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Hartford Schroders Tax-Aware Bond ETF
HTAB

13 hedge funds and large institutions have $87.9M invested in Hartford Schroders Tax-Aware Bond ETF in 2020 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

67% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 3

36% more capital invested

Capital invested by funds: $64.5M → $87.9M (+$23.4M)

18% more funds holding

Funds holding: 11 → 13 (+2)

1.53% less ownership

Funds ownership: 86.5% → 84.97% (-1.5%)

Holders
13
Holders Change
+2
Holders Change %
+18.18%
% of All Funds
0.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
5
Reduced
3
Closed
1
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
+$27M
2
RCAG
Rehmann Capital Advisory Group
Michigan
+$2M
3
Osaic Holdings
Osaic Holdings
Arizona
+$429K
4
Jane Street
Jane Street
New York
+$399K
5
CAAS
Capital Asset Advisory Services
Michigan
+$18.4K

Top Sellers

Rank Fund Capital Flow
1
F
F3Logic
Minnesota
-$2.14M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.78M
3
FHC
First Heartland Consultants
Missouri
-$208K
4
UBS Group
UBS Group
Switzerland
-$109
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of New York Mellon
1
Bank of New York Mellon
New York
$57.9M +$27M +1,237,097 +86%
Osaic Holdings
2
Osaic Holdings
Arizona
$16.2M +$429K +19,688 +3%
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$10.6M – – –
RCAG
4
Rehmann Capital Advisory Group
Michigan
$2M +$2M +91,996 New
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$401K -$1.78M -81,798 -82%
Jane Street
6
Jane Street
New York
$398K +$399K +18,310 New
CAAS
7
Capital Asset Advisory Services
Michigan
$208K +$18.4K +845 +10%
Citigroup
8
Citigroup
New York
$55K +$109 +5 +0.2%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$48K +$2.68K +123 +6%
UBS Group
10
UBS Group
Switzerland
$13K -$109 -5 -0.8%
PCA
11
Providence Capital Advisors
North Carolina
$13K +$12.7K +582 New
F
12
F3Logic
Minnesota
$2.4K -$2.14M -98,074 -47%
WIM
13
Westside Investment Management
California
$65 – – –
FHC
14
First Heartland Consultants
Missouri
– -$208K -9,620 Closed

HTAB Hedge Fund Activity: Q3 2020 in Review

13 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Hartford Schroders Tax-Aware Bond ETF (HTAB) for Q3 2020, worth a combined $87.9M — up 36% from $64.5M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new HTAB positions and 1 closed out — a net gain of 2 holders — while 5 added to existing stakes and 3 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $27M. The largest seller was F3Logic, cutting an estimated $2.14M.

  • 13 institutional investors held Hartford Schroders Tax-Aware Bond ETF (HTAB) as of Q3 2020, up from 11 in Q2 2020.
  • Funds reported $87.9M of Hartford Schroders Tax-Aware Bond ETF stock for Q3 2020, up 36% quarter-over-quarter.
  • 3 funds opened new Hartford Schroders Tax-Aware Bond ETF positions in Q3 2020 and 1 closed out, a net change of +2 holders.
  • The largest Hartford Schroders Tax-Aware Bond ETF buyer in Q3 2020 was Bank of New York Mellon, an estimated $27M added.
  • The largest Hartford Schroders Tax-Aware Bond ETF seller in Q3 2020 was F3Logic, an estimated $2.14M sold.

Based on aggregated 13F filings for Q3 2020.