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Hartford Schroders Tax-Aware Bond ETF

55 hedge funds and large institutions have $289M invested in Hartford Schroders Tax-Aware Bond ETF in 2024 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 46 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,433% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 3

29% more capital invested

Capital invested by funds: $223M → $289M (+$65.7M)

2.74% more ownership

Funds ownership: 67.35%70.09% (+2.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less funds holding

Funds holding: 5855 (-3)

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3

Holders
55
Holders Change
-3
Holders Change %
-5.17%
% of All Funds
0.79%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
1
Increased
46
Reduced
3
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$44.6M +$13.6M +692,916 +44%
Bank of New York Mellon
2
Bank of New York Mellon
New York
$39.1M +$15.9M +806,029 +69%
Bank of America
3
Bank of America
North Carolina
$20.4M +$4.15M +210,783 +26%
RJA
4
Raymond James & Associates
Florida
$19.6M +$849K +43,187 +5%
Truist Financial
5
Truist Financial
North Carolina
$17.5M +$1.84M +93,762 +12%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$17M +$2.17M +110,458 +15%
AWA
7
Amplius Wealth Advisors
Pennsylvania
$15M +$230K +11,713 +2%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$14.9M +$1.62M +82,595 +12%
IWP
9
IAG Wealth Partners
Wisconsin
$11.9M +$2.41M +122,405 +26%
YWS
10
Yarger Wealth Strategies
Ohio
$8.98M +$1.27M +64,386 +17%
MSFS
11
Main Street Financial Solutions
Pennsylvania
$8.69M +$540K +27,465 +7%
EFL
12
ERn Financial LLC
Wisconsin
$8.31M +$137K +6,945 +2%
WAP
13
Wealthcare Advisory Partners
Pennsylvania
$8.22M +$4.94M +251,383 +154%
Osaic Holdings
14
Osaic Holdings
Arizona
$6.02M +$292K +14,858 +5%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$4.74M +$2.81M +143,067 +149%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$4.47M +$230K +11,678 +5%
CPC
17
Consolidated Planning Corp
Georgia
$3.84M +$3.81M +193,848 New
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$3.51M +$941K +47,823 +37%
EW
19
Element Wealth
Mississippi
$2.99M +$4.68K +238 +0.2%
AWM
20
Axxcess Wealth Management
California
$2.79M +$207K +10,518 +8%
CAAS
21
Capital Asset Advisory Services
Michigan
$2.78M +$172K +8,739 +7%
PFGIA
22
Patriot Financial Group Insurance Agency
Massachusetts
$2.74M +$244K +12,407 +10%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$2.69M -$357K -18,137 -12%
Jones Financial Companies
24
Jones Financial Companies
Missouri
$2.23M +$1.42M +72,335 +181%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$1.71M +$67.1K +3,410 +4%