Hartford Core Bond ETFHCRBETF
13F holders, Q3 2024 (September 30)16holders +4
6new positions
2sold out
1famous investor
$36.06avg. 13F price*
At the end of Q3 2024, 16 institutions reported holding Hartford Core Bond ETF (HCRB) in their 13F filings, up 4 from Q2 2024. 6 opened new positions and 2 sold out. The largest holders were Hartford Funds Management Co LLC ($186.4M), Apollon Wealth Management, LLC ($40.3M) and LPL Financial LLC ($8.4M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Hartford Core Bond ETF
- CUSIP
- 41653L701
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $3.6M |
| Exits | 2 | $11.3M |
All 13F filers, Q2 2024 → Q3 2024: 283,043 shares bought and 705,421 shares sold, net −422,378 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 16 holders
| Hartford Funds Management Co LLC | 17.26% | Reduce -6.6% | 5,168,422 | $186.4M |
| Apollon Wealth Management, LLC | 1.14% | Add +2.8% | 1,118,789 | $40.3M |
| LPL Financial LLC | 0.00% | Add +25.0% | 233,333 | $8.4M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +25.6% | 131,326 | $4.7M |
| Citadel Advisors | 0.00% | Add +388.7% | 90,507 | $3.3M |
| Allworth Financial LP | 0.02% | Reduce -6.4% | 85,471 | $3.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -7.8% | 78,170 | $2.8M |
| Osaic Holdings, Inc. | 0.01% | Add +8.5% | 64,889 | $2.3M |
| Apollon Financial, LLC | 0.59% | Add +5.4% | 55,921 | $2.0M |
| IHT Wealth Management, LLC | 0.05% | New | 45,441 | $1.6M |
| DAVENPORT & Co LLC | 0.01% | New | 35,702 | $1.3M |
| Berger Financial Group, Inc | 0.07% | Reduce -6.0% | 27,979 | $1.0M |
| Flow Traders U.S. LLC | 0.02% | New | 12,125 | $437K |
| Jones Financial Companies LLLP | 0.00% | New | 5,609 | $203K |
| UBS Group AG | 0.00% | New | 48 | $2K |
| Morgan Stanley | 0.00% | New | 1 | $62 |
"% of holder's portfolio" is HCRB's weight in each manager's 13F, not the share of Hartford Core Bond ETF the manager owns.