Hartford Schroders Tax-Aware Bond ETF
HTAB
14 hedge funds and large institutions have $68.5M invested in Hartford Schroders Tax-Aware Bond ETF in 2022 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 7 reducing their positions, and 4 closing their positions.
3.71% less ownership
Funds ownership: 88.37% → 84.66% (-3.7%)
7% less funds holding
Funds holding: 15 → 14 (-1)
23% less capital invested
Capital invested by funds: $88.6M → $68.5M (-$20.2M)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
43% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.81M |
| 2 |
WWMSC
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
+$1.81M |
| 3 |
CAN
Claraphi Advisory Network
Aliso Viejo,
United States
|
+$862K |
| 4 |
JP Morgan Chase
New York
|
+$786K |
| 5 |
FTUS
Flow Traders U.S.
New York
|
+$690K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$6.57M |
| 2 |
Jane Street
New York
|
-$1.69M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$566K |
| 4 |
RCAG
Rehmann Capital Advisory Group
Lansing,
Michigan
|
-$450K |
| 5 |
LWAC
Laurel Wealth Advisors (California)
Solana Beach,
California
|
-$301K |
HTAB Hedge Fund Activity: Q1 2022 in Review
14 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Hartford Schroders Tax-Aware Bond ETF (HTAB) for Q1 2022, worth a combined $68.5M — down 23% from $88.6M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of HTAB and 3 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 4 added.
The largest buyer was Osaic Holdings, adding an estimated $1.81M. The largest seller was Bank of New York Mellon, cutting an estimated $6.57M.
- 14 institutional investors held Hartford Schroders Tax-Aware Bond ETF (HTAB) as of Q1 2022, down from 15 in Q4 2021.
- Funds reported $68.5M of Hartford Schroders Tax-Aware Bond ETF stock for Q1 2022, down 23% quarter-over-quarter.
- 3 funds opened new Hartford Schroders Tax-Aware Bond ETF positions in Q1 2022 and 4 closed out, a net change of -1 holder.
- The largest Hartford Schroders Tax-Aware Bond ETF buyer in Q1 2022 was Osaic Holdings, an estimated $1.81M added.
- The largest Hartford Schroders Tax-Aware Bond ETF seller in Q1 2022 was Bank of New York Mellon, an estimated $6.57M sold.
Based on aggregated 13F filings for Q1 2022.