $20.9M |
 Integrity Financial Corp /WA RIA/Wealth | 2.50% $5.1M |
Hedge Fund Spotlight
Discover hedge funds investing in HTRB
Fermata Advisors, LLC
Hedge Fund • Sector
Portfolio ManagerNelson Moonhun Seo
- Portfolio Value
- $371.6M
- Positions
- 207
- Last Reported
- Q3 2025
Sector Allocation
Position in Hartford Total Return Bond
- Market Value
- $349.9K
- Shares Held
- 10.2K
- Portfolio Weight
- 0.09%
- Owned Since
- 2022-Q4
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Consumer Electronics Technology | $13.6M | 3.67% | |
ETF ETF | $13.1M | 3.53% | |
ETF ETF | $12.7M | 3.43% |
