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Hartford Schroders Tax-Aware Bond ETF
HTAB

Overview Fund Activity

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.

Holders
15
Holders Change
–
Holders Change %
0%
% 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
6
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$15.9M
2
Jane Street
2
Jane Street
New York
$11.2M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$73.2M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$24.4M
5
LWAC
5
Laurel Wealth Advisors (California)
California
$293K

Top Sellers

1
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$0
2
F
2
F3Logic
Minnesota
$0
3
RCAG
3
Rehmann Capital Advisory Group
Michigan
$852K
4
Citadel Advisors
4
Citadel Advisors
Florida
$222K
5
CAAS
5
Capital Asset Advisory Services
Michigan
$181K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of New York Mellon
1
Bank of New York Mellon
New York
$73.2M 3,392,572 +285,900 +9%
Osaic Holdings
2
Osaic Holdings
Arizona
$24.4M 1,129,165 +145,173 +15%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$15.9M 737,671 +720,396 +4,170%
Jane Street
4
Jane Street
New York
$11.2M 521,035 +489,061 +1,530%
RCAG
5
Rehmann Capital Advisory Group
Michigan
$852K 33,917 -69,085 -67%
LWAC
6
Laurel Wealth Advisors (California)
California
$293K 13,598 +13,598 New
IWM
7
IHT Wealth Management
Illinois
$265K 12,269 +69 +0.6%
WIM
8
Westside Investment Management
California
$260K 49,500 +46,500 +1,550%
WWM
9
Wagner Wealth Management
South Carolina
$248K 11,500 +11,500 New
Citadel Advisors
10
Citadel Advisors
Florida
$222K 10,311 -10,097 -49%
CAAS
11
Capital Asset Advisory Services
Michigan
$181K 8,371 -1,542 -16%
GWM
12
Geneos Wealth Management
Colorado
$154K 7,119 +7,119 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$48K 2,211 -80 -3%
Citigroup
14
Citigroup
New York
$39K 1,797 -742 -29%
PCA
15
Providence Capital Advisors
North Carolina
$13K 582 – –
Schroder Investment Management Group
16
Schroder Investment Management Group
United Kingdom
– – -487,500 Closed
F
17
F3Logic
Minnesota
– – -105,927 Closed
UBS Group
18
UBS Group
Switzerland
– – -671 Closed
CFGS
19
Concourse Financial Group Securities
Alabama
– – – –