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Hartford Schroders Tax-Aware Bond ETF
HTAB

Overview Fund Activity

43 hedge funds and large institutions have $147M invested in Hartford Schroders Tax-Aware Bond ETF in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 12 reducing their positions, and 4 closing their positions.

Holders
43
Holders Change
+4
Holders Change %
+10.26%
% of All Funds
0.63%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
9
Increased
20
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$16.1M
2
Bank of America
2
Bank of America
North Carolina
$11.1M
3
EFL
3
ERn Financial LLC
Wisconsin
$7.29M
4
EW
4
Element Wealth
Mississippi
$2.94M
5
WAP
5
Wealthcare Advisory Partners
Pennsylvania
$2.72M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$12.2M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$23.1M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$1.89M
4
Truist Financial
4
Truist Financial
North Carolina
$3.55M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$3.49M
Name Market Value Shares Shares
Change 		Shares
Change %
FAIM
26
Financial Advocates Investment Management
Washington
$690K 34,922 -38,217 -52%
AWS
27
Atria Wealth Solutions
New York
$601K 30,321 +3,582 +13%
Stifel Financial
28
Stifel Financial
Missouri
$512K 25,927 +4,023 +18%
HI
29
Harbour Investments
Wisconsin
$495K 25,033 +2,934 +13%
JSW
30
Journey Strategic Wealth
New Jersey
$413K 20,920 +20,920 New
TFM
31
Trademark Financial Management
Minnesota
$340K 17,230 +17,230 New
PAG
32
Private Advisor Group
New Jersey
$294K 14,865 -585 -4%
UWM
33
USAdvisors Wealth Management
Minnesota
$288K 14,610 +14,610 New
BWM
34
Birchcreek Wealth Management
Ohio
$252K 12,743 +731 +6%
MML Investors Services
35
MML Investors Services
Massachusetts
$222K 11,252 -4,505 -29%
BFEC
36
Benjamin F. Edwards & Company
Missouri
$144K 7,300 +1,600 +28%
SPIA
37
Steward Partners Investment Advisory
New York
$128K 6,500 +2,415 +59%
PTC
38
Private Trust Company
Ohio
$116K 5,870 -2,000 -25%
Jones Financial Companies
39
Jones Financial Companies
Missouri
$89.9K 4,552 +4,552 New
WIM
40
Westside Investment Management
California
$39.5K 2,000 – –
TLA
41
Tanglewood Legacy Advisors
Texas
$25.2K 1,275 – –
UBS Group
42
UBS Group
Switzerland
$8.54K 432 +432 New
Morgan Stanley
43
Morgan Stanley
New York
$40 2 -1,286 -100%
RJT
44
Raymond James Trust
Florida
– – -25,602 Closed
GS
45
GTS Securities
New York
– – -16,023 Closed
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
– – -14,913 Closed
WWM
47
Wagner Wealth Management
South Carolina
– – -5,370 Closed
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