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Hartford Schroders Tax-Aware Bond ETF

11 hedge funds and large institutions have $51.5M invested in Hartford Schroders Tax-Aware Bond ETF in 2020 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

0.75% less ownership

Funds ownership: 86.59%85.84% (-0.75%)

8% less funds holding

Funds holding: 1211 (-1)

13% less capital invested

Capital invested by funds: $59.1M → $51.5M (-$7.58M)

83% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 6

Holders
11
Holders Change
-1
Holders Change %
-8.33%
% of All Funds
0.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
1
Reduced
6
Closed
1
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$36.2K

HTAB Hedge Fund Activity: Q1 2020 in Review

11 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in Hartford Schroders Tax-Aware Bond ETF (HTAB) for Q1 2020, worth a combined $51.5M — down 13% from $59.1M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new HTAB positions and 1 closed out — a net gain of 1 holder — while 1 added to existing stakes and 6 trimmed.

The largest buyer was UBS Group, adding an estimated $36.2K. The largest seller was Bank of New York Mellon, cutting an estimated $7.25M.

  • 11 institutional investors held Hartford Schroders Tax-Aware Bond ETF (HTAB) as of Q1 2020, down from 12 in Q4 2019.
  • Funds reported $51.5M of Hartford Schroders Tax-Aware Bond ETF stock for Q1 2020, down 13% quarter-over-quarter.
  • 2 funds opened new Hartford Schroders Tax-Aware Bond ETF positions in Q1 2020 and 1 closed out, a net change of +1 holder.
  • The largest Hartford Schroders Tax-Aware Bond ETF buyer in Q1 2020 was UBS Group, an estimated $36.2K added.
  • The largest Hartford Schroders Tax-Aware Bond ETF seller in Q1 2020 was Bank of New York Mellon, an estimated $7.25M sold.

Based on aggregated 13F filings for Q1 2020.