Hartford Schroders Tax-Aware Bond ETF
HTAB
15 hedge funds and large institutions have $127M invested in Hartford Schroders Tax-Aware Bond ETF in 2021 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 3 closing their positions.
20% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 5
20% more capital invested
Capital invested by funds: $106M → $127M (+$21M)
0.19% more ownership
Funds ownership: 89.69% → 89.87% (+0.19%)
0% more funds holding
Funds holding: 15 → 15 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$15.6M |
| 2 |
Jane Street
New York
|
+$10.6M |
| 3 |
Bank of New York Mellon
New York
|
+$6.21M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$3.15M |
| 5 |
WIM
Westside Investment Management
Santa Monica,
California
|
+$1.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
-$10.6M |
| 2 |
F
F3Logic
Burnsville,
Minnesota
|
-$2.3M |
| 3 |
RCAG
Rehmann Capital Advisory Group
Lansing,
Michigan
|
-$1.5M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$219K |
| 5 |
CAAS
Capital Asset Advisory Services
Williamston,
Michigan
|
-$33.5K |
HTAB Hedge Fund Activity: Q1 2021 in Review
15 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Hartford Schroders Tax-Aware Bond ETF (HTAB) for Q1 2021, worth a combined $127M — up 20% from $106M a quarter earlier.
Fund positioning in HTAB was balanced in Q1 2021: 3 funds opened new positions, 3 closed out, 6 added to existing stakes and 5 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $15.6M. The largest seller was Schroder Investment Management Group, exiting entirely with an estimated $10.6M sold.
- 15 institutional investors held Hartford Schroders Tax-Aware Bond ETF (HTAB) as of Q1 2021, unchanged from Q4 2020.
- Funds reported $127M of Hartford Schroders Tax-Aware Bond ETF stock for Q1 2021, up 20% quarter-over-quarter.
- 3 funds opened new Hartford Schroders Tax-Aware Bond ETF positions in Q1 2021 and 3 closed out, a net change of 0 holders.
- The largest Hartford Schroders Tax-Aware Bond ETF buyer in Q1 2021 was Envestnet Asset Management, an estimated $15.6M added.
- The largest Hartford Schroders Tax-Aware Bond ETF seller in Q1 2021 was Schroder Investment Management Group, an estimated $10.6M sold.
Based on aggregated 13F filings for Q1 2021.