Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / TOTAL RTRN ETF
-
Total 13F shares
-
34,261,880
-
Share change
-
+726,839
-
Total reported value
-
$1,165,591,664
-
Price per share
-
$34.03
-
Number of holders
-
95
-
Value change
-
+$26,047,905
-
Number of buys
-
61
-
Number of sells
-
40
Institutional Holders of HARTFORD FDS EXCHANGE TRADED - TOTAL RTRN ETF (HTRB) as of Q4 2023
As of 31 Dec 2023,
HARTFORD FDS EXCHANGE TRADED - TOTAL RTRN ETF (HTRB) was held by
95 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
34,261,880 shares.
The largest 10 holders included
Hartford Funds Management Co LLC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, UBS Group AG, WMS Partners, LLC, BANK OF AMERICA CORP /DE/, Financial Planning & Information Services, Inc., WCG Wealth Advisors LLC, Spire Wealth Management, Marshall Financial Group LLC, and Fragasso Group Inc..
This page lists
95
institutional shareholders reporting positions in this security
for the Q4 2023 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* 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.