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Hartford Schroders Tax-Aware Bond ETF
HTAB
HTAB
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: 2 → 2 (0)
2% less capital invested
Capital invested by funds: $237M → $232M (-$4.49M)
10% less funds holding
Funds holding: 51 → 46 (-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
–
Top Buyers
Top Sellers
| 1 |
AWM
Axxcess Wealth Management
Carlsbad,
California
|
-$4.68M |
| 2 |
Jane Street
New York
|
-$2.03M |
| 3 |
LPL Financial
San Diego,
California
|
-$1.22M |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
-$1.01M |
| 5 |
LWA
LifeGoal Wealth Advisors
Saratoga Springs,
New York
|
-$876K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PG
51
Prostatis Group
Hanover,
Maryland
| – | -$239K | -12,500 | Closed |
|
|
MOS
52
MGO One Seven
Beachwood,
Ohio
| – | -$204K | -10,668 | Closed |
|
|
PAG
53
Private Advisor Group
Morristown,
New Jersey
| – | -$195K | -10,157 | Closed |
|
54
Wells Fargo
San Francisco,
California
| – | -$26.3K | -1,375 | Closed |
|
55
UBS Group
Zurich,
Switzerland
| – | -$6.34K | -331 | Closed |
|