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Hartford Schroders Tax-Aware Bond ETF
HTAB

Overview Fund Activity

55 hedge funds and large institutions have $289M invested in Hartford Schroders Tax-Aware Bond ETF in 2024 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 46 increasing their positions, 3 reducing their positions, and 3 closing their positions.

Holders
55
Holders Change
-3
Holders Change %
-5.17%
% 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
1
Increased
46
Reduced
3
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$39.1M
2
LPL Financial
2
LPL Financial
California
$44.6M
3
WAP
3
Wealthcare Advisory Partners
Pennsylvania
$8.22M
4
Bank of America
4
Bank of America
North Carolina
$20.4M
5
CPC
5
Consolidated Planning Corp
Georgia
$3.84M

Top Sellers

1
IWN
1
Independent Wealth Network
Iowa
$0
2
FTUS
2
Flow Traders U.S.
New York
$0
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$2.69M
4
Jane Street
4
Jane Street
New York
$0
5
TFM
5
Trademark Financial Management
Minnesota
$250K
Name Market Value Shares Shares
Change 		Shares
Change %
FAIM
26
Financial Advocates Investment Management
Washington
$1.27M 63,972 +6,430 +11%
SA
27
Sanctuary Advisors
Indiana
$1.1M 55,935 +25,740 +85%
CFGS
28
Concourse Financial Group Securities
Alabama
$913K 45,960 +6,640 +17%
LS
29
Leelyn Smith
Illinois
$771K 38,925 -2,508 -6%
JSW
30
Journey Strategic Wealth
New Jersey
$744K 37,560 – –
RJT
31
Raymond James Trust
Florida
$730K 36,862 +6,598 +22%
AWA
32
Arete Wealth Advisors
Illinois
$686K 34,611 +9,941 +40%
HI
33
Harbour Investments
Wisconsin
$669K 33,775 +2,039 +6%
Stifel Financial
34
Stifel Financial
Missouri
$657K 33,172 +656 +2%
P
35
&Partners
Tennessee
$640K 32,325 +1,200 +4%
AWS
36
Atria Wealth Solutions
New York
$587K 29,547 +422 +1%
KAS
37
Kestra Advisory Services
Texas
$580K 29,295 +14,821 +102%
WMA
38
West Michigan Advisors
Michigan
$524K 26,385 +12,795 +94%
PAG
39
Private Advisor Group
New Jersey
$506K 25,539 +659 +3%
EWA
40
EverSource Wealth Advisors
Alabama
$496K 25,038 +51 +0.2%
DC
41
Davenport & Co
Virginia
$472K 23,820 +1,777 +8%
PG
42
Prostatis Group
Maryland
$438K 22,100 +5,000 +29%
UWM
43
USAdvisors Wealth Management
Minnesota
$432K 21,783 +1,105 +5%
OWA
44
Opal Wealth Advisors
New York
$383K 19,357 +19,008 +5,446%
FPIS
45
Financial Planning & Information Services
Wisconsin
$259K 13,058 +2,755 +27%
PTC
46
Private Trust Company
Ohio
$256K 12,935 +2,760 +27%
TFM
47
Trademark Financial Management
Minnesota
$250K 12,631 -5,216 -29%
MML Investors Services
48
MML Investors Services
Massachusetts
$240K 12,132 +469 +4%
GRP
49
Global Retirement Partners
California
$124K 6,264 – –
Morgan Stanley
50
Morgan Stanley
New York
$110K 5,559 +5,497 +8,866%
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