Hartford Schroders Tax-Aware Bond ETF
HTAB
HTAB
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
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
5.64% less ownership
Funds ownership: 72.99% → 67.35% (-5.6%)
Holders
58
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$25M | |
| 2 | +$11.6M | |
| 3 | +$10.9M | |
| 4 |
IWP
IAG Wealth Partners
Waukesha,
Wisconsin
|
+$6.85M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$2.2M |
Top Sellers
| 1 | -$4.56M | |
| 2 | -$3.91M | |
| 3 | -$3.89M | |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$3.27M |
| 5 |
PFGIA
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
-$685K |