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Hartford Schroders Tax-Aware Bond ETF

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.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 2

108% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 12

28% more funds holding

Funds holding: 4355 (+12)

24% more capital invested

Capital invested by funds: $147M → $183M (+$36M)

2.13% more ownership

Funds ownership: 70.87%72.99% (+2.1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
55
Holders Change
+12
Holders Change %
+27.91%
% of All Funds
0.79%
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
Name Holding Trade Value Shares
Change
Change in
Stake
IWN
26
Independent Wealth Network
Iowa
$1.37M +$26.5K +1,356 +2%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$1.05M +$355K +18,190 +51%
LS
28
Leelyn Smith
Illinois
$858K +$116K +5,949 +16%
CFGS
29
Concourse Financial Group Securities
Alabama
$750K -$5.75K -294 -0.8%
FAIM
30
Financial Advocates Investment Management
Washington
$721K +$36.9K +1,890 +5%
Stifel Financial
31
Stifel Financial
Missouri
$613K +$106K +5,403 +21%
AWS
32
Atria Wealth Solutions
New York
$593K -$2.27K -116 -0.4%
HI
33
Harbour Investments
Wisconsin
$585K +$94.3K +4,823 +19%
JSW
34
Journey Strategic Wealth
New Jersey
$566K +$156K +8,000 +38%
PAG
35
Private Advisor Group
New Jersey
$487K +$195K +9,989 +67%
RJT
36
Raymond James Trust
Florida
$441K +$440K +22,523 New
UWM
37
USAdvisors Wealth Management
Minnesota
$399K +$116K +5,924 +41%
FTUS
38
Flow Traders U.S.
New York
$355K +$355K +18,140 New
CWA
39
CJM Wealth Advisers
Virginia
$351K +$350K +17,907 New
TFM
40
Trademark Financial Management
Minnesota
$349K +$11.2K +572 +3%
PG
41
Prostatis Group
Maryland
$335K +$334K +17,100 New
EWA
42
EverSource Wealth Advisors
Alabama
$316K +$324K +16,556 New
WMA
43
West Michigan Advisors
Michigan
$262K +$261K +13,379 New
BWM
44
Birchcreek Wealth Management
Ohio
$250K
DC
45
Davenport & Co
Virginia
$232K +$231K +11,844 New
MML Investors Services
46
MML Investors Services
Massachusetts
$226K +$6.1K +312 +3%
KAS
47
Kestra Advisory Services
Texas
$197K +$196K +10,038 New
BFEC
48
Benjamin F. Edwards & Company
Missouri
$172K +$29.3K +1,500 +21%
PTC
49
Private Trust Company
Ohio
$135K +$20K +1,023 +17%
SPIA
50
Steward Partners Investment Advisory
New York
$107K -$19.8K -1,014 -16%