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Hartford Schroders Tax-Aware Bond ETF
HTAB

Overview Fund Activity

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.

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
–

Top Buyers

1
MSFS
1
Main Street Financial Solutions
Pennsylvania
$5.97M
2
YWS
2
Yarger Wealth Strategies
Ohio
$5.18M
3
AWA
3
Amplius Wealth Advisors
Pennsylvania
$11.8M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$16.7M
5
AWM
5
Axxcess Wealth Management
California
$1.67M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$0
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$3.07M
4
FTUS
4
Flow Traders U.S.
New York
$0
5
CAN
5
Cetera Advisor Networks
California
$3.06M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of New York Mellon
1
Bank of New York Mellon
New York
$23.3M 1,273,635 +1 +0%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$16.7M 916,748 +131,404 +17%
AWA
3
Amplius Wealth Advisors
Pennsylvania
$11.8M 645,182 +166,777 +35%
Osaic Holdings
4
Osaic Holdings
Arizona
$6.12M 334,854 +21,763 +7%
MSFS
5
Main Street Financial Solutions
Pennsylvania
$5.97M 326,741 +326,741 New
YWS
6
Yarger Wealth Strategies
Ohio
$5.18M 283,539 +191,920 +209%
Truist Financial
7
Truist Financial
North Carolina
$4.03M 220,427 +12,254 +6%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$3.96M 216,683 +7,142 +3%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$3.07M 168,017 -46,175 -22%
CAN
10
Cetera Advisor Networks
California
$3.06M 167,460 -32,159 -16%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$2.95M 161,216 +17,552 +12%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$2.8M 153,263 +19,032 +14%
CAAS
13
Capital Asset Advisory Services
Michigan
$2.42M 131,648 +45,738 +53%
LPL Financial
14
LPL Financial
California
$2.16M 118,417 +72,250 +156%
AWM
15
Axxcess Wealth Management
California
$1.67M 91,256 +91,256 New
FAIM
16
Financial Advocates Investment Management
Washington
$1.34M 73,139 -51 -0.1%
IWN
17
Independent Wealth Network
Iowa
$1.29M 70,725 +3,192 +5%
RJA
18
Raymond James & Associates
Florida
$876K 47,957 +47,957 New
CFGS
19
Concourse Financial Group Securities
Alabama
$701K 38,258 -2,270 -6%
LS
20
Leelyn Smith
Illinois
$657K 35,950 +11,510 +47%
AWS
21
Atria Wealth Solutions
New York
$490K 26,739 +602 +2%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$485K 26,527 +15,772 +147%
RJT
23
Raymond James Trust
Florida
$468K 25,602 -4,759 -16%
HI
24
Harbour Investments
Wisconsin
$404K 22,099 +414 +2%
Stifel Financial
25
Stifel Financial
Missouri
$400K 21,904 +8,653 +65%
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