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Hartford Schroders Tax-Aware Bond ETF
HTAB

Overview Fund Activity

58 hedge funds and large institutions have $327M invested in Hartford Schroders Tax-Aware Bond ETF in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 22 increasing their positions, 27 reducing their positions, and 6 closing their positions.

Holders
58
Holders Change
-2
Holders Change %
-3.33%
% of All Funds
0.78%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
5
Increased
22
Reduced
27
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
1
Stifel Financial
Missouri
$17.3M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$11.6M
3
CPC
3
Consolidated Planning Corp
Georgia
$13.9M
4
AWA
4
Amplius Wealth Advisors
Pennsylvania
$34.9M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$6.71M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$41.4M
2
IWP
2
IAG Wealth Partners
Wisconsin
$17.9M
3
Raymond James Financial
3
Raymond James Financial
Florida
$31.9M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$39.1M
5
WAP
5
Wealthcare Advisory Partners
Pennsylvania
$3.85M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$41.4M 2,215,133 -535,432 -19%
Bank of New York Mellon
2
Bank of New York Mellon
New York
$39.1M 2,091,553 -39,233 -2%
AWA
3
Amplius Wealth Advisors
Pennsylvania
$34.9M 1,866,883 +180,524 +11%
Raymond James Financial
4
Raymond James Financial
Florida
$31.9M 1,706,392 -194,977 -10%
IWP
5
IAG Wealth Partners
Wisconsin
$17.9M 958,130 -218,326 -19%
Stifel Financial
6
Stifel Financial
Missouri
$17.3M 926,150 +882,182 +2,006%
Bank of America
7
Bank of America
North Carolina
$14.3M 766,602 -22,603 -3%
CPC
8
Consolidated Planning Corp
Georgia
$13.9M 743,892 +188,216 +34%
Truist Financial
9
Truist Financial
North Carolina
$13.3M 712,631 -19,639 -3%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$12.9M 689,563 -23,191 -3%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$11.6M 622,564 +223,231 +56%
MSFS
12
Main Street Financial Solutions
Pennsylvania
$10.6M 563,959 -9,983 -2%
YWS
13
Yarger Wealth Strategies
Ohio
$8.78M 469,276 -13,145 -3%
Jones Financial Companies
14
Jones Financial Companies
Missouri
$6.71M 359,486 +56,983 +19%
Osaic Holdings
15
Osaic Holdings
Arizona
$6.39M 335,721 +5,206 +2%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$6.13M 327,860 +54,090 +20%
WAP
17
Wealthcare Advisory Partners
Pennsylvania
$3.85M 205,605 -38,738 -16%
CAAS
18
Capital Asset Advisory Services
Michigan
$2.95M 157,319 -7,532 -5%
AWM
19
Axxcess Wealth Management
California
$2.94M 157,319 -4,914 -3%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$2.93M 156,823 +2,987 +2%
Jane Street
21
Jane Street
New York
$2.65M 141,427 +25,672 +22%
EW
22
Element Wealth
Mississippi
$2.49M 133,148 -15,357 -10%
Mariner
23
Mariner
Kansas
$2.42M 129,548 +4,548 +4%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$2.09M 111,589 -4,922 -4%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$1.74M 92,748 -11,758 -11%
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