Hartford Schroders Tax-Aware Bond ETF
HTAB
39 hedge funds and large institutions have $104M invested in Hartford Schroders Tax-Aware Bond ETF in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 8 reducing their positions, and 6 closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 8
108% more capital inflows, than outflows
Capital inflows: $23.5M | Capital outflows: $11.3M
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
3% more funds holding
Funds holding: 38 → 39 (+1)
7.37% less ownership
Funds ownership: 77.92% → 70.55% (-7.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MSFS
Main Street Financial Solutions
Newtown,
Pennsylvania
|
+$6.23M |
| 2 |
YWS
Yarger Wealth Strategies
Westerville,
Ohio
|
+$3.66M |
| 3 |
AWA
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
+$3.18M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.5M |
| 5 |
AWM
Axxcess Wealth Management
Carlsbad,
California
|
+$1.74M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$6.34M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$1.58M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$880K |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$826K |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$613K |
HTAB Hedge Fund Activity: Q3 2023 in Review
39 of the 6,314 institutional investors tracked by Wall St. Rank reported a position in Hartford Schroders Tax-Aware Bond ETF (HTAB) for Q3 2023, worth a combined $104M — up 6.1% from $98.5M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new HTAB positions and 6 closed out — a net gain of 1 holder — while 20 added to existing stakes and 8 trimmed.
The largest buyer was Main Street Financial Solutions, opening a new position worth an estimated $6.23M. The largest seller was Jane Street, exiting entirely with an estimated $6.34M sold.
- 39 institutional investors held Hartford Schroders Tax-Aware Bond ETF (HTAB) as of Q3 2023, up from 38 in Q2 2023.
- Funds reported $104M of Hartford Schroders Tax-Aware Bond ETF stock for Q3 2023, up 6.1% quarter-over-quarter.
- 7 funds opened new Hartford Schroders Tax-Aware Bond ETF positions in Q3 2023 and 6 closed out, a net change of +1 holder.
- The largest Hartford Schroders Tax-Aware Bond ETF buyer in Q3 2023 was Main Street Financial Solutions, an estimated $6.23M added.
- The largest Hartford Schroders Tax-Aware Bond ETF seller in Q3 2023 was Jane Street, an estimated $6.34M sold.
Based on aggregated 13F filings for Q3 2023.