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Hartford Schroders Tax-Aware Bond ETF
HTAB

Overview Fund Activity

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.

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

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$39.1M
2
LPL Financial
2
LPL Financial
California
$44.6M
3
WAP
3
Wealthcare Advisory Partners
Pennsylvania
$8.22M
4
Bank of America
4
Bank of America
North Carolina
$20.4M
5
CPC
5
Consolidated Planning Corp
Georgia
$3.84M

Top Sellers

1
IWN
1
Independent Wealth Network
Iowa
$0
2
FTUS
2
Flow Traders U.S.
New York
$0
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$2.69M
4
Jane Street
4
Jane Street
New York
$0
5
TFM
5
Trademark Financial Management
Minnesota
$250K
Name Market Value Shares Shares
Change 		Shares
Change %
SPIA
51
Steward Partners Investment Advisory
New York
$107K 5,408 +482 +10%
UBS Group
52
UBS Group
Switzerland
$78.6K 3,966 +3,960 +66,000%
WIM
53
Westside Investment Management
California
$39.6K 2,000 – –
TLA
54
Tanglewood Legacy Advisors
Texas
$25.3K 1,275 – –
HGERS
55
Householder Group Estate & Retirement Specialist
Arizona
$10K 545 – –
IWN
56
Independent Wealth Network
Iowa
– – -71,625 Closed
FTUS
57
Flow Traders U.S.
New York
– – -29,589 Closed
Jane Street
58
Jane Street
New York
– – -10,261 Closed
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