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Hartford Schroders Tax-Aware Bond ETF

59 hedge funds and large institutions have $328M invested in Hartford Schroders Tax-Aware Bond ETF in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 23 increasing their positions, 27 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
59
Holders Change
-1
Holders Change %
-1.67%
% of All Funds
0.79%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
5
Increased
23
Reduced
27
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LWA
26
LifeGoal Wealth Advisors
New York
$1.58M -$262K -13,988 -14%
KAS
27
Kestra Advisory Services
Texas
$1.51M +$337K +17,989 +29%
EFL
28
ERn Financial LLC
Wisconsin
$1.5M -$329K -17,600 -18%
FAIM
29
Financial Advocates Investment Management
Washington
$948K +$948K +50,679 New
JSW
30
Journey Strategic Wealth
New Jersey
$939K +$227K +12,159 +32%
LS
31
Leelyn Smith
Illinois
$720K -$53.9K -2,882 -7%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$711K +$465K +24,832 +189%
PAG
33
Private Advisor Group
New Jersey
$705K +$35.6K +1,902 +5%
PFGIA
34
Patriot Financial Group Insurance Agency
Massachusetts
$698K -$378K -20,214 -35%
P
35
&Partners
Tennessee
$684K +$172K +9,168 +33%
SFG
36
Stonebridge Financial Group
Pennsylvania
$613K
AWS
37
Atria Wealth Solutions
New York
$573K +$12.5K +668 +2%
UWM
38
USAdvisors Wealth Management
Minnesota
$539K +$19.4K +1,040 +4%
AWA
39
Arete Wealth Advisors
Illinois
$485K +$117K +6,244 +32%
DC
40
Davenport & Co
Virginia
$450K +$3.65K +195 +0.8%
HI
41
Harbour Investments
Wisconsin
$434K -$214K -11,446 -33%
WMA
42
West Michigan Advisors
Michigan
$418K +$19K +1,010 +5%
KFSN
43
Keystone Financial Services (Nebraska)
Nebraska
$350K +$80.5K +4,304 +30%
Citadel Advisors
44
Citadel Advisors
Florida
$341K -$33K -1,763 -9%
OWA
45
Opal Wealth Advisors
New York
$313K -$394K -21,073 -56%
PG
46
Prostatis Group
Maryland
$271K -$86.1K -4,600 -24%
HighTower Advisors
47
HighTower Advisors
Illinois
$244K
MML Investors Services
48
MML Investors Services
Massachusetts
$232K +$1.81K +97 +0.8%
FA
49
Fermata Advisors
California
$218K -$192K -10,250 -47%
Wealth Enhancement Advisory Services
50
Wealth Enhancement Advisory Services
Minnesota
$209K +$224 +12 +0.1%