Hartford Schroders Tax-Aware Bond ETF
HTAB
18 hedge funds and large institutions have $48.7M invested in Hartford Schroders Tax-Aware Bond ETF in 2022 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 4 increasing their positions, 7 reducing their positions, and 0 closing their positions.
64% more funds holding
Funds holding: 11 → 18 (+7)
5% more capital invested
Capital invested by funds: $46.5M → $48.7M (+$2.21M)
1.46% less ownership
Funds ownership: 69.66% → 68.2% (-1.5%)
43% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$2.05M |
| 2 |
CAAS
Capital Asset Advisory Services
Williamston,
Michigan
|
+$1.63M |
| 3 |
CFGS
Concourse Financial Group Securities
Birmingham,
Alabama
|
+$742K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$654K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$542K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$4.49M |
| 2 |
WWMSC
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
-$978K |
| 3 |
Bank of New York Mellon
New York
|
-$972K |
| 4 |
WIM
Westside Investment Management
Santa Monica,
California
|
-$118K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$79.8K |
HTAB Hedge Fund Activity: Q4 2022 in Review
18 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Hartford Schroders Tax-Aware Bond ETF (HTAB) for Q4 2022, worth a combined $48.7M — up 4.7% from $46.5M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new HTAB positions and 0 closed out — a net gain of 7 holders — while 4 added to existing stakes and 7 trimmed.
The largest buyer was Jane Street, adding an estimated $2.05M. The largest seller was Osaic Holdings, cutting an estimated $4.49M.
- 18 institutional investors held Hartford Schroders Tax-Aware Bond ETF (HTAB) as of Q4 2022, up from 11 in Q3 2022.
- Funds reported $48.7M of Hartford Schroders Tax-Aware Bond ETF stock for Q4 2022, up 4.7% quarter-over-quarter.
- 7 funds opened new Hartford Schroders Tax-Aware Bond ETF positions in Q4 2022 and 0 closed out, a net change of +7 holders.
- The largest Hartford Schroders Tax-Aware Bond ETF buyer in Q4 2022 was Jane Street, an estimated $2.05M added.
- The largest Hartford Schroders Tax-Aware Bond ETF seller in Q4 2022 was Osaic Holdings, an estimated $4.49M sold.
Based on aggregated 13F filings for Q4 2022.