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Hartford Schroders Tax-Aware Bond ETF

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.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 8

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

6% more capital invested

Capital invested by funds: $98.5M → $104M (+$5.96M)

3% more funds holding

Funds holding: 3839 (+1)

7.37% less ownership

Funds ownership: 77.92%70.55% (-7.4%)

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
Name Holding Trade Value Shares
Change
Change in
Stake
GS
26
GTS Securities
New York
$293K +$5.49K +288 +2%
MML Investors Services
27
MML Investors Services
Massachusetts
$288K +$96.7K +5,071 +47%
PAG
28
Private Advisor Group
New Jersey
$282K -$4.92K -258 -2%
JP Morgan Chase
29
JP Morgan Chase
New York
$272K +$284K +14,913 New
BWM
30
Birchcreek Wealth Management
Ohio
$219K +$229K +12,012 New
PWM
31
PRW Wealth Management
Massachusetts
$182K -$204K -10,700 -51%
PTC
32
Private Trust Company
Ohio
$144K +$50.5K +2,650 +51%
BFEC
33
Benjamin F. Edwards & Company
Missouri
$104K -$3.81K -200 -3%
WWMSC
34
Wagner Wealth Management (South Carolina)
South Carolina
$98.1K
Bank of America
35
Bank of America
North Carolina
$90.3K +$94.2K +4,942 New
SPIA
36
Steward Partners Investment Advisory
New York
$74.6K
WIM
37
Westside Investment Management
California
$36.5K
Morgan Stanley
38
Morgan Stanley
New York
$23.5K +$24.5K +1,288 New
TLA
39
Tanglewood Legacy Advisors
Texas
$23.3K
Jane Street
40
Jane Street
New York
-$6.34M -326,366 Closed
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
-$1.58M -80,753 Closed
FTUS
42
Flow Traders U.S.
New York
-$826K -42,509 Closed
Citadel Advisors
43
Citadel Advisors
Florida
-$376K -19,337 Closed
PFG
44
Prosperity Financial Group
California
-$228K -11,740 Closed
GRP
45
Global Retirement Partners
California
-$112K -5,744 Closed