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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.

New
Increased
Maintained
Reduced
Closed

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

20% less capital invested

Capital invested by funds: $127M → $102M (-$25.7M)

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

Holders
14
Holders Change
-1
Holders Change %
-6.67%
% of All Funds
0.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
5
Reduced
6
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
+$1.86M
2
Citadel Advisors
Citadel Advisors
Florida
+$1.35M
3
LWAC
Laurel Wealth Advisors (California)
California
+$269K
4
AWAP
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
+$203K
5
CAAS
Capital Asset Advisory Services
Michigan
+$2.08K

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$15.8M
2
Jane Street
Jane Street
New York
-$10.4M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$3.52M
4
IWM
IHT Wealth Management
Illinois
-$265K
5
GWM
Geneos Wealth Management
Colorado
-$154K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of New York Mellon
1
Bank of New York Mellon
New York
$70.3M -$3.52M -162,304 -5%
Osaic Holdings
2
Osaic Holdings
Arizona
$26.4M +$1.86M +85,840 +8%
Citadel Advisors
3
Citadel Advisors
Florida
$1.58M +$1.35M +62,284 +604%
Jane Street
4
Jane Street
New York
$943K -$10.4M -477,699 -92%
RCAG
5
Rehmann Capital Advisory Group
Michigan
$594K -$149K -6,878 -20%
LWAC
6
Laurel Wealth Advisors (California)
California
$566K +$269K +12,402 +91%
WIM
7
Westside Investment Management
California
$262K -$56.4K -2,600 -5%
WWMSC
8
Wagner Wealth Management (South Carolina)
South Carolina
$250K – – –
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$212K -$15.8M -727,940 -99%
AWAP
10
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$204K +$203K +9,377 New
CAAS
11
Capital Asset Advisory Services
Michigan
$184K +$2.08K +96 +1%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$50K +$1.91K +88 +4%
Citigroup
13
Citigroup
New York
$17K -$21.6K -997 -55%
PCA
14
Providence Capital Advisors
North Carolina
$13K – – –
IWM
15
IHT Wealth Management
Illinois
– -$265K -12,269 Closed
GWM
16
Geneos Wealth Management
Colorado
– -$154K -7,119 Closed