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Hartford Schroders Tax-Aware Bond ETF
HTAB

Overview Fund Activity

57 hedge funds and large institutions have $328M invested in Hartford Schroders Tax-Aware Bond ETF in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 31 increasing their positions, 14 reducing their positions, and 3 closing their positions.

Holders
57
Holders Change
+2
Holders Change %
+3.64%
% of All Funds
0.76%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
9
Increased
31
Reduced
14
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWA
1
Amplius Wealth Advisors
Pennsylvania
$34.4M
2
LPL Financial
2
LPL Financial
California
$51.4M
3
CPC
3
Consolidated Planning Corp
Georgia
$8.23M
4
Jane Street
4
Jane Street
New York
$3.46M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$6.26M

Top Sellers

1
EFL
1
ERn Financial LLC
Wisconsin
$1.97M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$3.43M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$2.74M
4
PFGIA
4
Patriot Financial Group Insurance Agency
Massachusetts
$1.52M
5
GRP
5
Global Retirement Partners
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
EFL
26
ERn Financial LLC
Wisconsin
$1.97M 101,844 -317,416 -76%
PFGIA
27
Patriot Financial Group Insurance Agency
Massachusetts
$1.52M 78,480 -59,874 -43%
FAIM
28
Financial Advocates Investment Management
Washington
$1.29M 66,454 +2,482 +4%
SA
29
Sanctuary Advisors
Indiana
$1.08M 55,935 – –
CFGS
30
Concourse Financial Group Securities
Alabama
$1.02M 52,590 +6,630 +14%
JSW
31
Journey Strategic Wealth
New Jersey
$782K 40,403 +2,843 +8%
Citadel Advisors
32
Citadel Advisors
Florida
$778K 40,200 +40,200 New
LS
33
Leelyn Smith
Illinois
$762K 39,347 +422 +1%
KAS
34
Kestra Advisory Services
Texas
$728K 37,604 +8,309 +28%
OWA
35
Opal Wealth Advisors
New York
$720K 37,179 +17,822 +92%
EWA
36
EverSource Wealth Advisors
Alabama
$656K 33,860 +8,822 +35%
HI
37
Harbour Investments
Wisconsin
$651K 33,647 -128 -0.4%
P
38
&Partners
Tennessee
$648K 32,195 -130 -0.4%
AWA
39
Arete Wealth Advisors
Illinois
$640K 33,057 -1,554 -4%
SFG
40
Stonebridge Financial Group
Pennsylvania
$634K 32,737 +32,737 New
Stifel Financial
41
Stifel Financial
Missouri
$634K 32,736 -436 -1%
PAG
42
Private Advisor Group
New Jersey
$577K 29,799 +4,260 +17%
AWS
43
Atria Wealth Solutions
New York
$569K 29,251 -296 -1%
PG
44
Prostatis Group
Maryland
$525K 27,100 +5,000 +23%
UWM
45
USAdvisors Wealth Management
Minnesota
$503K 25,999 +4,216 +19%
DC
46
Davenport & Co
Virginia
$502K 25,950 +2,130 +9%
WMA
47
West Michigan Advisors
Michigan
$446K 22,962 -3,423 -13%
FA
48
Fermata Advisors
California
$424K 21,881 +21,881 New
PTC
49
Private Trust Company
Ohio
$270K 13,945 +1,010 +8%
KFSN
50
Keystone Financial Services (Nebraska)
Nebraska
$245K 12,654 +12,654 New
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