We are live on ! Find out more
HTAB icon

Hartford Schroders Tax-Aware Bond ETF

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.

New
Increased
Maintained
Reduced
Closed

1,433% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 3

29% more capital invested

Capital invested by funds: $223M → $289M (+$65.7M)

2.74% more ownership

Funds ownership: 67.35%70.09% (+2.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less funds holding

Funds holding: 5855 (-3)

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3

Holders
55
Holders Change
-3
Holders Change %
-5.17%
% 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
1
Increased
46
Reduced
3
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FAIM
26
Financial Advocates Investment Management
Washington
$1.27M +$126K +6,430 +11%
SA
27
Sanctuary Advisors
Indiana
$1.1M +$506K +25,740 +85%
CFGS
28
Concourse Financial Group Securities
Alabama
$913K +$131K +6,640 +17%
LS
29
Leelyn Smith
Illinois
$771K -$49.3K -2,508 -6%
JSW
30
Journey Strategic Wealth
New Jersey
$744K
RJT
31
Raymond James Trust
Florida
$730K +$130K +6,598 +22%
AWA
32
Arete Wealth Advisors
Illinois
$686K +$196K +9,941 +40%
HI
33
Harbour Investments
Wisconsin
$669K +$40.1K +2,039 +6%
Stifel Financial
34
Stifel Financial
Missouri
$657K +$12.9K +656 +2%
P
35
&Partners
Tennessee
$640K +$23.6K +1,200 +4%
AWS
36
Atria Wealth Solutions
New York
$587K +$8.3K +422 +1%
KAS
37
Kestra Advisory Services
Texas
$580K +$291K +14,821 +102%
WMA
38
West Michigan Advisors
Michigan
$524K +$252K +12,795 +94%
PAG
39
Private Advisor Group
New Jersey
$506K +$13K +659 +3%
EWA
40
EverSource Wealth Advisors
Alabama
$496K +$1K +51 +0.2%
DC
41
Davenport & Co
Virginia
$472K +$34.9K +1,777 +8%
PG
42
Prostatis Group
Maryland
$438K +$98.3K +5,000 +29%
UWM
43
USAdvisors Wealth Management
Minnesota
$432K +$21.7K +1,105 +5%
OWA
44
Opal Wealth Advisors
New York
$383K +$374K +19,008 +5,446%
FPIS
45
Financial Planning & Information Services
Wisconsin
$259K +$54.2K +2,755 +27%
PTC
46
Private Trust Company
Ohio
$256K +$54.3K +2,760 +27%
TFM
47
Trademark Financial Management
Minnesota
$250K -$103K -5,216 -29%
MML Investors Services
48
MML Investors Services
Massachusetts
$240K +$9.22K +469 +4%
GRP
49
Global Retirement Partners
California
$124K
Morgan Stanley
50
Morgan Stanley
New York
$110K +$108K +5,497 +8,866%