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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 %
LWA
26
LifeGoal Wealth Advisors
New York
$1.58M 84,525 -13,988 -14%
KAS
27
Kestra Advisory Services
Texas
$1.51M 80,723 +17,989 +29%
EFL
28
ERn Financial LLC
Wisconsin
$1.5M 80,111 -17,600 -18%
FAIM
29
Financial Advocates Investment Management
Washington
$948K 50,679 +50,679 New
JSW
30
Journey Strategic Wealth
New Jersey
$939K 50,213 +12,159 +32%
LS
31
Leelyn Smith
Illinois
$720K 38,493 -2,882 -7%
PAG
32
Private Advisor Group
New Jersey
$705K 37,695 +1,902 +5%
PFGIA
33
Patriot Financial Group Insurance Agency
Massachusetts
$698K 37,287 -20,214 -35%
P
34
&Partners
Tennessee
$684K 36,538 +9,168 +33%
SFG
35
Stonebridge Financial Group
Pennsylvania
$613K 32,737 – –
AWS
36
Atria Wealth Solutions
New York
$573K 30,513 +668 +2%
UWM
37
USAdvisors Wealth Management
Minnesota
$539K 28,839 +1,040 +4%
AWA
38
Arete Wealth Advisors
Illinois
$485K 25,921 +6,244 +32%
DC
39
Davenport & Co
Virginia
$450K 24,042 +195 +0.8%
HI
40
Harbour Investments
Wisconsin
$434K 23,183 -11,446 -33%
WMA
41
West Michigan Advisors
Michigan
$418K 22,264 +1,010 +5%
KFSN
42
Keystone Financial Services (Nebraska)
Nebraska
$350K 18,713 +4,304 +30%
Citadel Advisors
43
Citadel Advisors
Florida
$341K 18,248 -1,763 -9%
OWA
44
Opal Wealth Advisors
New York
$313K 16,746 -21,073 -56%
PG
45
Prostatis Group
Maryland
$271K 14,500 -4,600 -24%
HighTower Advisors
46
HighTower Advisors
Illinois
$244K 13,058 – –
MML Investors Services
47
MML Investors Services
Massachusetts
$232K 12,416 +97 +0.8%
FA
48
Fermata Advisors
California
$218K 11,631 -10,250 -47%
Wealth Enhancement Advisory Services
49
Wealth Enhancement Advisory Services
Minnesota
$209K 11,168 +12 +0.1%
EH
50
Equitable Holdings
New York
$208K 11,130 +11,130 New
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