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Hartford Schroders Tax-Aware Bond ETF

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.

New
Increased
Maintained
Reduced
Closed

1,000% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 1

350% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 4

61% more capital invested

Capital invested by funds: $61.2M → $98.5M (+$37.3M)

36% more funds holding

Funds holding: 2838 (+10)

8.74% more ownership

Funds ownership: 69.18%77.92% (+8.7%)

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
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
1
Bank of New York Mellon
New York
$24.8M -$9.48M -485,649 -28%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$15.3M +$10.1M +517,504 +193%
AWA
3
Amplius Wealth Advisors
Pennsylvania
$9.3M +$9.34M +478,405 New
Jane Street
4
Jane Street
New York
$6.34M +$5.33M +273,207 +514%
Osaic Holdings
5
Osaic Holdings
Arizona
$6.09M +$4.52M +231,722 +285%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$4.16M +$482K +24,714 +13%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$4.07M +$3.59M +183,692 +711%
Truist Financial
8
Truist Financial
North Carolina
$4.05M +$3.43M +175,629 +540%
CAN
9
Cetera Advisor Networks
California
$3.88M +$542K +27,745 +16%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$2.79M +$2.21M +113,392 +375%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$2.61M +$728K +37,298 +38%
YWS
12
Yarger Wealth Strategies
Ohio
$1.78M +$1.79M +91,619 New
CAAS
13
Capital Asset Advisory Services
Michigan
$1.67M +$88.4K +4,528 +6%
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$1.58M +$1.58M +80,753 New
FAIM
15
Financial Advocates Investment Management
Washington
$1.42M +$936K +47,965 +190%
IWN
16
Independent Wealth Network
Iowa
$1.31M +$105K +5,366 +9%
LPL Financial
17
LPL Financial
California
$897K -$560K -28,672 -38%
FTUS
18
Flow Traders U.S.
New York
$826K +$830K +42,509 New
CFGS
19
Concourse Financial Group Securities
Alabama
$790K +$20 +1 +0%
RJT
20
Raymond James Trust
Florida
$590K
AWS
21
Atria Wealth Solutions
New York
$510K +$88.6K +4,542 +21%
LS
22
Leelyn Smith
Illinois
$475K +$477K +24,440 New
HI
23
Harbour Investments
Wisconsin
$422K +$159K +8,163 +60%
PWM
24
PRW Wealth Management
Massachusetts
$408K +$409K +20,950 New
Citadel Advisors
25
Citadel Advisors
Florida
$376K +$67.5K +3,456 +22%