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Hartford Schroders Tax-Aware Bond ETF
HTAB

Overview Fund Activity

39 hedge funds and large institutions have $104M invested in Hartford Schroders Tax-Aware Bond ETF in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 8 reducing their positions, and 6 closing their positions.

Holders
39
Holders Change
+1
Holders Change %
+2.63%
% of All Funds
0.62%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
7
Increased
20
Reduced
8
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MSFS
1
Main Street Financial Solutions
Pennsylvania
$5.97M
2
YWS
2
Yarger Wealth Strategies
Ohio
$5.18M
3
AWA
3
Amplius Wealth Advisors
Pennsylvania
$11.8M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$16.7M
5
AWM
5
Axxcess Wealth Management
California
$1.67M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$0
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$3.07M
4
FTUS
4
Flow Traders U.S.
New York
$0
5
CAN
5
Cetera Advisor Networks
California
$3.06M
Name Market Value Shares Shares
Change 		Shares
Change %
GS
26
GTS Securities
New York
$293K 16,023 +288 +2%
MML Investors Services
27
MML Investors Services
Massachusetts
$288K 15,757 +5,071 +47%
PAG
28
Private Advisor Group
New Jersey
$282K 15,450 -258 -2%
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$272K 14,913 +14,913 New
BWM
30
Birchcreek Wealth Management
Ohio
$219K 12,012 +12,012 New
PWM
31
PRW Wealth Management
Massachusetts
$182K 10,250 -10,700 -51%
PTC
32
Private Trust Company
Ohio
$144K 7,870 +2,650 +51%
BFEC
33
Benjamin F. Edwards & Company
Missouri
$104K 5,700 -200 -3%
WWM
34
Wagner Wealth Management
South Carolina
$98.1K 5,370 – –
Bank of America
35
Bank of America
North Carolina
$90.3K 4,942 +4,942 New
SPIA
36
Steward Partners Investment Advisory
New York
$74.6K 4,085 – –
WIM
37
Westside Investment Management
California
$36.5K 2,000 – –
Morgan Stanley
38
Morgan Stanley
New York
$23.5K 1,288 +1,288 New
TLA
39
Tanglewood Legacy Advisors
Texas
$23.3K 1,275 – –
Jane Street
40
Jane Street
New York
– – -326,366 Closed
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
– – -80,753 Closed
FTUS
42
Flow Traders U.S.
New York
– – -42,509 Closed
Citadel Advisors
43
Citadel Advisors
Florida
– – -19,337 Closed
PFG
44
Prosperity Financial Group
California
– – -11,740 Closed
GRP
45
Global Retirement Partners
California
– – -5,744 Closed
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