Hartford Schroders Tax-Aware Bond ETF
HTAB
28 hedge funds and large institutions have $61.2M invested in Hartford Schroders Tax-Aware Bond ETF in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 1 closing their positions.
1,000% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 1
120% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 5
56% more funds holding
Funds holding: 18 → 28 (+10)
26% more capital invested
Capital invested by funds: $48.7M → $61.2M (+$12.5M)
0.97% more ownership
Funds ownership: 68.2% → 69.18% (+0.97%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$4.33M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$3.69M |
| 3 |
IWN
Independent Wealth Network
Urbandale,
Iowa
|
+$1.21M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.21M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$2.05M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$336K |
| 3 |
Bank of New York Mellon
New York
|
-$200K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$196K |
| 5 |
CAAS
Capital Asset Advisory Services
Williamston,
Michigan
|
-$109K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SPIA
26
Steward Partners Investment Advisory
New York
| $19.9K | +$19.7K | +1,014 | New |
|
27
UBS Group
Zurich,
Switzerland
| $2.49K | -$4.85K | -249 | -66% |
|
|
28
Commonwealth Equity Services
Waltham,
Massachusetts
| $1.9K | +$1.21M | +62,018 | +178% |
|
|
FTUS
29
Flow Traders U.S.
New York
| – | -$336K | -17,631 | Closed |
|
HTAB Hedge Fund Activity: Q1 2023 in Review
28 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Hartford Schroders Tax-Aware Bond ETF (HTAB) for Q1 2023, worth a combined $61.2M — up 26% from $48.7M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new HTAB positions and 1 closed out — a net gain of 10 holders — while 11 added to existing stakes and 5 trimmed.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $4.33M. The largest seller was Jane Street, cutting an estimated $2.05M.
- 28 institutional investors held Hartford Schroders Tax-Aware Bond ETF (HTAB) as of Q1 2023, up from 18 in Q4 2022.
- Funds reported $61.2M of Hartford Schroders Tax-Aware Bond ETF stock for Q1 2023, up 26% quarter-over-quarter.
- 11 funds opened new Hartford Schroders Tax-Aware Bond ETF positions in Q1 2023 and 1 closed out, a net change of +10 holders.
- The largest Hartford Schroders Tax-Aware Bond ETF buyer in Q1 2023 was Raymond James Financial Services Advisors, an estimated $4.33M added.
- The largest Hartford Schroders Tax-Aware Bond ETF seller in Q1 2023 was Jane Street, an estimated $2.05M sold.
Based on aggregated 13F filings for Q1 2023.