Hartford Schroders Tax-Aware Bond ETF
HTAB
13 hedge funds and large institutions have $101M invested in Hartford Schroders Tax-Aware Bond ETF in 2021 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 5 reducing their positions, and 2 closing their positions.
1% less capital invested
Capital invested by funds: $102M → $101M (-$1.02M)
2.32% less ownership
Funds ownership: 99.03% → 96.71% (-2.3%)
7% less funds holding
Funds holding: 14 → 13 (-1)
20% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 5
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.77M |
| 2 |
CAN
Claraphi Advisory Network
Aliso Viejo,
United States
|
+$518K |
| 3 |
WIM
Westside Investment Management
Santa Monica,
California
|
+$168K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$936 |
| 5 |
Citigroup
New York
|
+$44 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.33M |
| 2 |
Jane Street
New York
|
-$943K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$212K |
| 4 |
LWAC
Laurel Wealth Advisors (California)
Solana Beach,
California
|
-$173K |
| 5 |
CAAS
Capital Asset Advisory Services
Williamston,
Michigan
|
-$59.6K |
HTAB Hedge Fund Activity: Q3 2021 in Review
13 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Hartford Schroders Tax-Aware Bond ETF (HTAB) for Q3 2021, worth a combined $101M — down 1% from $102M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of HTAB and 1 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 4 added.
The largest buyer was Osaic Holdings, adding an estimated $1.77M. The largest seller was Citadel Advisors, cutting an estimated $1.33M.
- 13 institutional investors held Hartford Schroders Tax-Aware Bond ETF (HTAB) as of Q3 2021, down from 14 in Q2 2021.
- Funds reported $101M of Hartford Schroders Tax-Aware Bond ETF stock for Q3 2021, down 1% quarter-over-quarter.
- 1 fund opened new Hartford Schroders Tax-Aware Bond ETF positions in Q3 2021 and 2 closed out, a net change of -1 holder.
- The largest Hartford Schroders Tax-Aware Bond ETF buyer in Q3 2021 was Osaic Holdings, an estimated $1.77M added.
- The largest Hartford Schroders Tax-Aware Bond ETF seller in Q3 2021 was Citadel Advisors, an estimated $1.33M sold.
Based on aggregated 13F filings for Q3 2021.