HARTFORD FDS EXCHANGE TRADED - TOTAL RTRN ETF (HTRB)

CUSIP: 41653L305

Q2 2023 13F Holders as of 30 Jun 2023

Type / Class
Equity / TOTAL RTRN ETF
Total 13F shares
29,870,287
Share change
+1,310,309
Total reported value
$998,533,080
Price per share
$33.43
Number of holders
86
Value change
+$43,752,211
Number of buys
50
Number of sells
33

Quarterly Holders Quick Answers

What is CUSIP 41653L305?
CUSIP 41653L305 identifies HTRB - HARTFORD FDS EXCHANGE TRADED - TOTAL RTRN ETF in SEC institutional holdings data.

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Open the full security ownership history page.

Top shareholders of HTRB - HARTFORD FDS EXCHANGE TRADED - TOTAL RTRN ETF (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.

Institutional Holders of HARTFORD FDS EXCHANGE TRADED - TOTAL RTRN ETF (HTRB) as of Q2 2023

As of 30 Jun 2023, HARTFORD FDS EXCHANGE TRADED - TOTAL RTRN ETF (HTRB) was held by 86 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 29,870,287 shares. The largest 10 holders included Hartford Funds Management Co LLC, AE Wealth Management LLC, WMS Partners, LLC, WCG Wealth Advisors LLC, BANK OF AMERICA CORP /DE/, Financial Planning & Information Services, Inc., Marshall Financial Group LLC, Horizon Investments, LLC, Fragasso Group Inc., and TRUIST FINANCIAL CORP. This page lists 86 institutional shareholders reporting positions in this security for the Q2 2023 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q2 2023 vs Q1 2023 Across Filers

Q1 2023 holders
78
Q2 2023 holders
86
Holder diff
8
Investor Q1 2023 Shares Q2 2023 Shares Share Diff Share Chg % Q1 2023 Value $ Q2 2023 Value $ Value Diff $ Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
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