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Hartford Schroders Tax-Aware Bond ETF
HTAB

12 hedge funds and large institutions have $59.1M invested in Hartford Schroders Tax-Aware Bond ETF in 2019 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

211% more capital invested

Capital invested by funds: $19M → $59.1M (+$40.1M)

100% more funds holding

Funds holding: 6 → 12 (+6)

50% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 2

24.48% more ownership

Funds ownership: 62.11% → 86.59% (+24%)

Holders
12
Holders Change
+6
Holders Change %
+100%
% of All Funds
0.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
3
Reduced
2
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of New York Mellon
Bank of New York Mellon
New York
+$37.4M
2
F
F3Logic
Minnesota
+$3.8M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.21M
4
LTFS
Ladenburg Thalmann Financial Services
Florida
+$1.79M
5
Jane Street
Jane Street
New York
+$979K

Top Sellers

Rank Fund Capital Flow
1
Citigroup
Citigroup
New York
-$6.02M
2
AG
Advisor Group
Arizona
-$97K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of New York Mellon
1
Bank of New York Mellon
New York
$37.2M +$37.4M +1,775,272 New
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$10.2M – – –
F
3
F3Logic
Minnesota
$5.04M +$3.8M +180,167 +302%
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$2.28M +$1.79M +84,928 +361%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.2M +$2.21M +104,835 New
Jane Street
6
Jane Street
New York
$1.41M +$979K +46,446 +226%
Citigroup
7
Citigroup
New York
$398K -$6.02M -285,624 -94%
CAAS
8
Capital Asset Advisory Services
Michigan
$127K +$127K +6,006 New
KPW
9
Kore Private Wealth
New York
$94K +$94.5K +4,479 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$36K +$35.9K +1,700 New
AG
11
Advisor Group
Arizona
$6K -$97K -4,600 -94%
UBS Group
12
UBS Group
Switzerland
$1K +$590 +28 New

HTAB Hedge Fund Activity: Q4 2019 in Review

12 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Hartford Schroders Tax-Aware Bond ETF (HTAB) for Q4 2019, worth a combined $59.1M — up 211% from $19M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new HTAB positions and 0 closed out — a net gain of 6 holders — while 3 added to existing stakes and 2 trimmed.

The largest buyer was Bank of New York Mellon, opening a new position worth an estimated $37.4M. The largest seller was Citigroup, cutting an estimated $6.02M.

  • 12 institutional investors held Hartford Schroders Tax-Aware Bond ETF (HTAB) as of Q4 2019, up from 6 in Q3 2019.
  • Funds reported $59.1M of Hartford Schroders Tax-Aware Bond ETF stock for Q4 2019, up 211% quarter-over-quarter.
  • 6 funds opened new Hartford Schroders Tax-Aware Bond ETF positions in Q4 2019 and 0 closed out, a net change of +6 holders.
  • The largest Hartford Schroders Tax-Aware Bond ETF buyer in Q4 2019 was Bank of New York Mellon, an estimated $37.4M added.
  • The largest Hartford Schroders Tax-Aware Bond ETF seller in Q4 2019 was Citigroup, an estimated $6.02M sold.

Based on aggregated 13F filings for Q4 2019.