Hartford Schroders Tax-Aware Bond ETF
HTAB
HTAB
53 hedge funds and large institutions have $260M invested in Hartford Schroders Tax-Aware Bond ETF in 2025 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 21 increasing their positions, 21 reducing their positions, and 10 closing their positions.
New
Increased
Maintained
Reduced
Closed
more funds holding in top 10
Funds holding in top 10: →
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
less ownership
Funds ownership: →
less funds holding
Funds holding: →
21% less capital invested
Capital invested by funds: $328M → $260M (-$67.8M)
50% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 10
Holders
53
Holding in Top 10
2
Calls
–
Puts
–
Top Buyers
| 1 | +$20.6M | |
| 2 | +$2.79M | |
| 3 | +$2.56M | |
| 4 |
Bank of New York Mellon
New York
|
+$1.8M |
| 5 |
AWM
Axxcess Wealth Management
Carlsbad,
California
|
+$1.39M |
Top Sellers
| 1 | -$34.8M | |
| 2 | -$16.9M | |
| 3 | -$15.3M | |
| 4 |
IWP
IAG Wealth Partners
Waukesha,
Wisconsin
|
-$15M |
| 5 |
LPL Financial
San Diego,
California
|
-$14.2M |
