Hartford Schroders Tax-Aware Bond ETF
HTAB
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, 11 reducing their positions, and 2 closing their positions.
600% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 2
127% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 11
28% more funds holding
Funds holding: 43 → 55 (+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: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
+$5.05M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$4.65M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$4.56M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$4.35M |
| 5 |
Jane Street
New York
|
+$4.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.49M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$1.4M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$669K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$133K |
| 5 |
CAAS
Capital Asset Advisory Services
Williamston,
Michigan
|
-$74.4K |
HTAB Hedge Fund Activity: Q1 2024 in Review
55 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Hartford Schroders Tax-Aware Bond ETF (HTAB) for Q1 2024, worth a combined $183M — up 24% from $147M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new HTAB positions and 2 closed out — a net gain of 12 holders — while 25 added to existing stakes and 11 trimmed.
The largest buyer was Amplius Wealth Advisors, adding an estimated $5.05M. The largest seller was Osaic Holdings, cutting an estimated $1.49M.
- 55 institutional investors held Hartford Schroders Tax-Aware Bond ETF (HTAB) as of Q1 2024, up from 43 in Q4 2023.
- Funds reported $183M of Hartford Schroders Tax-Aware Bond ETF stock for Q1 2024, up 24% quarter-over-quarter.
- 14 funds opened new Hartford Schroders Tax-Aware Bond ETF positions in Q1 2024 and 2 closed out, a net change of +12 holders.
- The largest Hartford Schroders Tax-Aware Bond ETF buyer in Q1 2024 was Amplius Wealth Advisors, an estimated $5.05M added.
- The largest Hartford Schroders Tax-Aware Bond ETF seller in Q1 2024 was Osaic Holdings, an estimated $1.49M sold.
Based on aggregated 13F filings for Q1 2024.