Hartford Schroders Tax-Aware Bond ETF
HTAB
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.
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
67% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 12
41% more capital invested
Capital invested by funds: $104M → $147M (+$42.5M)
10% more funds holding
Funds holding: 39 → 43 (+4)
0.31% more ownership
Funds ownership: 70.55% → 70.87% (+0.31%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$14.4M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$10.4M |
| 3 |
EFL
ERn Financial LLC
Middleton,
Wisconsin
|
+$7.01M |
| 4 |
EW
Element Wealth
Ridgeland,
Mississippi
|
+$2.79M |
| 5 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
+$2.57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$5.6M |
| 2 |
Bank of New York Mellon
New York
|
-$1.95M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.23M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
-$761K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$753K |
HTAB Hedge Fund Activity: Q4 2023 in Review
43 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Hartford Schroders Tax-Aware Bond ETF (HTAB) for Q4 2023, worth a combined $147M — up 41% from $104M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new HTAB positions and 4 closed out — a net gain of 5 holders — while 20 added to existing stakes and 12 trimmed.
The largest buyer was Raymond James & Associates, adding an estimated $14.4M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $5.6M.
- 43 institutional investors held Hartford Schroders Tax-Aware Bond ETF (HTAB) as of Q4 2023, up from 39 in Q3 2023.
- Funds reported $147M of Hartford Schroders Tax-Aware Bond ETF stock for Q4 2023, up 41% quarter-over-quarter.
- 9 funds opened new Hartford Schroders Tax-Aware Bond ETF positions in Q4 2023 and 4 closed out, a net change of +5 holders.
- The largest Hartford Schroders Tax-Aware Bond ETF buyer in Q4 2023 was Raymond James & Associates, an estimated $14.4M added.
- The largest Hartford Schroders Tax-Aware Bond ETF seller in Q4 2023 was Raymond James Financial Services Advisors, an estimated $5.6M sold.
Based on aggregated 13F filings for Q4 2023.