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Hartford Schroders Tax-Aware Bond ETF
HTAB

58 hedge funds and large institutions have $223M invested in Hartford Schroders Tax-Aware Bond ETF in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 34 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 13

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

22% more capital invested

Capital invested by funds: $183M → $223M (+$40.2M)

5% more funds holding

Funds holding: 55 → 58 (+3)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

5.64% less ownership

Funds ownership: 72.99% → 67.35% (-5.6%)

Holders
58
Holders Change
+3
Holders Change %
+5.45%
% of All Funds
0.84%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
7
Increased
34
Reduced
13
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$25M
2
Truist Financial
Truist Financial
North Carolina
+$11.6M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$10.9M
4
IWP
IAG Wealth Partners
Wisconsin
+$6.85M
5
Bank of America
Bank of America
North Carolina
+$2.2M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$4.56M
2
AWA
Amplius Wealth Advisors
Pennsylvania
-$3.91M
3
Jane Street
Jane Street
New York
-$3.89M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$3.27M
5
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
-$685K
Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
51
Global Retirement Partners
California
$121K +$121K +6,264 New
SPIA
52
Steward Partners Investment Advisory
New York
$95.1K -$10.8K -560 -10%
WIM
53
Westside Investment Management
California
$38.6K – – –
TLA
54
Tanglewood Legacy Advisors
Texas
$24.6K – – –
HGERS
55
Householder Group Estate & Retirement Specialist
Arizona
$10K – – –
OWA
56
Opal Wealth Advisors
New York
$6.74K +$6.74K +349 New
Morgan Stanley
57
Morgan Stanley
New York
$1.21K +$1.18K +61 +6,100%
UBS Group
58
UBS Group
Switzerland
$116 +$116 +6 New
Citadel Advisors
59
Citadel Advisors
Florida
– -$4.56M -233,141 Closed
CWA
60
CJM Wealth Advisers
Virginia
– -$351K -17,907 Closed
BWM
61
Birchcreek Wealth Management
Ohio
– -$250K -12,743 Closed
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