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Hartford Schroders Tax-Aware Bond ETF
HTAB

Overview Fund Activity

43 hedge funds and large institutions have $147M invested in Hartford Schroders Tax-Aware Bond ETF in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 12 reducing their positions, and 4 closing their positions.

Holders
43
Holders Change
+4
Holders Change %
+10.26%
% of All Funds
0.63%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
9
Increased
20
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$16.1M
2
Bank of America
2
Bank of America
North Carolina
$11.1M
3
EFL
3
ERn Financial LLC
Wisconsin
$7.29M
4
EW
4
Element Wealth
Mississippi
$2.94M
5
WAP
5
Wealthcare Advisory Partners
Pennsylvania
$2.72M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$12.2M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$23.1M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$1.89M
4
Truist Financial
4
Truist Financial
North Carolina
$3.55M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$3.49M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of New York Mellon
1
Bank of New York Mellon
New York
$23.1M 1,169,469 -104,166 -8%
RJA
2
Raymond James & Associates
Florida
$16.1M 816,021 +768,064 +1,602%
AWA
3
Amplius Wealth Advisors
Pennsylvania
$13.6M 688,204 +43,022 +7%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$12.2M 617,924 -298,824 -33%
Bank of America
5
Bank of America
North Carolina
$11.1M 562,219 +557,277 +11,276%
Osaic Holdings
6
Osaic Holdings
Arizona
$7.52M 380,536 +45,682 +14%
EFL
7
ERn Financial LLC
Wisconsin
$7.29M 374,400 +374,400 New
MSFS
8
Main Street Financial Solutions
Pennsylvania
$6.49M 328,550 +1,809 +0.6%
YWS
9
Yarger Wealth Strategies
Ohio
$5.69M 288,012 +4,473 +2%
CAN
10
Cetera Advisor Networks
California
$4.51M 228,426 +60,966 +36%
Truist Financial
11
Truist Financial
North Carolina
$3.55M 179,771 -40,656 -18%
LPL Financial
12
LPL Financial
California
$3.5M 177,324 +58,907 +50%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$3.49M 176,488 -40,195 -19%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$3.43M 173,741 +20,478 +13%
EW
15
Element Wealth
Mississippi
$2.94M 148,905 +148,905 New
CAAS
16
Capital Asset Advisory Services
Michigan
$2.74M 138,486 +6,838 +5%
AWM
17
Axxcess Wealth Management
California
$2.73M 138,290 +47,034 +52%
WAP
18
Wealthcare Advisory Partners
Pennsylvania
$2.72M 137,401 +137,401 New
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$2.63M 133,328 -34,689 -21%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$1.89M 95,557 -65,659 -41%
AWM
21
AE Wealth Management
Kansas
$1.4M 71,914 +71,914 New
IWN
22
Independent Wealth Network
Iowa
$1.36M 68,655 -2,070 -3%
CFGS
23
Concourse Financial Group Securities
Alabama
$763K 38,479 +221 +0.6%
LS
24
Leelyn Smith
Illinois
$748K 37,858 +1,908 +5%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$700K 35,404 +8,877 +33%
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