Company profile
Employees
Incorporated
Location
Former names
Hartford Active Exchange-Traded Fund Trust
SEC CIK
Latest filings (excl ownership)
N-CSRS
Certified semi-annual shareholder report (management investment company)
5 Apr 24
N-CEN
Annual report (registered investment company)
12 Jan 24
N-CSR
Certified annual shareholder report (management investment company)
2 Jan 24
8-K
Other Events
6 Dec 23
CERT
Certification of approval for exchange listing
13 Oct 23
N-CEN
Annual report (registered investment company)
12 Oct 23
8-A12B
Registration of securities on exchange
11 Oct 23
N-CSR
Certified annual shareholder report (management investment company)
6 Oct 23
DEF 14A
Definitive proxy
18 Sep 23
PRE 14A
Preliminary proxy
8 Sep 23
Latest ownership filings
NPORT-P
Hartford Municipal Opportunities ETF (Jan 2024 report)
28 Mar 24
NPORT-P
Hartford Total Return Bond ETF (Jan 2024 report)
28 Mar 24
NPORT-P
Hartford Core Bond ETF (Jan 2024 report)
28 Mar 24
NPORT-P
Hartford Short Duration ETF (Jan 2024 report)
28 Mar 24
NPORT-P
Hartford Sustainable Income ETF (Jan 2024 report)
28 Mar 24
NPORT-P
Hartford Large Cap Growth ETF (Jan 2024 report)
28 Mar 24
NPORT-P
Hartford Quality Value ETF (Jan 2024 report)
28 Mar 24
NPORT-P
Hartford Schroders Tax-Aware Bond ETF (Jan 2024 report)
28 Mar 24
NPORT-P
Hartford Schroders Commodity Strategy ETF (Jan 2024 report)
28 Mar 24
SC 13G/A
Bank of New York Mellon Corp
24 Jan 24
Funds
Series | Ticker | %Monthly Return ? | $Assets | #Holdings | As of | ||
---|---|---|---|---|---|---|---|
Hartford Core Bond ETF | HCRB | -0.50 | -2.56 | -1.67 | 300.73 mm | 818 | Oct 2023 |
Hartford Large Cap Growth ETF | HFGO | -2.31 | -7.47 | -1.45 | 87.88 mm | 52 | Oct 2023 |
Hartford Municipal Opportunities ETF | HMOP | -0.77 | -2.17 | -1.00 | 376.58 mm | 491 | Oct 2023 |
Hartford Quality Value ETF | QUVU | 163.01 mm | 69 | Oct 2023 | |||
Hartford Schroders Commodity Strategy ETF | HCOM | -1.16 | -0.99 | 0.37 | 15.68 mm | 46 | Oct 2023 |
Hartford Schroders ESG US Equity ETF | HEET | -2.15 | 2.90 | 1.62 | 9.37 mm | 237 | Apr 2023 |
Hartford Schroders Tax-Aware Bond ETF | HTAB | -1.40 | -3.86 | -2.08 | 185.54 mm | 205 | Oct 2023 |
Hartford Short Duration ETF | HSRT | 0.49 | -0.04 | 0.07 | 69.49 mm | 324 | Oct 2023 |
Hartford Sustainable Income ETF | HSUN | -0.66 | -1.77 | -1.42 | 60.24 mm | 385 | Oct 2023 |
Hartford Total Return Bond ETF | HTRB | -0.55 | -2.53 | -1.66 | 1.59 bn | 1,398 | Oct 2023 |
Institutional ownership, Q3 2023
13F holders | Current |
---|---|
Total holders | 88 |
Opened positions | 64 |
Closed positions | 20 |
Increased positions | 12 |
Reduced positions | 11 |
13F shares | Current |
---|---|
Total value | 1.05 tn |
Total shares | 33.35 mm |
Total puts | 0.00 |
Total calls | 0.00 |
Total put/call ratio | – |
Largest owners | Shares | Value |
---|---|---|
Hartford Funds Management | 14.08 mm | $451.99 bn |
AE Wealth Management | 2.49 mm | $80.02 bn |
WMS Partners | 1.36 mm | $43.69 bn |
WCG Wealth Advisors | 1.07 mm | $34.44 bn |
BAC Bank Of America | 1.02 mm | $32.73 bn |
Financial Planning & Information Services | 894.88 k | $28.72 bn |
Spire Wealth Management | 817.31 k | $26.23 bn |
Marshall Financial | 750.68 k | $24.09 bn |
Advisor | 688.88 k | $22.11 bn |
Fragasso | 645.98 k | $20.73 bn |