Hartford Schroders Tax-Aware Bond ETF
HTAB
48 hedge funds and large institutions have $238M invested in Hartford Schroders Tax-Aware Bond ETF in 2026 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 21 increasing their positions, 17 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
24% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 17
2.84% more ownership
Funds ownership: 76.93% → 79.77% (+2.8%)
2% more funds holding
Funds holding: 47 → 48 (+1)
2% more capital invested
Capital invested by funds: $232M → $238M (+$5.53M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
Axxcess Wealth Management
Carlsbad,
California
|
+$5.06M |
| 2 |
Jane Street
New York
|
+$2.89M |
| 3 |
CPC
Consolidated Planning Corp
Atlanta,
Georgia
|
+$2.47M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
+$1.19M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$582K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$4.35M |
| 2 |
Bank of New York Mellon
New York
|
-$1.92M |
| 3 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$895K |
| 4 |
PFGIA
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
-$643K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$611K |
HTAB Hedge Fund Activity: Q2 2026 in Review
48 of the 8,305 institutional investors tracked by Wall St. Rank reported a position in Hartford Schroders Tax-Aware Bond ETF (HTAB) for Q2 2026, worth a combined $238M — up 2.4% from $232M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new HTAB positions and 3 closed out — a net gain of 2 holders — while 21 added to existing stakes and 17 trimmed.
The largest buyer was Axxcess Wealth Management, opening a new position worth an estimated $5.06M. The largest seller was LPL Financial, cutting an estimated $4.35M.
- 48 institutional investors held Hartford Schroders Tax-Aware Bond ETF (HTAB) as of Q2 2026, up from 47 in Q1 2026.
- Funds reported $238M of Hartford Schroders Tax-Aware Bond ETF stock for Q2 2026, up 2.4% quarter-over-quarter.
- 5 funds opened new Hartford Schroders Tax-Aware Bond ETF positions in Q2 2026 and 3 closed out, a net change of +2 holders.
- The largest Hartford Schroders Tax-Aware Bond ETF buyer in Q2 2026 was Axxcess Wealth Management, an estimated $5.06M added.
- The largest Hartford Schroders Tax-Aware Bond ETF seller in Q2 2026 was LPL Financial, an estimated $4.35M sold.
Based on aggregated 13F filings for Q2 2026.