Hartford Schroders Tax-Aware Bond ETF
HTAB
54 hedge funds and large institutions have $260M invested in Hartford Schroders Tax-Aware Bond ETF in 2025 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 21 increasing their positions, 22 reducing their positions, and 10 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
5% less repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 22
5.15% less ownership
Funds ownership: 79.76% → 74.6% (-5.2%)
10% less funds holding
Funds holding: 60 → 54 (-6)
21% less capital invested
Capital invested by funds: $328M → $260M (-$67.9M)
50% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CPC
Consolidated Planning Corp
Atlanta,
Georgia
|
+$20.2M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$2.73M |
| 3 |
Jones Financial Companies
Des Peres,
Missouri
|
+$2.51M |
| 4 |
Bank of New York Mellon
New York
|
+$1.76M |
| 5 |
AWM
Axxcess Wealth Management
Carlsbad,
California
|
+$1.36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
-$34.1M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$16.5M |
| 3 |
Raymond James Financial
St Petersburg,
Florida
|
-$15M |
| 4 |
IWP
IAG Wealth Partners
Waukesha,
Wisconsin
|
-$14.7M |
| 5 |
LPL Financial
San Diego,
California
|
-$13.9M |
HTAB Hedge Fund Activity: Q3 2025 in Review
54 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Hartford Schroders Tax-Aware Bond ETF (HTAB) for Q3 2025, worth a combined $260M — down 21% from $328M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of HTAB and 5 opened new positions — a net loss of 5 holders — while 22 trimmed existing stakes and 21 added.
The largest buyer was Consolidated Planning Corp, adding an estimated $20.2M. The largest seller was Amplius Wealth Advisors, cutting an estimated $34.1M.
- 54 institutional investors held Hartford Schroders Tax-Aware Bond ETF (HTAB) as of Q3 2025, down from 60 in Q2 2025.
- Funds reported $260M of Hartford Schroders Tax-Aware Bond ETF stock for Q3 2025, down 21% quarter-over-quarter.
- 5 funds opened new Hartford Schroders Tax-Aware Bond ETF positions in Q3 2025 and 10 closed out, a net change of -5 holders.
- The largest Hartford Schroders Tax-Aware Bond ETF buyer in Q3 2025 was Consolidated Planning Corp, an estimated $20.2M added.
- The largest Hartford Schroders Tax-Aware Bond ETF seller in Q3 2025 was Amplius Wealth Advisors, an estimated $34.1M sold.
Based on aggregated 13F filings for Q3 2025.