Hartford Schroders Tax-Aware Bond ETF (HTAB)

• Market cap: $382M
• 1 day: 0%
• 5 days: 0.95%
• 1 month: 3.18%
• 3 months: 2.73%
• 6 months: -0.1%
• Year to date: -1.34%
• 1 year: -3.67%
• 5 years: -11.74%
• 10 years: -4.34%

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

6.9% more ownership

Funds ownership: 72.79% [Q1] → 79.69% (+6.9%) [Q2]

0% more capital invested

Capital invested by funds: $327M [Q1] → $328M (+$944K) [Q2]

2% less funds holding

Funds holding: 60 [Q1] → 59 (-1) [Q2]

15% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 27

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

33% less funds holding in top 10

Funds holding in top 10: 3 [Q1] → 2 (-1) [Q2]