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Hartford Schroders Tax-Aware Bond ETF
HTAB

Overview Fund Activity

28 hedge funds and large institutions have $61.2M invested in Hartford Schroders Tax-Aware Bond ETF in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 1 closing their positions.

Holders
28
Holders Change
+10
Holders Change %
+55.56%
% of All Funds
0.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
11
Reduced
5
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$5.25M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$3.72M
3
IWN
3
Independent Wealth Network
Iowa
$1.22M
4
LPL Financial
4
LPL Financial
California
$1.47M
5
CAN
5
Cetera Advisor Networks
California
$3.37M

Top Sellers

1
Jane Street
1
Jane Street
New York
$1.04M
2
FTUS
2
Flow Traders U.S.
New York
$0
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$34.5M
4
Citadel Advisors
4
Citadel Advisors
Florida
$311K
5
CAAS
5
Capital Asset Advisory Services
Michigan
$1.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of New York Mellon
1
Bank of New York Mellon
New York
$34.5M 1,759,283 -10,295 -0.6%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$5.25M 267,840 +222,135 +486%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$3.72M 189,478 +189,478 New
CAN
4
Cetera Advisor Networks
California
$3.37M 171,874 +42,395 +33%
WWM
5
Wagner Wealth Management
South Carolina
$2.22M 113,397 +3,785 +3%
Osaic Holdings
6
Osaic Holdings
Arizona
$1.6M 81,369 +4,718 +6%
CAAS
7
Capital Asset Advisory Services
Michigan
$1.6M 81,382 -5,623 -6%
LPL Financial
8
LPL Financial
California
$1.47M 74,839 +61,980 +482%
IWN
9
Independent Wealth Network
Iowa
$1.22M 62,167 +62,167 New
Jane Street
10
Jane Street
New York
$1.04M 53,159 -105,217 -66%
CFGS
11
Concourse Financial Group Securities
Alabama
$797K 40,527 +947 +2%
Truist Financial
12
Truist Financial
North Carolina
$638K 32,544 +32,544 New
RJT
13
Raymond James Trust
Florida
$595K 30,361 +17,118 +129%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$594K 30,272 +4,936 +19%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$507K 25,849 +25,849 New
FAIM
16
Financial Advocates Investment Management
Washington
$495K 25,225 +25,225 New
AWS
17
Atria Wealth Solutions
New York
$425K 21,595 +21,595 New
Citadel Advisors
18
Citadel Advisors
Florida
$311K 15,881 -10,089 -39%
HI
19
Harbour Investments
Wisconsin
$265K 13,522 +6,137 +83%
PFG
20
Prosperity Financial Group
California
$233K 11,856 +11,856 New
GRP
21
Global Retirement Partners
California
$113K 5,744 +5,744 New
PTC
22
Private Trust Company
Ohio
$102K 5,220 +5,220 New
WIM
23
Westside Investment Management
California
$39.2K 2,000 – –
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$38K 1,941 +57 +3%
TLA
25
Tanglewood Legacy Advisors
Texas
$25K 1,275 +1,275 New
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