Institutional Investors Increase Holdings in Hartford Total Return Bond ETF (HTRB)

Prime Capital Investment Advisors LLC acquired a new stake in Hartford Total Return Bond ETF (HTRB) during Q4, valued at approximately $221,000. Other hedge funds have also recently altered their holdings in the company, including Morgan Stanley, Geneos Wealth Management Inc., Comerica Bank, Atria Wealth Solutions Inc., and CWM LLC.

Institutional Investors Boost Holdings in Hartford Total Return Bond ETF (HTRB)

According to a recent 13F filing with the Securities & Exchange Commission, Prime Capital Investment Advisors LLC has acquired a significant stake in Hartford Total Return Bond ETF (NYSEARCA: HTRB). The fund purchased 6,507 shares of HTRB, a total investment valued at approximately $221,000.

This news comes amidst a flurry of activity among hedge funds concerning HTRB. Morgan Stanley has also recently entered into a position in the ETF, with a fourth-quarter investment worth around $40,000. Geneos Wealth Management Inc. acquired a stake in the first quarter, valued at roughly $48,000. Comerica Bank's third-quarter purchase amounted to $96,000, while Atria Wealth Solutions Inc. invested $205,000 in the first quarter.

Among the most notable developments is CWM LLC's substantial increase in its HTRB stake during the third quarter. The firm purchased an additional 6,296 shares, boosting its total holdings by 1,085.5%. CWM LLC now owns 6,876 shares, with a value of approximately $221,000.

Market Performance and ETF Profile

On Monday, shares of HTRB opened at $33.12. The fund's 50-day moving average is $33.57, while its 200-day moving average is $33.14. HTRB's 1-year price range spans $31.16 to $34.37.

HTRB is an actively managed exchange-traded fund that tracks the Bloomberg Global Aggregate Bond index. The fund invests in a diverse portfolio of global fixed-income instruments with the aim of maximizing total return, with current income being a secondary objective.

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