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Hartford Schroders Tax-Aware Bond ETF
HTAB

Overview Fund Activity

55 hedge funds and large institutions have $183M invested in Hartford Schroders Tax-Aware Bond ETF in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 12 reducing their positions, and 2 closing their positions.

Holders
55
Holders Change
+12
Holders Change %
+27.91%
% of All Funds
0.8%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
14
Increased
25
Reduced
12
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWA
1
Amplius Wealth Advisors
Pennsylvania
$18.5M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$4.66M
3
Citadel Advisors
3
Citadel Advisors
Florida
$4.56M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$16.5M
5
Jane Street
5
Jane Street
New York
$4.14M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$5.96M
2
AWM
2
AE Wealth Management
Kansas
$0
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$2.73M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$1.74M
5
CAAS
5
Capital Asset Advisory Services
Michigan
$2.59M
Name Market Value Shares Shares
Change 		Shares
Change %
IWN
26
Independent Wealth Network
Iowa
$1.37M 70,011 +1,356 +2%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$1.05M 53,594 +18,190 +51%
LS
28
Leelyn Smith
Illinois
$858K 43,807 +5,949 +16%
CFGS
29
Concourse Financial Group Securities
Alabama
$750K 38,185 -294 -0.8%
FAIM
30
Financial Advocates Investment Management
Washington
$721K 36,812 +1,890 +5%
Stifel Financial
31
Stifel Financial
Missouri
$613K 31,330 +5,403 +21%
AWS
32
Atria Wealth Solutions
New York
$593K 30,205 -116 -0.4%
HI
33
Harbour Investments
Wisconsin
$585K 29,856 +4,823 +19%
JSW
34
Journey Strategic Wealth
New Jersey
$566K 28,920 +8,000 +38%
PAG
35
Private Advisor Group
New Jersey
$487K 24,854 +9,989 +67%
RJT
36
Raymond James Trust
Florida
$441K 22,523 +22,523 New
UWM
37
USAdvisors Wealth Management
Minnesota
$399K 20,534 +5,924 +41%
FTUS
38
Flow Traders U.S.
New York
$355K 18,140 +18,140 New
CWA
39
CJM Wealth Advisers
Virginia
$351K 17,907 +17,907 New
TFM
40
Trademark Financial Management
Minnesota
$349K 17,802 +572 +3%
PG
41
Prostatis Group
Maryland
$335K 17,100 +17,100 New
EWA
42
EverSource Wealth Advisors
Alabama
$316K 16,556 +16,556 New
WMA
43
West Michigan Advisors
Michigan
$262K 13,379 +13,379 New
BWM
44
Birchcreek Wealth Management
Ohio
$250K 12,743 – –
DC
45
Davenport & Co
Virginia
$232K 11,844 +11,844 New
MML Investors Services
46
MML Investors Services
Massachusetts
$226K 11,564 +312 +3%
KAS
47
Kestra Advisory Services
Texas
$197K 10,038 +10,038 New
BFEC
48
Benjamin F. Edwards & Company
Missouri
$172K 8,800 +1,500 +21%
PTC
49
Private Trust Company
Ohio
$135K 6,893 +1,023 +17%
SPIA
50
Steward Partners Investment Advisory
New York
$107K 5,486 -1,014 -16%
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