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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.

New
Increased
Maintained
Reduced
Closed

162% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 13

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

22% more capital invested

Capital invested by funds: $183M → $223M (+$40.2M)

5% more funds holding

Funds holding: 5558 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5.64% less ownership

Funds ownership: 72.99%67.35% (-5.6%)

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 Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$30.1M +$25M +1,293,351 +486%
Bank of New York Mellon
2
Bank of New York Mellon
New York
$22.6M +$9.94K +515 +0%
RJA
3
Raymond James & Associates
Florida
$18.3M +$781K +40,468 +4%
Bank of America
4
Bank of America
North Carolina
$15.9M +$2.2M +114,132 +16%
Truist Financial
5
Truist Financial
North Carolina
$15.2M +$11.6M +602,191 +325%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$14.4M +$10.9M +566,514 +315%
AWA
7
Amplius Wealth Advisors
Pennsylvania
$14.4M -$3.91M -202,572 -21%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$13M -$3.27M -169,412 -20%
IWP
9
IAG Wealth Partners
Wisconsin
$9.21M +$6.85M +354,701 +290%
EFL
10
ERn Financial LLC
Wisconsin
$7.96M +$375K +19,432 +5%
MSFS
11
Main Street Financial Solutions
Pennsylvania
$7.94M +$715K +37,062 +10%
YWS
12
Yarger Wealth Strategies
Ohio
$7.51M +$895K +46,373 +14%
Osaic Holdings
13
Osaic Holdings
Arizona
$5.58M -$301K -15,617 -5%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$4.13M -$464K -24,044 -10%
WAP
15
Wealthcare Advisory Partners
Pennsylvania
$3.16M +$256K +13,268 +9%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$2.97M +$276K +14,326 +10%
EW
17
Element Wealth
Mississippi
$2.91M +$37.7K +1,954 +1%
CAAS
18
Capital Asset Advisory Services
Michigan
$2.57M -$42.8K -2,219 -2%
AWM
19
Axxcess Wealth Management
California
$2.51M -$87.5K -4,535 -3%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$2.5M -$46.2K -2,396 -2%
PFGIA
21
Patriot Financial Group Insurance Agency
Massachusetts
$2.43M -$685K -35,475 -22%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$1.86M +$144K +7,462 +8%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$1.6M +$570K +29,525 +55%
IWN
24
Independent Wealth Network
Iowa
$1.38M +$31.1K +1,614 +2%
FAIM
25
Financial Advocates Investment Management
Washington
$1.11M +$400K +20,730 +56%