Hartford Schroders Tax-Aware Bond ETF (HTAB)

• Market cap: $398M
• 1 day: 0.27%
• 5 days: 0.64%
• 1 month: -1.36%
• 3 months: -2.07%
• 6 months: -2.78%
• Year to date: -2.68%
• 1 year: -0.84%
• 5 years: -9.56%
• 10 years: -5.64%

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

121% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 14

100% more funds holding in top 10

Funds holding in top 10: 1 [Q3] → 2 (+1) [Q4]

13% more capital invested

Capital invested by funds: $289M [Q3] → $327M (+$38.5M) [Q4]

4% more funds holding

Funds holding: 55 [Q3] → 57 (+2) [Q4]

3.07% more ownership

Funds ownership: 70.09% [Q3] → 73.17% (+3.07%) [Q4]