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Hartford Schroders Tax-Aware Bond ETF

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.

New
Increased
Maintained
Reduced
Closed

162% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 13

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

22% more capital invested

Capital invested by funds: $183M → $223M (+$40.2M)

5% more funds holding

Funds holding: 5558 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5.64% less ownership

Funds ownership: 72.99%67.35% (-5.6%)

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
Name Holding Trade Value Shares
Change
Change in
Stake
LS
26
Leelyn Smith
Illinois
$800K -$45.8K -2,374 -5%
Jones Financial Companies
27
Jones Financial Companies
Missouri
$773K +$684K +35,451 +772%
CFGS
28
Concourse Financial Group Securities
Alabama
$761K +$21.9K +1,135 +3%
JSW
29
Journey Strategic Wealth
New Jersey
$725K +$167K +8,640 +30%
Stifel Financial
30
Stifel Financial
Missouri
$628K +$22.9K +1,186 +4%
HI
31
Harbour Investments
Wisconsin
$613K +$36.3K +1,880 +6%
P
32
&Partners
Tennessee
$601K +$601K +31,125 New
RJT
33
Raymond James Trust
Florida
$584K +$149K +7,741 +34%
SA
34
Sanctuary Advisors
Indiana
$576K +$583K +30,195 New
FTUS
35
Flow Traders U.S.
New York
$571K +$221K +11,449 +63%
AWS
36
Atria Wealth Solutions
New York
$564K -$20.8K -1,080 -4%
EWA
37
EverSource Wealth Advisors
Alabama
$489K +$163K +8,431 +51%
PAG
38
Private Advisor Group
New Jersey
$480K +$502 +26 +0.1%
AWA
39
Arete Wealth Advisors
Illinois
$477K +$476K +24,670 New
DC
40
Davenport & Co
Virginia
$426K +$197K +10,199 +86%
UWM
41
USAdvisors Wealth Management
Minnesota
$399K +$2.78K +144 +0.7%
TFM
42
Trademark Financial Management
Minnesota
$345K +$868 +45 +0.3%
PG
43
Prostatis Group
Maryland
$330K
KAS
44
Kestra Advisory Services
Texas
$279K +$85.6K +4,436 +44%
WMA
45
West Michigan Advisors
Michigan
$263K +$4.07K +211 +2%
MML Investors Services
46
MML Investors Services
Massachusetts
$225K +$1.91K +99 +0.9%
FPIS
47
Financial Planning & Information Services
Wisconsin
$199K +$199K +10,303 New
Jane Street
48
Jane Street
New York
$198K -$3.89M -201,419 -95%
PTC
49
Private Trust Company
Ohio
$196K +$63.3K +3,282 +48%
BFEC
50
Benjamin F. Edwards & Company
Missouri
$145K -$25.1K -1,300 -15%