Hartford Schroders Tax-Aware Bond ETF
HTAB
HTAB
60 hedge funds and large institutions have $327M invested in Hartford Schroders Tax-Aware Bond ETF in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 18 reducing their positions, and 4 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding in top 10
Funds holding in top 10: →
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding
Funds holding: →
0% less capital invested
Capital invested by funds: $328M → $327M (-$899K)
0.56% less ownership
Funds ownership: 73.35% → 72.79% (-0.56%)
Holders
60
Holding in Top 10
3
Calls
–
Puts
–
Top Buyers
| 1 | +$8.46M | |
| 2 | +$2.98M | |
| 3 | +$2.94M | |
| 4 |
CPC
Consolidated Planning Corp
Atlanta,
Georgia
|
+$2.5M |
| 5 |
MSFS
Main Street Financial Solutions
Newtown,
Pennsylvania
|
+$2.37M |
Top Sellers
| 1 | -$5.73M | |
| 2 | -$4.55M | |
| 3 | -$4.48M | |
| 4 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
-$3.7M |
| 5 |
AWA
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
-$1.7M |