HTAB icon

Hartford Schroders Tax-Aware Bond ETF
HTAB

Overview Fund Activity

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.

Holders
55
Holders Change
+12
Holders Change %
+27.91%
% of All Funds
0.8%
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
–

Top Buyers

1
AWA
1
Amplius Wealth Advisors
Pennsylvania
$18.5M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$4.66M
3
Citadel Advisors
3
Citadel Advisors
Florida
$4.56M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$16.5M
5
Jane Street
5
Jane Street
New York
$4.14M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$5.96M
2
AWM
2
AE Wealth Management
Kansas
$0
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$2.73M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$1.74M
5
CAAS
5
Capital Asset Advisory Services
Michigan
$2.59M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of New York Mellon
1
Bank of New York Mellon
New York
$22.9M 1,169,469 – –
AWA
2
Amplius Wealth Advisors
Pennsylvania
$18.5M 946,364 +258,160 +38%
RJA
3
Raymond James & Associates
Florida
$17.7M 905,730 +89,709 +11%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$16.5M 840,660 +222,736 +36%
Bank of America
5
Bank of America
North Carolina
$13.8M 706,756 +144,537 +26%
EFL
6
ERn Financial LLC
Wisconsin
$7.69M 392,883 +18,483 +5%
MSFS
7
Main Street Financial Solutions
Pennsylvania
$7.33M 374,208 +45,658 +14%
YWS
8
Yarger Wealth Strategies
Ohio
$6.71M 342,780 +54,768 +19%
Osaic Holdings
9
Osaic Holdings
Arizona
$5.96M 304,413 -76,123 -20%
LPL Financial
10
LPL Financial
California
$5.21M 265,889 +88,565 +50%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$4.66M 237,814 +237,814 New
Citadel Advisors
12
Citadel Advisors
Florida
$4.56M 233,141 +233,141 New
CAN
13
Cetera Advisor Networks
California
$4.44M 226,905 -1,521 -0.7%
Jane Street
14
Jane Street
New York
$4.14M 211,680 +211,680 New
Truist Financial
15
Truist Financial
North Carolina
$3.63M 185,351 +5,580 +3%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$3.52M 179,948 +3,460 +2%
PFGIA
17
Patriot Financial Group Insurance Agency
Massachusetts
$3.16M 161,422 +161,422 New
WAP
18
Wealthcare Advisory Partners
Pennsylvania
$2.94M 150,323 +12,922 +9%
EW
19
Element Wealth
Mississippi
$2.91M 148,642 -263 -0.2%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$2.73M 139,499 -34,242 -20%
AWM
21
Axxcess Wealth Management
California
$2.64M 134,650 -3,640 -3%
CAAS
22
Capital Asset Advisory Services
Michigan
$2.59M 134,677 -3,809 -3%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$2.58M 131,624 -1,704 -1%
IWP
24
IAG Wealth Partners
Wisconsin
$2.39M 122,215 +122,215 New
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$1.74M 88,755 -6,802 -7%
1
2 3