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Hartford Schroders Tax-Aware Bond ETF
HTAB

Overview Fund Activity

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.

Holders
60
Holders Change
+3
Holders Change %
+5.26%
% of All Funds
0.82%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
8
Increased
27
Reduced
18
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IWP
1
IAG Wealth Partners
Wisconsin
$22.6M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$40.8M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$6.34M
4
CPC
4
Consolidated Planning Corp
Georgia
$10.7M
5
MSFS
5
Main Street Financial Solutions
Pennsylvania
$11M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$15.1M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$13.7M
3
Truist Financial
3
Truist Financial
North Carolina
$14M
4
WAP
4
Wealthcare Advisory Partners
Pennsylvania
$4.68M
5
AWA
5
Amplius Wealth Advisors
Pennsylvania
$32.3M
Name Market Value Shares Shares
Change 		Shares
Change %
EFL
26
ERn Financial LLC
Wisconsin
$1.87M 97,711 -4,133 -4%
KAS
27
Kestra Advisory Services
Texas
$1.2M 62,734 +25,130 +67%
PFGIA
28
Patriot Financial Group Insurance Agency
Massachusetts
$1.1M 57,501 -20,979 -27%
Stifel Financial
29
Stifel Financial
Missouri
$843K 43,968 +11,232 +34%
LS
30
Leelyn Smith
Illinois
$793K 41,375 +2,028 +5%
JSW
31
Journey Strategic Wealth
New Jersey
$729K 38,054 -2,349 -6%
OWA
32
Opal Wealth Advisors
New York
$725K 37,819 +640 +2%
Goldman Sachs
33
Goldman Sachs
New York
$704K 36,700 +36,700 New
PAG
34
Private Advisor Group
New Jersey
$686K 35,793 +5,994 +20%
HI
35
Harbour Investments
Wisconsin
$664K 34,629 +982 +3%
SFG
36
Stonebridge Financial Group
Pennsylvania
$628K 32,737 – –
AWS
37
Atria Wealth Solutions
New York
$574K 29,845 +594 +2%
UWM
38
USAdvisors Wealth Management
Minnesota
$532K 27,799 +1,800 +7%
P
39
&Partners
Tennessee
$521K 27,370 -4,825 -15%
DC
40
Davenport & Co
Virginia
$457K 23,847 -2,103 -8%
FA
41
Fermata Advisors
California
$419K 21,881 – –
WMA
42
West Michigan Advisors
Michigan
$409K 21,254 -1,708 -7%
Citadel Advisors
43
Citadel Advisors
Florida
$384K 20,011 -20,189 -50%
AWA
44
Arete Wealth Advisors
Illinois
$377K 19,677 -13,380 -40%
PG
45
Prostatis Group
Maryland
$366K 19,100 -8,000 -30%
KFSN
46
Keystone Financial Services (Nebraska)
Nebraska
$276K 14,409 +1,755 +14%
PTC
47
Private Trust Company
Ohio
$267K 13,945 – –
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$252K 13,164 +13,164 New
HighTower Advisors
49
HighTower Advisors
Illinois
$250K 13,058 +13,058 New
MML Investors Services
50
MML Investors Services
Massachusetts
$236K 12,319 +124 +1%
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