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Hartford Schroders Tax-Aware Bond ETF

58 hedge funds and large institutions have $223M invested in Hartford Schroders Tax-Aware Bond ETF in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 34 increasing their positions, 13 reducing their positions, and 3 closing their positions.

Holders
58
Holders Change
+3
Holders Change %
+5.45%
% of All Funds
0.84%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
34
Reduced
13
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$30.1M 1,559,240 +1,293,351 +486%
Bank of New York Mellon
2
Bank of New York Mellon
New York
$22.6M 1,169,984 +515 +0%
RJA
3
Raymond James & Associates
Florida
$18.3M 946,198 +40,468 +4%
Bank of America
4
Bank of America
North Carolina
$15.9M 820,888 +114,132 +16%
Truist Financial
5
Truist Financial
North Carolina
$15.2M 787,542 +602,191 +325%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$14.4M 746,462 +566,514 +315%
AWA
7
Amplius Wealth Advisors
Pennsylvania
$14.4M 743,792 -202,572 -21%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$13M 671,248 -169,412 -20%
IWP
9
IAG Wealth Partners
Wisconsin
$9.21M 476,916 +354,701 +290%
EFL
10
ERn Financial LLC
Wisconsin
$7.96M 412,315 +19,432 +5%
MSFS
11
Main Street Financial Solutions
Pennsylvania
$7.94M 411,270 +37,062 +10%
YWS
12
Yarger Wealth Strategies
Ohio
$7.51M 389,153 +46,373 +14%
Osaic Holdings
13
Osaic Holdings
Arizona
$5.58M 288,796 -15,617 -5%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$4.13M 213,770 -24,044 -10%
WAP
15
Wealthcare Advisory Partners
Pennsylvania
$3.16M 163,591 +13,268 +9%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$2.97M 153,825 +14,326 +10%
EW
17
Element Wealth
Mississippi
$2.91M 150,596 +1,954 +1%
CAAS
18
Capital Asset Advisory Services
Michigan
$2.57M 132,458 -2,219 -2%
AWM
19
Axxcess Wealth Management
California
$2.51M 130,115 -4,535 -3%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$2.5M 129,228 -2,396 -2%
PFGIA
21
Patriot Financial Group Insurance Agency
Massachusetts
$2.43M 125,947 -35,475 -22%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$1.86M 96,217 +7,462 +8%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$1.61M 83,119 +29,525 +55%
IWN
24
Independent Wealth Network
Iowa
$1.38M 71,625 +1,614 +2%
FAIM
25
Financial Advocates Investment Management
Washington
$1.11M 57,542 +20,730 +56%