Hartford Schroders Tax-Aware Bond ETF
HTAB
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.
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
56% more capital invested
Capital invested by funds: $63.1M → $98.5M (+$35.4M)
36% more funds holding
Funds holding: 28 → 38 (+10)
8.74% more ownership
Funds ownership: 69.18% → 77.92% (+8.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$10.1M |
| 2 |
AWA
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
+$9.34M |
| 3 |
Jane Street
New York
|
+$5.33M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$4.52M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$9.48M |
| 2 |
WWMSC
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
-$2.11M |
| 3 |
LPL Financial
San Diego,
California
|
-$560K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$2.49K |
| 5 |
PFG
Prosperity Financial Group
San Ramon,
California
|
-$2.26K |
HTAB Hedge Fund Activity: Q2 2023 in Review
38 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Hartford Schroders Tax-Aware Bond ETF (HTAB) for Q2 2023, worth a combined $98.5M — up 56% from $63.1M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new HTAB positions and 1 closed out — a net gain of 10 holders — while 18 added to existing stakes and 4 trimmed.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $10.1M. The largest seller was Bank of New York Mellon, cutting an estimated $9.48M.
- 38 institutional investors held Hartford Schroders Tax-Aware Bond ETF (HTAB) as of Q2 2023, up from 28 in Q1 2023.
- Funds reported $98.5M of Hartford Schroders Tax-Aware Bond ETF stock for Q2 2023, up 56% quarter-over-quarter.
- 11 funds opened new Hartford Schroders Tax-Aware Bond ETF positions in Q2 2023 and 1 closed out, a net change of +10 holders.
- The largest Hartford Schroders Tax-Aware Bond ETF buyer in Q2 2023 was Raymond James Financial Services Advisors, an estimated $10.1M added.
- The largest Hartford Schroders Tax-Aware Bond ETF seller in Q2 2023 was Bank of New York Mellon, an estimated $9.48M sold.
Based on aggregated 13F filings for Q2 2023.