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Hartford Schroders Tax-Aware Bond ETF

55 hedge funds and large institutions have $183M invested in Hartford Schroders Tax-Aware Bond ETF in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 2

108% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 12

28% more funds holding

Funds holding: 4355 (+12)

24% more capital invested

Capital invested by funds: $147M → $183M (+$36M)

2.13% more ownership

Funds ownership: 70.87%72.99% (+2.1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
55
Holders Change
+12
Holders Change %
+27.91%
% of All Funds
0.79%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
14
Increased
25
Reduced
12
Closed
2
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
$22.9M
AWA
2
Amplius Wealth Advisors
Pennsylvania
$18.5M +$5.05M +258,160 +38%
RJA
3
Raymond James & Associates
Florida
$17.7M +$1.75M +89,709 +11%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$16.5M +$4.35M +222,736 +36%
Bank of America
5
Bank of America
North Carolina
$13.8M +$2.82M +144,537 +26%
EFL
6
ERn Financial LLC
Wisconsin
$7.69M +$361K +18,483 +5%
MSFS
7
Main Street Financial Solutions
Pennsylvania
$7.33M +$892K +45,658 +14%
YWS
8
Yarger Wealth Strategies
Ohio
$6.71M +$1.07M +54,768 +19%
Osaic Holdings
9
Osaic Holdings
Arizona
$5.96M -$1.49M -76,123 -20%
LPL Financial
10
LPL Financial
California
$5.21M +$1.73M +88,565 +50%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$4.66M +$4.65M +237,814 New
Citadel Advisors
12
Citadel Advisors
Florida
$4.56M +$4.56M +233,141 New
CAN
13
Cetera Advisor Networks
California
$4.44M -$29.7K -1,521 -0.7%
Jane Street
14
Jane Street
New York
$4.14M +$4.14M +211,680 New
Truist Financial
15
Truist Financial
North Carolina
$3.63M +$109K +5,580 +3%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$3.52M +$67.6K +3,460 +2%
PFGIA
17
Patriot Financial Group Insurance Agency
Massachusetts
$3.16M +$3.15M +161,422 New
WAP
18
Wealthcare Advisory Partners
Pennsylvania
$2.94M +$253K +12,922 +9%
EW
19
Element Wealth
Mississippi
$2.91M -$5.14K -263 -0.2%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$2.73M -$669K -34,242 -20%
AWM
21
Axxcess Wealth Management
California
$2.64M -$71.1K -3,640 -3%
CAAS
22
Capital Asset Advisory Services
Michigan
$2.59M -$74.4K -3,809 -3%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$2.58M -$33.3K -1,704 -1%
IWP
24
IAG Wealth Partners
Wisconsin
$2.39M +$2.39M +122,215 New
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$1.74M -$133K -6,802 -7%