Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / TOTAL RTRN ETF
-
Total 13F shares
-
35,338,030
-
Share change
-
+1,369,264
-
Total reported value
-
$1,188,503,519
-
Price per share
-
$33.74
-
Number of holders
-
87
-
Value change
-
+$45,921,693
-
Number of buys
-
63
-
Number of sells
-
37
Institutional Holders of HARTFORD FDS EXCHANGE TRADED - TOTAL RTRN ETF (HTRB) as of Q1 2024
As of 31 Mar 2024,
HARTFORD FDS EXCHANGE TRADED - TOTAL RTRN ETF (HTRB) was held by
87 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
35,338,030 shares.
The largest 10 holders included
Hartford Funds Management Co LLC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, WMS Partners, LLC, UBS Group AG, BANK OF AMERICA CORP /DE/, Financial Planning & Information Services, Inc., Marshall Financial Group LLC, Spire Wealth Management, WCG Wealth Advisors LLC, and LPL Financial LLC.
This page lists
87
institutional shareholders reporting positions in this security
for the Q1 2024 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.