Hartford Schroders Tax-Aware Bond ETF
HTAB
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.
New
Increased
Maintained
Reduced
Closed
more ownership
Funds ownership: →
more capital invested
Capital invested by funds: $ → $
less funds holding
Funds holding: →
less first-time investments, than exits
New positions opened: | Existing positions closed:
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)
Holders
60
Holding in Top 10
2
Calls
–
Puts
–
Top Buyers
| 1 | +$16.5M | |
| 2 | +$4.18M | |
| 3 | +$3.52M | |
| 4 |
AWA
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
+$3.38M |
| 5 |
Jones Financial Companies
Des Peres,
Missouri
|
+$1.06M |
Top Sellers
| 1 | -$10M | |
| 2 | -$4.08M | |
| 3 | -$3.65M | |
| 4 |
Bank of New York Mellon
New York
|
-$734K |
| 5 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
-$725K |
