Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

HARTFORD FDS EXCHANGE TRADED (HCRB)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
67%

Smart Money Signals — HCRB

Based on 19 hedge funds · latest filing: 2025 Q4 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
📊

High ownership — 83% of 3.0Y peak

83% of all-time peak
19 funds currently hold this stock — 83% of the 3.0-year high of 23 funds (reached 2025 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +12% more funds vs a year ago

fund count last 6Q
+2 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 67% buying

12 buying6 selling
Last quarter: 12 funds were net buyers (0 opened a brand new position + 12 added to an existing one). Only 6 were sellers (6 trimmed + 0 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~0 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 4 → 5 → 1 → 0. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 37% long-term, 16% new

37% conviction (2yr+) 47% medium 16% new
Of the 19 current holders: 7 (37%) held >2 years, 9 held 1–2 years, and 3 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
⚠️

Saturation — most institutions already know this story

5 → 4 → 5 → 1 → 0 new funds/Q
New funds entering each quarter: 4 → 5 → 1 → 0. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
📊

Mixed cohorts — 37% veterans, 21% new entrants

37% veterans 42% 1-2yr 21% new
Of 19 current holders: 7 (37%) held 2+ years, 8 held 1–2 years, 4 (21%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 15% AUM from top-100

15% from top-100 AUM funds
4 of 19 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.
2.5
out of 10
Low Exit Risk
Exit risk score 2.5/10 — 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 — HCRB

In 2025 Q4, 12 hedge funds were net buyers of HCRB (12 added to existing positions), while 6 reduced or exited (6 trimmed their position) — a 67% buyer ratio, indicating clear institutional accumulation. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 19.

Hedge Fund Ownership: HCRB

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

Market Analysis: HCRB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: HCRB

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: HCRB
2026 Q1 Stats Unlock in 7 days 19 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 19 19 -
13F Shares 9M 9M 0.02%
Total Value $322M $322M -0.16%
New Positions 0 1 -1
Increased Positions 12 9 +3
Closed Positions 0 5 -5
Reduced Positions 6 8 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: HCRB

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Institutional Holders (2026 Q1)

19 + investors

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

Top 10 institutional holders of HCRB — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Hartford Funds Management Co LLC 15.74% 5,173,047 $181.3M
2 Apollon Wealth Management, LLC 0.88% 1,543,621 $54.1M
3 Apollon Financial, LLC 0.69% 141,656 $5.0M
4 Walleye Partners, LLC 0.60% 13,908 $487K
5 Berger Financial Group, Inc 0.02% 9,707 $340K
6 LPL Financial LLC 0.01% 1,090,416 $38.2M
7 DAVENPORT & Co LLC 0.01% 33,966 $1.2M
8 Private Advisor Group, LLC 0.00% 26,850 $941K
9 CoreCap Advisors, LLC 0.00% 150 $5K
10 JANE STREET GROUP, LLC 0.00% 30,725 $1.1M
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 (HCRB)

What does the Smart Money Trend signal show for HCRB?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for HCRB?

More buyers than sellers — 67% buying: Last quarter: 12 funds were net buyers (0 opened a brand new position + 12 added to an existing one). Only 6 were sellers (6 trimmed + 0 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for HCRB holders?

Smaller funds dominant — 15% AUM from top-100: 4 of 19 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 HCRB?

Mixed — 37% long-term, 16% new: Of the 19 current holders: 7 (37%) held >2 years, 9 held 1–2 years, and 3 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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.