Hartford Schroders Tax-Aware Bond ETF
HTAB
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.
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: 1 → 1 (0)
5% less funds holding
Funds holding: 58 → 55 (-3)
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$15.9M |
| 2 |
LPL Financial
San Diego,
California
|
+$13.6M |
| 3 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
+$4.94M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$4.15M |
| 5 |
CPC
Consolidated Planning Corp
Atlanta,
Georgia
|
+$3.81M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWN
Independent Wealth Network
Urbandale,
Iowa
|
-$1.38M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$571K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$357K |
| 4 |
Jane Street
New York
|
-$198K |
| 5 |
TFM
Trademark Financial Management
Bloomington,
Minnesota
|
-$103K |
HTAB Hedge Fund Activity: Q3 2024 in Review
55 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Hartford Schroders Tax-Aware Bond ETF (HTAB) for Q3 2024, worth a combined $289M — up 29% from $223M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of HTAB and 1 opened new positions — a net loss of 2 holders — while 3 trimmed existing stakes and 46 added.
The largest buyer was Bank of New York Mellon, adding an estimated $15.9M. The largest seller was Independent Wealth Network, exiting entirely with an estimated $1.38M sold.
- 55 institutional investors held Hartford Schroders Tax-Aware Bond ETF (HTAB) as of Q3 2024, down from 58 in Q2 2024.
- Funds reported $289M of Hartford Schroders Tax-Aware Bond ETF stock for Q3 2024, up 29% quarter-over-quarter.
- 1 fund opened new Hartford Schroders Tax-Aware Bond ETF positions in Q3 2024 and 3 closed out, a net change of -2 holders.
- The largest Hartford Schroders Tax-Aware Bond ETF buyer in Q3 2024 was Bank of New York Mellon, an estimated $15.9M added.
- The largest Hartford Schroders Tax-Aware Bond ETF seller in Q3 2024 was Independent Wealth Network, an estimated $1.38M sold.
Based on aggregated 13F filings for Q3 2024.