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Hartford Schroders Tax-Aware Bond ETF
HTAB

Overview Fund Activity

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.

Holders
55
Holders Change
+12
Holders Change %
+27.91%
% of All Funds
0.8%
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

1
AWA
1
Amplius Wealth Advisors
Pennsylvania
$18.5M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$4.66M
3
Citadel Advisors
3
Citadel Advisors
Florida
$4.56M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$16.5M
5
Jane Street
5
Jane Street
New York
$4.14M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$5.96M
2
AWM
2
AE Wealth Management
Kansas
$0
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$2.73M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$1.74M
5
CAAS
5
Capital Asset Advisory Services
Michigan
$2.59M
Name Market Value Shares Shares
Change 		Shares
Change %
Jones Financial Companies
51
Jones Financial Companies
Missouri
$89.9K 4,591 +39 +0.9%
WIM
52
Westside Investment Management
California
$39.2K 2,000 – –
TLA
53
Tanglewood Legacy Advisors
Texas
$25K 1,275 – –
HGERS
54
Householder Group Estate & Retirement Specialist
Arizona
$10.7K 545 +545 New
Morgan Stanley
55
Morgan Stanley
New York
$21 1 -1 -50%
AWM
56
AE Wealth Management
Kansas
– – -71,914 Closed
UBS Group
57
UBS Group
Switzerland
– – -432 Closed
1 2
3