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Hartford Schroders Tax-Aware Bond ETF

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.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 8

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

6% more capital invested

Capital invested by funds: $98.5M → $104M (+$5.96M)

3% more funds holding

Funds holding: 3839 (+1)

7.37% less ownership

Funds ownership: 77.92%70.55% (-7.4%)

Holders
39
Holders Change
+1
Holders Change %
+2.63%
% of All Funds
0.62%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
20
Reduced
8
Closed
6
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
$23.3M +$19 +1 +0%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$16.7M +$2.5M +131,404 +17%
AWA
3
Amplius Wealth Advisors
Pennsylvania
$11.8M +$3.18M +166,777 +35%
Osaic Holdings
4
Osaic Holdings
Arizona
$6.12M +$415K +21,763 +7%
MSFS
5
Main Street Financial Solutions
Pennsylvania
$5.97M +$6.23M +326,741 New
YWS
6
Yarger Wealth Strategies
Ohio
$5.18M +$3.66M +191,920 +209%
Truist Financial
7
Truist Financial
North Carolina
$4.03M +$234K +12,254 +6%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$3.96M +$136K +7,142 +3%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$3.07M -$880K -46,175 -22%
CAN
10
Cetera Advisor Networks
California
$3.06M -$613K -32,159 -16%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$2.94M +$335K +17,552 +12%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$2.8M +$363K +19,032 +14%
CAAS
13
Capital Asset Advisory Services
Michigan
$2.42M +$872K +45,738 +53%
LPL Financial
14
LPL Financial
California
$2.16M +$1.38M +72,250 +156%
AWM
15
Axxcess Wealth Management
California
$1.67M +$1.74M +91,256 New
FAIM
16
Financial Advocates Investment Management
Washington
$1.34M -$972 -51 -0.1%
IWN
17
Independent Wealth Network
Iowa
$1.29M +$60.8K +3,192 +5%
RJA
18
Raymond James & Associates
Florida
$876K +$914K +47,957 New
CFGS
19
Concourse Financial Group Securities
Alabama
$701K -$43.3K -2,270 -6%
LS
20
Leelyn Smith
Illinois
$657K +$219K +11,510 +47%
AWS
21
Atria Wealth Solutions
New York
$490K +$11.5K +602 +2%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$485K +$301K +15,772 +147%
RJT
23
Raymond James Trust
Florida
$468K -$90.7K -4,759 -16%
HI
24
Harbour Investments
Wisconsin
$404K +$7.89K +414 +2%
Stifel Financial
25
Stifel Financial
Missouri
$400K +$165K +8,653 +65%