Hartford Schroders Tax-Aware Bond ETF
HTAB
HTAB
46 hedge funds and large institutions have $232M invested in Hartford Schroders Tax-Aware Bond ETF in 2026 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 25 increasing their positions, 13 reducing their positions, and 9 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more ownership
Funds ownership: →
more funds holding in top 10
Funds holding in top 10: →
less capital invested
Capital invested by funds: $ → $
10% less funds holding
Funds holding: 51 → 46 (-5)
44% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 9
Holders
46
Holding in Top 10
2
Calls
–
Puts
–
Top Buyers
| 1 | +$10.4M | |
| 2 | +$2.15M | |
| 3 | +$2.01M | |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$1.81M |
| 5 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$906K |
Top Sellers
| 1 | -$4.68M | |
| 2 | -$2.03M | |
| 3 | -$1.22M | |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
-$1.01M |
| 5 |
LWA
LifeGoal Wealth Advisors
Saratoga Springs,
New York
|
-$876K |
