Hartford Schroders Tax-Aware Bond ETF
HTAB
14 hedge funds and large institutions have $102M invested in Hartford Schroders Tax-Aware Bond ETF in 2021 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 2 closing their positions.
9.16% more ownership
Funds ownership: 89.87% → 99.03% (+9.2%)
7% less funds holding
Funds holding: 15 → 14 (-1)
17% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 6
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
88% less capital inflows, than outflows
Capital inflows: $3.69M | Capital outflows: $30.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.86M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$1.35M |
| 3 |
LWAC
Laurel Wealth Advisors (California)
Solana Beach,
California
|
+$269K |
| 4 |
AWAP
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
|
+$203K |
| 5 |
CAAS
Capital Asset Advisory Services
Williamston,
Michigan
|
+$2.08K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$15.8M |
| 2 |
Jane Street
New York
|
-$10.4M |
| 3 |
Bank of New York Mellon
New York
|
-$3.52M |
| 4 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
-$265K |
| 5 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$154K |
HTAB Hedge Fund Activity: Q2 2021 in Review
14 of the 5,769 institutional investors tracked by Wall St. Rank reported a position in Hartford Schroders Tax-Aware Bond ETF (HTAB) for Q2 2021, worth a combined $102M — down 20% from $127M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of HTAB and 1 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 5 added.
The largest buyer was Osaic Holdings, adding an estimated $1.86M. The largest seller was Envestnet Asset Management, cutting an estimated $15.8M.
- 14 institutional investors held Hartford Schroders Tax-Aware Bond ETF (HTAB) as of Q2 2021, down from 15 in Q1 2021.
- Funds reported $102M of Hartford Schroders Tax-Aware Bond ETF stock for Q2 2021, down 20% quarter-over-quarter.
- 1 fund opened new Hartford Schroders Tax-Aware Bond ETF positions in Q2 2021 and 2 closed out, a net change of -1 holder.
- The largest Hartford Schroders Tax-Aware Bond ETF buyer in Q2 2021 was Osaic Holdings, an estimated $1.86M added.
- The largest Hartford Schroders Tax-Aware Bond ETF seller in Q2 2021 was Envestnet Asset Management, an estimated $15.8M sold.
Based on aggregated 13F filings for Q2 2021.