Hartford Schroders Tax-Aware Bond ETF
HTAB
57 hedge funds and large institutions have $328M invested in Hartford Schroders Tax-Aware Bond ETF in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 31 increasing their positions, 14 reducing their positions, and 3 closing their positions.
200% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 3
121% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 14
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
14% more capital invested
Capital invested by funds: $289M → $328M (+$39.3M)
4% more funds holding
Funds holding: 55 → 57 (+2)
3.26% more ownership
Funds ownership: 70.09% → 73.35% (+3.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
+$20M |
| 2 |
LPL Financial
San Diego,
California
|
+$7.92M |
| 3 |
CPC
Consolidated Planning Corp
Atlanta,
Georgia
|
+$4.54M |
| 4 |
Jane Street
New York
|
+$3.5M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$2.87M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EFL
ERn Financial LLC
Middleton,
Wisconsin
|
-$6.23M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.48M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.92M |
| 4 |
PFGIA
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
-$1.17M |
| 5 |
GRP
Global Retirement Partners
San Rafael,
California
|
-$124K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
MML Investors Services
Springfield,
Massachusetts
| $236K | +$1.24K | +63 | +0.5% |
|
|
TFM
52
Trademark Financial Management
Bloomington,
Minnesota
| $195K | -$50.2K | -2,559 | -20% |
|
|
SPIA
53
Steward Partners Investment Advisory
New York
| $109K | +$4.69K | +239 | +4% |
|
54
Morgan Stanley
New York
| $106K | -$2.04K | -104 | -2% |
|
|
WIM
55
Westside Investment Management
Santa Monica,
California
| $38.7K | – | – | – |
|
|
TLA
56
Tanglewood Legacy Advisors
Houston,
Texas
| $24.7K | – | – | – |
|
|
GK
57
Graney & King
Latham,
New York
| $9.68K | +$9.81K | +500 | New |
|
|
GRP
58
Global Retirement Partners
San Rafael,
California
| – | -$124K | -6,264 | Closed |
|
59
UBS Group
Zurich,
Switzerland
| – | -$78.6K | -3,966 | Closed |
|
|
HGERS
60
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
| – | -$10K | -545 | Closed |
|
HTAB Hedge Fund Activity: Q4 2024 in Review
57 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Hartford Schroders Tax-Aware Bond ETF (HTAB) for Q4 2024, worth a combined $328M — up 14% from $289M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new HTAB positions and 3 closed out — a net gain of 6 holders — while 31 added to existing stakes and 14 trimmed.
The largest buyer was Amplius Wealth Advisors, adding an estimated $20M. The largest seller was ERn Financial LLC, cutting an estimated $6.23M.
- 57 institutional investors held Hartford Schroders Tax-Aware Bond ETF (HTAB) as of Q4 2024, up from 55 in Q3 2024.
- Funds reported $328M of Hartford Schroders Tax-Aware Bond ETF stock for Q4 2024, up 14% quarter-over-quarter.
- 9 funds opened new Hartford Schroders Tax-Aware Bond ETF positions in Q4 2024 and 3 closed out, a net change of +6 holders.
- The largest Hartford Schroders Tax-Aware Bond ETF buyer in Q4 2024 was Amplius Wealth Advisors, an estimated $20M added.
- The largest Hartford Schroders Tax-Aware Bond ETF seller in Q4 2024 was ERn Financial LLC, an estimated $6.23M sold.
Based on aggregated 13F filings for Q4 2024.