We are live on ! Find out more
HTAB icon

Hartford Schroders Tax-Aware Bond ETF

46 hedge funds and large institutions have $232M invested in Hartford Schroders Tax-Aware Bond ETF in 2026 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 25 increasing their positions, 13 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 13

2.35% more ownership

Funds ownership: 74.51%76.86% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less capital invested

Capital invested by funds: $237M → $232M (-$4.49M)

10% less funds holding

Funds holding: 5146 (-5)

44% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 9

Holders
46
Holders Change
-5
Holders Change %
-9.8%
% of All Funds
0.57%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
25
Reduced
13
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DC
26
Davenport & Co
Virginia
$589K +$160K +8,340 +37%
LS
27
Leelyn Smith
Illinois
$560K +$15.4K +798 +3%
JSW
28
Journey Strategic Wealth
New Jersey
$554K +$539 +28 +0.1%
WMA
29
West Michigan Advisors
Michigan
$546K -$4.48K -233 -0.8%
AWA
30
Amplius Wealth Advisors
Pennsylvania
$544K -$165K -8,584 -23%
Jane Street
31
Jane Street
New York
$523K -$2.03M -105,680 -79%
LWA
32
LifeGoal Wealth Advisors
New York
$497K -$876K -45,516 -64%
HI
33
Harbour Investments
Wisconsin
$470K +$20K +1,042 +4%
UWM
34
USAdvisors Wealth Management
Minnesota
$441K +$20.9K +1,087 +5%
KFSN
35
Keystone Financial Services (Nebraska)
Nebraska
$423K +$28.3K +1,470 +7%
P
36
&Partners
Tennessee
$422K -$291K -15,150 -41%
FTUS
37
Flow Traders U.S.
New York
$397K -$799K -41,534 -67%
AWA
38
Arete Wealth Advisors
Illinois
$383K +$82.7K +4,300 +27%
HighTower Advisors
39
HighTower Advisors
Illinois
$342K +$346K +17,999 New
OWA
40
Opal Wealth Advisors
New York
$341K +$6.73K +350 +2%
FA
41
Fermata Advisors
California
$221K
SPIA
42
Steward Partners Investment Advisory
New York
$126K +$8.52K +443 +7%
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$115K +$116K +6,038 New
PF
44
PlanVest Financial
Maryland
$69.7K +$70.6K +3,668 New
Morgan Stanley
45
Morgan Stanley
New York
$58.4K +$57.1K +2,966 +2,746%
WIM
46
Westside Investment Management
California
$38K
AWM
47
Axxcess Wealth Management
California
-$4.68M -244,475 Closed
Citadel Advisors
48
Citadel Advisors
Florida
-$758K -39,602 Closed
AQR Capital Management
49
AQR Capital Management
Connecticut
-$256K -13,354 Closed
MML Investors Services
50
MML Investors Services
Massachusetts
-$242K -12,642 Closed