Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Hartford Fds Exchange Traded (HCRB)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
2Q ▲
Buyers last Q
50%

Smart Money Signals — HCRB

Based on 22 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added HCRB 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 (96% of max)

96% of all-time peak
22 hedge funds hold HCRB 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.
🚀

Fast accumulation — +22% more funds vs a year ago

fund count last 6Q
+4 new funds entered over the past year (+22% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 50% buying

12 buying12 selling
Last quarter: 12 funds bought or added vs 12 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 — ~5 new funds per quarter

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

Mixed — 36% long-term, 32% new

■ 36% conviction (2yr+) ■ 32% medium ■ 32% new
Of the 22 current holders: 8 (36%) held >2 years, 7 held 1–2 years, and 7 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.
➡️

Steady discovery — ~5 new funds/quarter

4 → 5 → 1 → 1 → 5 new funds/Q
New funds entering each quarter: 5 → 1 → 1 → 5. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 27% veterans, 41% new entrants

■ 27% veterans ■ 32% 1-2yr ■ 41% new
Of 22 current holders: 6 (27%) held 2+ years, 7 held 1–2 years, 9 (41%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 16% AUM from top-100

16% from top-100 AUM funds
6 of 22 holders rank in the top 100 by AUM, but together hold only 16% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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 2026 Q1, 12 hedge funds were net buyers of HCRB (5 opened a new position, 7 added to an existing one), while 12 reduced or exited (9 trimmed, 3 sold completely) — a 50% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 22.

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.

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: HCRB
2026 Q2 Stats Unlock in 3 days 22 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 22 20 10.0%
13F Shares 9M 9M -0.41%
Total Value $317M $322M -1.5%
New Positions 5 1 +4
Increased Positions 7 12 -5
Closed Positions 3 0 +3
Reduced Positions 9 6 +3
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 Q2)

22 + investors

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

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 22 HCRB holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Hartford Funds Management Co LLC 16.07% 5,741,406 $200.9M
2 Apollon Wealth Management, LLC 0.83% 1,941,271 $67.9M
3 Walleye Partners, LLC 0.67% 16,765 $587K
4 Apollon Financial, LLC 0.61% 148,178 $5.2M
5 E6 Portfolios, LLC 0.41% 14,493 $507K
6 Gladstone Institutional Advisory LLC 0.05% 42,954 $1.5M
7 Private Advisor Group, LLC 0.04% 267,381 $9.4M
8 Allworth Financial LP 0.03% 214,321 $7.5M
9 &Partners 0.02% 153,191 $5.3M
10 Berger Financial Group, Inc 0.02% 9,451 $331K
11 LPL Financial LLC 0.01% 1,328,948 $46.5M
12 International Assets Investment Management, LLC 0.01% 3,386 $118K
13 DAVENPORT & Co LLC 0.01% 33,205 $1.2M
14 Osaic Holdings, INC. 0.00% 68,969 $2.4M
15 Raymond James Financial Inc 0.00% 249,277 $8.7M
16 Jones Financial Companies Lllp 0.00% 121,794 $4.3M
17 Jpmorgan Chase & Co 0.00% 161,545 $5.7M
18 Goldman Sachs Group Inc 0.00% 49,817 $1.7M
19 Susquehanna International Group, LLP 0.00% 47,611 $1.7M
20 Citadel Advisors LLC 0.00% 25,561 $894K
21 Morgan Stanley 0.00% 54,391 $1.9M
22 Jane Street Group, LLC 0.00% 33,102 $1.2M
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?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added HCRB 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 HCRB?

Slight buying edge — 50% buying: Last quarter: 12 funds bought or added vs 12 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 HCRB holders?

Smaller funds dominant — 16% AUM from top-100: 6 of 22 holders rank in the top 100 by AUM, but together hold only 16% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held HCRB?

Mixed — 36% long-term, 32% new: Of the 22 current holders: 8 (36%) held >2 years, 7 held 1–2 years, and 7 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.

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