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Hartford Schroders Tax-Aware Bond ETF
HTAB

55 hedge funds and large institutions have $289M invested in Hartford Schroders Tax-Aware Bond ETF in 2024 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 46 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,433% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 3

29% more capital invested

Capital invested by funds: $223M → $289M (+$65.7M)

2.74% more ownership

Funds ownership: 67.35% → 70.09% (+2.7%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

5% less funds holding

Funds holding: 58 → 55 (-3)

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3

Holders
55
Holders Change
-3
Holders Change %
-5.17%
% 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
1
Increased
46
Reduced
3
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
+$15.9M
2
LPL Financial
LPL Financial
California
+$13.6M
3
WAP
Wealthcare Advisory Partners
Pennsylvania
+$4.94M
4
Bank of America
Bank of America
North Carolina
+$4.15M
5
CPC
Consolidated Planning Corp
Georgia
+$3.81M

Top Sellers

1
IWN
Independent Wealth Network
Iowa
-$1.38M
2
FTUS
Flow Traders U.S.
New York
-$571K
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$357K
4
Jane Street
Jane Street
New York
-$198K
5
TFM
Trademark Financial Management
Minnesota
-$103K
Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
51
Steward Partners Investment Advisory
New York
$107K +$9.48K +482 +10%
UBS Group
52
UBS Group
Switzerland
$78.6K +$77.9K +3,960 +66,000%
WIM
53
Westside Investment Management
California
$39.6K – – –
TLA
54
Tanglewood Legacy Advisors
Texas
$25.3K – – –
HGERS
55
Householder Group Estate & Retirement Specialist
Arizona
$10K – – –
IWN
56
Independent Wealth Network
Iowa
– -$1.38M -71,625 Closed
FTUS
57
Flow Traders U.S.
New York
– -$571K -29,589 Closed
Jane Street
58
Jane Street
New York
– -$198K -10,261 Closed
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