Hartford Schroders Tax-Aware Bond ETF
HTAB
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.
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: 55 → 58 (+3)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
5.64% less ownership
Funds ownership: 72.99% → 67.35% (-5.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$25M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
+$11.6M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$10.9M |
| 4 |
IWP
IAG Wealth Partners
Waukesha,
Wisconsin
|
+$6.85M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$2.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$4.56M |
| 2 |
AWA
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
-$3.91M |
| 3 |
Jane Street
New York
|
-$3.89M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$3.27M |
| 5 |
PFGIA
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
-$685K |
HTAB Hedge Fund Activity: Q2 2024 in Review
58 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Hartford Schroders Tax-Aware Bond ETF (HTAB) for Q2 2024, worth a combined $223M — up 22% from $183M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new HTAB positions and 3 closed out — a net gain of 4 holders — while 34 added to existing stakes and 13 trimmed.
The largest buyer was LPL Financial, adding an estimated $25M. The largest seller was Citadel Advisors, exiting entirely with an estimated $4.56M sold.
- 58 institutional investors held Hartford Schroders Tax-Aware Bond ETF (HTAB) as of Q2 2024, up from 55 in Q1 2024.
- Funds reported $223M of Hartford Schroders Tax-Aware Bond ETF stock for Q2 2024, up 22% quarter-over-quarter.
- 7 funds opened new Hartford Schroders Tax-Aware Bond ETF positions in Q2 2024 and 3 closed out, a net change of +4 holders.
- The largest Hartford Schroders Tax-Aware Bond ETF buyer in Q2 2024 was LPL Financial, an estimated $25M added.
- The largest Hartford Schroders Tax-Aware Bond ETF seller in Q2 2024 was Citadel Advisors, an estimated $4.56M sold.
Based on aggregated 13F filings for Q2 2024.