Hartford Schroders Tax-Aware Bond ETF
HTAB
15 hedge funds and large institutions have $88.6M invested in Hartford Schroders Tax-Aware Bond ETF in 2021 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
15% more funds holding
Funds holding: 13 → 15 (+2)
8.34% less ownership
Funds ownership: 96.71% → 88.37% (-8.3%)
12% less capital invested
Capital invested by funds: $101M → $88.6M (-$11.9M)
40% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$2.94M |
| 2 |
Jane Street
New York
|
+$2.32M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$658K |
| 4 |
WIM
Westside Investment Management
Santa Monica,
California
|
+$651K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$608K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$12.5M |
| 2 |
Bank of New York Mellon
New York
|
-$3.97M |
| 3 |
CAN
Claraphi Advisory Network
Aliso Viejo,
United States
|
-$515K |
| 4 |
AWAP
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
|
-$203K |
| 5 |
RCAG
Rehmann Capital Advisory Group
Lansing,
Michigan
|
-$98.5K |
HTAB Hedge Fund Activity: Q4 2021 in Review
15 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Hartford Schroders Tax-Aware Bond ETF (HTAB) for Q4 2021, worth a combined $88.6M — down 12% from $101M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new HTAB positions and 3 closed out — a net gain of 2 holders — while 3 added to existing stakes and 5 trimmed.
The largest buyer was LPL Financial, opening a new position worth an estimated $2.94M. The largest seller was Osaic Holdings, cutting an estimated $12.5M.
- 15 institutional investors held Hartford Schroders Tax-Aware Bond ETF (HTAB) as of Q4 2021, up from 13 in Q3 2021.
- Funds reported $88.6M of Hartford Schroders Tax-Aware Bond ETF stock for Q4 2021, down 12% quarter-over-quarter.
- 5 funds opened new Hartford Schroders Tax-Aware Bond ETF positions in Q4 2021 and 3 closed out, a net change of +2 holders.
- The largest Hartford Schroders Tax-Aware Bond ETF buyer in Q4 2021 was LPL Financial, an estimated $2.94M added.
- The largest Hartford Schroders Tax-Aware Bond ETF seller in Q4 2021 was Osaic Holdings, an estimated $12.5M sold.
Based on aggregated 13F filings for Q4 2021.