Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

HARTFORD FDS EXCHANGE TRADED (HTRB)

120 + 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
↑ +7
Streak
1Q ▲
Buyers last Q
58%

Smart Money Signals — HTRB

Based on 120 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added HTRB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
120 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 — +9% more funds vs a year ago

fund count last 6Q
+10 new funds entered over the past year (+9% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 58% buying

70 buying50 selling
Last quarter: 70 funds bought or added vs 50 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 — ~15 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 13 → 13 → 12 → 15. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

47% of holders stayed for 2+ years

■ 47% conviction (2yr+) ■ 34% medium ■ 19% new
56 out of 120 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 — ~15 new funds/quarter

18 → 13 → 13 → 12 → 15 new funds/Q
New funds entering each quarter: 13 → 13 → 12 → 15. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 52% of holders stayed 2+ years

■ 52% veterans ■ 18% 1-2yr ■ 31% new
Of 120 current holders: 62 (52%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 15% AUM from top-100

15% from top-100 AUM funds
12 of 120 holders rank in the top 100 by AUM, but together hold only 15% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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.

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

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

8 top-rated funds 6 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
3.4
/ 10
conviction
Hedge Fund Positioning: HTRB
2026 Q1 Stats Unlock in 17 days 120 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 120 113 6.19%
13F Shares 47M 48M -1.83%
Total Value $1.62B $1.65B -1.9%
New Positions 15 12 +3
Increased Positions 55 56 -1
Closed Positions 8 12 -4
Reduced Positions 42 36 +6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: HTRB

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

120 + investors

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

Top 25 institutional holders of HTRB — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Park Capital Management, LLC / WI 35.81% 1,090,006 $36.8M
2 ATTICUS WEALTH MANAGEMENT, LLC 4.34% 474,703 $16.0M
3 Great Point Wealth Advisors, LLC 4.09% 655,906 $22.1M
4 HOWARD FINANCIAL SERVICES, LTD. 3.75% 988,036 $33.3M
5 IRON Financial LLC 3.63% 246,151 $8.3M
6 EVOLVE PRIVATE WEALTH, LLC 2.55% 1,415,913 $47.8M
7 LEGACY SOLUTIONS, LLC 2.54% 81,193 $2.7M
8 PRIVATE CLIENT SERVICES, LLC 2.51% 248,696 $8.4M
9 Fragasso Financial Advisors Inc 1.87% 915,182 $31.0M
10 Sanchez Wealth Management Group 1.79% 245,787 $8.3M
11 Berger Financial Group, Inc 1.68% 891,872 $30.1M
12 Freedom Financial Partners LLC 1.66% 138,396 $4.7M
13 MBE Wealth Management, LLC 1.29% 91,880 $3.1M
14 Mann Financial Group, Inc. 0.97% 30,680 $1.0M
15 Spire Wealth Management 0.82% 714,369 $24.1M
16 Strid Group, LLC 0.66% 158,708 $5.4M
17 United Advisor Group, LLC 0.56% 134,552 $4.5M
18 Marshall Financial Group, LLC 0.40% 74,901 $2.5M
19 SAXON INTERESTS, INC. 0.31% 26,728 $902K
20 HB Wealth Management, LLC 0.26% 1,210,171 $40.8M
21 First Heartland Consultants, Inc. 0.19% 72,074 $2.4M
22 Barnes Dennig Private Wealth Management LLC 0.16% 4,918 $166K
23 Stonehearth Capital Management, LLC 0.13% 9,810 $331K
24 Fermata Advisors, LLC 0.09% 12,255 $413K
25 Apella Capital, LLC 0.08% 165,606 $5.7M
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?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added HTRB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for HTRB?

Slight buying edge — 58% buying: Last quarter: 70 funds bought or added vs 50 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?

Smaller funds dominant — 15% AUM from top-100: 12 of 120 holders rank in the top 100 by AUM, but together hold only 15% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held HTRB?

47% of holders stayed for 2+ years: 56 out of 120 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.

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.