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Hartford Schroders Tax-Aware Bond ETF
HTAB
HTAB
55 hedge funds and large institutions have $183M invested in Hartford Schroders Tax-Aware Bond ETF in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 12 reducing their positions, and 2 closing their positions.
New
Increased
Maintained
Reduced
Closed
600% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 2
108% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 12
28% more funds holding
Funds holding: 43 → 55 (+12)
24% more capital invested
Capital invested by funds: $147M → $183M (+$36M)
2.13% more ownership
Funds ownership: 70.87% → 72.99% (+2.1%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Holders
55
Holders Change
+12
Holders Change %
+27.91%
% of All Funds
0.79%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
14
Increased
25
Reduced
12
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Jones Financial Companies
Des Peres,
Missouri
| $89.9K | +$762 | +39 | +0.9% |
|
|
WIM
52
Westside Investment Management
Santa Monica,
California
| $39.2K | – | – | – |
|
|
TLA
53
Tanglewood Legacy Advisors
Houston,
Texas
| $25K | – | – | – |
|
|
HGERS
54
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
| $10.7K | +$10.7K | +545 | New |
|
55
Morgan Stanley
New York
| $21 | -$20 | -1 | -50% |
|
|
AWM
56
AE Wealth Management
Topeka,
Kansas
| – | -$1.4M | -71,914 | Closed |
|
57
UBS Group
Zurich,
Switzerland
| – | -$8.54K | -432 | Closed |
|