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Hartford Schroders Tax-Aware Bond ETF
HTAB

Overview Fund Activity

58 hedge funds and large institutions have $223M invested in Hartford Schroders Tax-Aware Bond ETF in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 34 increasing their positions, 13 reducing their positions, and 3 closing their positions.

Holders
58
Holders Change
+3
Holders Change %
+5.45%
% of All Funds
0.84%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
7
Increased
34
Reduced
13
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$30.1M
2
Truist Financial
2
Truist Financial
North Carolina
$15.2M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$14.4M
4
IWP
4
IAG Wealth Partners
Wisconsin
$9.21M
5
Bank of America
5
Bank of America
North Carolina
$15.9M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
AWA
2
Amplius Wealth Advisors
Pennsylvania
$14.4M
3
Jane Street
3
Jane Street
New York
$198K
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$13M
5
PFGIA
5
Patriot Financial Group Insurance Agency
Massachusetts
$2.43M
Name Market Value Shares Shares
Change 		Shares
Change %
LS
26
Leelyn Smith
Illinois
$800K 41,433 -2,374 -5%
Jones Financial Companies
27
Jones Financial Companies
Missouri
$773K 40,042 +35,451 +772%
CFGS
28
Concourse Financial Group Securities
Alabama
$761K 39,320 +1,135 +3%
JSW
29
Journey Strategic Wealth
New Jersey
$725K 37,560 +8,640 +30%
Stifel Financial
30
Stifel Financial
Missouri
$628K 32,516 +1,186 +4%
HI
31
Harbour Investments
Wisconsin
$613K 31,736 +1,880 +6%
P
32
&Partners
Tennessee
$601K 31,125 +31,125 New
RJT
33
Raymond James Trust
Florida
$584K 30,264 +7,741 +34%
SA
34
Sanctuary Advisors
Indiana
$576K 30,195 +30,195 New
FTUS
35
Flow Traders U.S.
New York
$571K 29,589 +11,449 +63%
AWS
36
Atria Wealth Solutions
New York
$564K 29,125 -1,080 -4%
EWA
37
EverSource Wealth Advisors
Alabama
$489K 24,987 +8,431 +51%
PAG
38
Private Advisor Group
New Jersey
$480K 24,880 +26 +0.1%
AWA
39
Arete Wealth Advisors
Illinois
$477K 24,670 +24,670 New
DC
40
Davenport & Co
Virginia
$426K 22,043 +10,199 +86%
UWM
41
USAdvisors Wealth Management
Minnesota
$399K 20,678 +144 +0.7%
TFM
42
Trademark Financial Management
Minnesota
$345K 17,847 +45 +0.3%
PG
43
Prostatis Group
Maryland
$330K 17,100 – –
KAS
44
Kestra Advisory Services
Texas
$279K 14,474 +4,436 +44%
WMA
45
West Michigan Advisors
Michigan
$263K 13,590 +211 +2%
MML Investors Services
46
MML Investors Services
Massachusetts
$225K 11,663 +99 +0.9%
FPIS
47
Financial Planning & Information Services
Wisconsin
$199K 10,303 +10,303 New
Jane Street
48
Jane Street
New York
$198K 10,261 -201,419 -95%
PTC
49
Private Trust Company
Ohio
$196K 10,175 +3,282 +48%
BFEC
50
Benjamin F. Edwards & Company
Missouri
$145K 7,500 -1,300 -15%
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