Hartford Schroders Tax-Aware Bond ETF
HTAB
60 hedge funds and large institutions have $328M invested in Hartford Schroders Tax-Aware Bond ETF in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 22 increasing their positions, 29 reducing their positions, and 6 closing their positions.
6.73% more ownership
Funds ownership: 73.03% → 79.76% (+6.7%)
0% more capital invested
Capital invested by funds: $328M → $328M (+$54.2K)
2% less funds holding
Funds holding: 61 → 60 (-1)
17% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 6
24% less repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 29
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
+$16.6M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$4.19M |
| 3 |
CPC
Consolidated Planning Corp
Atlanta,
Georgia
|
+$3.53M |
| 4 |
AWA
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
+$3.39M |
| 5 |
Jones Financial Companies
Des Peres,
Missouri
|
+$1.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$10M |
| 2 |
IWP
IAG Wealth Partners
Waukesha,
Wisconsin
|
-$4.1M |
| 3 |
Raymond James Financial
St Petersburg,
Florida
|
-$3.66M |
| 4 |
Bank of New York Mellon
New York
|
-$736K |
| 5 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
-$727K |
HTAB Hedge Fund Activity: Q2 2025 in Review
60 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Hartford Schroders Tax-Aware Bond ETF (HTAB) for Q2 2025, worth a combined $328M — up 0.02% from $328M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of HTAB and 5 opened new positions — a net loss of 1 holder — while 29 trimmed existing stakes and 22 added.
The largest buyer was Stifel Financial, adding an estimated $16.6M. The largest seller was LPL Financial, cutting an estimated $10M.
- 60 institutional investors held Hartford Schroders Tax-Aware Bond ETF (HTAB) as of Q2 2025, down from 61 in Q1 2025.
- Funds reported $328M of Hartford Schroders Tax-Aware Bond ETF stock for Q2 2025, up 0.02% quarter-over-quarter.
- 5 funds opened new Hartford Schroders Tax-Aware Bond ETF positions in Q2 2025 and 6 closed out, a net change of -1 holder.
- The largest Hartford Schroders Tax-Aware Bond ETF buyer in Q2 2025 was Stifel Financial, an estimated $16.6M added.
- The largest Hartford Schroders Tax-Aware Bond ETF seller in Q2 2025 was LPL Financial, an estimated $10M sold.
Based on aggregated 13F filings for Q2 2025.