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Hartford Schroders Tax-Aware Bond ETF
HTAB

Overview Fund Activity

38 hedge funds and large institutions have $98.5M invested in Hartford Schroders Tax-Aware Bond ETF in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 4 reducing their positions, and 1 closing their positions.

Holders
38
Holders Change
+10
Holders Change %
+35.71%
% of All Funds
0.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
18
Reduced
4
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$15.3M
2
AWA
2
Amplius Wealth Advisors
Pennsylvania
$9.3M
3
Jane Street
3
Jane Street
New York
$6.34M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$6.09M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$4.07M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$24.8M
2
WWM
2
Wagner Wealth Management
South Carolina
$104K
3
LPL Financial
3
LPL Financial
California
$897K
4
UBS Group
4
UBS Group
Switzerland
$0
5
PFG
5
Prosperity Financial Group
California
$228K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of New York Mellon
1
Bank of New York Mellon
New York
$24.8M 1,273,634 -485,649 -28%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$15.3M 785,344 +517,504 +193%
AWA
3
Amplius Wealth Advisors
Pennsylvania
$9.3M 478,405 +478,405 New
Jane Street
4
Jane Street
New York
$6.34M 326,366 +273,207 +514%
Osaic Holdings
5
Osaic Holdings
Arizona
$6.09M 313,091 +231,722 +285%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$4.16M 214,192 +24,714 +13%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$4.07M 209,541 +183,692 +711%
Truist Financial
8
Truist Financial
North Carolina
$4.05M 208,173 +175,629 +540%
CAN
9
Cetera Advisor Networks
California
$3.88M 199,619 +27,745 +16%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$2.79M 143,664 +113,392 +375%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$2.61M 134,231 +37,298 +38%
YWS
12
Yarger Wealth Strategies
Ohio
$1.78M 91,619 +91,619 New
CAAS
13
Capital Asset Advisory Services
Michigan
$1.67M 85,910 +4,528 +6%
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$1.58M 80,753 +80,753 New
FAIM
15
Financial Advocates Investment Management
Washington
$1.42M 73,190 +47,965 +190%
IWN
16
Independent Wealth Network
Iowa
$1.31M 67,533 +5,366 +9%
LPL Financial
17
LPL Financial
California
$897K 46,167 -28,672 -38%
FTUS
18
Flow Traders U.S.
New York
$826K 42,509 +42,509 New
CFGS
19
Concourse Financial Group Securities
Alabama
$790K 40,528 +1 +0%
RJT
20
Raymond James Trust
Florida
$590K 30,361 – –
AWS
21
Atria Wealth Solutions
New York
$510K 26,137 +4,542 +21%
LS
22
Leelyn Smith
Illinois
$475K 24,440 +24,440 New
HI
23
Harbour Investments
Wisconsin
$422K 21,685 +8,163 +60%
PWM
24
PRW Wealth Management
Massachusetts
$408K 20,950 +20,950 New
Citadel Advisors
25
Citadel Advisors
Florida
$376K 19,337 +3,456 +22%
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