Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Hartford Fds Exchange Traded (HTRB)

124 + Investors. Track Smart Money conviction in HTRB. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -4
Streak
1Q ▼
Buyers last Q
54%

Smart Money Signals — HTRB

Based on 124 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their HTRB positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
124 hedge funds hold HTRB right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +6% more funds vs a year ago

fund count last 6Q
+7 new funds entered over the past year (+6% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 54% buying

69 buying58 selling
Last quarter: 69 funds bought or added vs 58 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~12 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 12 → 16 → 13 → 12. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

52% of holders stayed for 2+ years

■ 52% conviction (2yr+) ■ 32% medium ■ 15% new
65 out of 124 hedge funds have held HTRB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~12 new funds/quarter

14 → 12 → 16 → 13 → 12 new funds/Q
New funds entering each quarter: 12 → 16 → 13 → 12. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 52% veterans vs 23% newcomers

■ 52% veterans ■ 25% 1-2yr ■ 23% new
Entry-cohort mix of 124 holders: 65 (52%) are 2+ year veterans, 31 entered 1–2 years ago, and 28 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 35% AUM from major funds

35% from top-100 AUM funds
16 of 124 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — HTRB

In 2026 Q2, 69 hedge funds were net buyers of HTRB (12 opened a new position, 57 added to an existing one), while 58 reduced or exited (42 trimmed, 16 sold completely) — a 54% buyer ratio, indicating a slight buying edge. 35% of total institutional value in HTRB is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -4 funds (more exits than new entries). Total institutional holders: 124.

Hedge Fund Ownership: HTRB

How many hedge funds hold HTRB — quarterly history vs. share price
Quarterly hedge fund ownership of HTRB vs. share price

Market Analysis: HTRB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: HTRB

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Hartford Fds Exchange Traded (HTRB) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much HTRB has moved relative to its sector benchmark (SPY) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 85d ago
HTRB
-2.7%
SPY
+3.3%

HTRB outperformed SPY by -6.0% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 40d ago
HTRB
-1.1%
SPY
-0.7%

Since the filing became public, HTRB outperformed SPY by -0.4% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 8 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
3.4
/ 10
conviction
Hedge Fund Positioning: HTRB
124 + Investors

Track Smart Money conviction in HTRB. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 124 128 -3.12%
13F Shares 58M 54M 6.38%
Total Value $1.90B $1.82B 4.44%
New Positions 12 13 -1
Increased Positions 57 60 -3
Closed Positions 16 10 +6
Reduced Positions 42 44 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: HTRB

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Institutional Holders (2026 Q2)

124 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in HTRB. Verified SEC 13F-HR filings.

QUARTER:
Top 25 HTRB holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Hartford Funds Management Co LLC 37.02% 13,716,346 $462.7M
2 Prairieview Wealth Partners, LLC 10.00% 396,778 $13.4M
3 Mountain Capital Investment Advisors Inc. 6.35% 1,322,766 $44.6M
4 Cornerstone Advisors Asset Management, LLC 4.16% 943,797 $31.8M
5 Alongside, LLC 4.11% 362,094 $12.4M
6 Atticus Wealth Management, LLC 4.08% 507,709 $17.1M
7 Great Point Wealth Advisors, LLC 3.75% 687,937 $23.2M
8 Howard Financial Services, LTD. 3.42% 1,016,250 $34.3M
9 Evolve Private Wealth, LLC 3.12% 1,508,341 $51.1M
10 Integrity Financial Corp /WA 2.78% 171,669 $5.8M
11 IRON Financial LLC 2.70% 194,088 $6.5M
12 Catalyst Financial Partners LLC 2.51% 750,389 $25.3M
13 Legacy Solutions, LLC 2.47% 90,400 $3.0M
14 Private Client Services, LLC 2.20% 248,705 $8.4M
15 Brio Consultants, LLC 2.09% 528,257 $17.8M
16 MBE Wealth Management, LLC 1.93% 162,492 $5.5M
17 Fragasso Financial Advisors Inc 1.70% 945,414 $31.9M
18 Berger Financial Group, Inc 1.69% 978,480 $33.0M
19 Sanchez Wealth Management Group 1.54% 259,710 $8.8M
20 Freedom Financial Partners LLC 1.53% 138,907 $4.7M
21 Condor Capital Management 1.07% 421,983 $14.2M
22 Clarendon Private LLC 0.94% 43,410 $1.5M
23 Bensler, LLC 0.87% 292,610 $9.9M
24 Mann Financial Group, Inc. 0.86% 30,621 $1.0M
25 Spire Wealth Management 0.73% 713,501 $24.1M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Hartford Fds Exchange Traded (HTRB)

What does the Smart Money Trend signal show for HTRB?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their HTRB positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for HTRB?

Slight buying edge — 54% buying: Last quarter: 69 funds bought or added vs 58 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for HTRB holders?

Strong quality — 35% AUM from major funds: 16 of 124 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held HTRB?

52% of holders stayed for 2+ years: 65 out of 124 hedge funds have held HTRB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Hartford Fds Exchange Traded (HTRB) following the 2026 Q2 hedge fund 13F filings?

As of today, HTRB has moved -1.1% since the 2026 Q2 13F filing date (August 14, 2026), compared to -0.7% for the SPY sector ETF — an outperformance of -0.4%. Since the quarter end (June 30, 2026), HTRB has gained -2.7% vs +3.3% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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