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Hartford Schroders Tax-Aware Bond ETF
HTAB

Overview Fund Activity

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.

Holders
55
Holders Change
-3
Holders Change %
-5.17%
% of All Funds
0.8%
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
–

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$39.1M
2
LPL Financial
2
LPL Financial
California
$44.6M
3
WAP
3
Wealthcare Advisory Partners
Pennsylvania
$8.22M
4
Bank of America
4
Bank of America
North Carolina
$20.4M
5
CPC
5
Consolidated Planning Corp
Georgia
$3.84M

Top Sellers

1
IWN
1
Independent Wealth Network
Iowa
$0
2
FTUS
2
Flow Traders U.S.
New York
$0
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$2.69M
4
Jane Street
4
Jane Street
New York
$0
5
TFM
5
Trademark Financial Management
Minnesota
$250K
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$44.6M 2,252,156 +692,916 +44%
Bank of New York Mellon
2
Bank of New York Mellon
New York
$39.1M 1,976,013 +806,029 +69%
Bank of America
3
Bank of America
North Carolina
$20.4M 1,031,671 +210,783 +26%
RJA
4
Raymond James & Associates
Florida
$19.6M 989,385 +43,187 +5%
Truist Financial
5
Truist Financial
North Carolina
$17.5M 881,304 +93,762 +12%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$17M 856,920 +110,458 +15%
AWA
7
Amplius Wealth Advisors
Pennsylvania
$15M 755,505 +11,713 +2%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$14.9M 753,843 +82,595 +12%
IWP
9
IAG Wealth Partners
Wisconsin
$11.9M 599,321 +122,405 +26%
YWS
10
Yarger Wealth Strategies
Ohio
$8.98M 453,539 +64,386 +17%
MSFS
11
Main Street Financial Solutions
Pennsylvania
$8.69M 438,735 +27,465 +7%
EFL
12
ERn Financial LLC
Wisconsin
$8.31M 419,260 +6,945 +2%
WAP
13
Wealthcare Advisory Partners
Pennsylvania
$8.22M 414,974 +251,383 +154%
Osaic Holdings
14
Osaic Holdings
Arizona
$6.02M 303,654 +14,858 +5%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$4.74M 239,284 +143,067 +149%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$4.47M 225,448 +11,678 +5%
CPC
17
Consolidated Planning Corp
Georgia
$3.84M 193,848 +193,848 New
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$3.51M 177,051 +47,823 +37%
EW
19
Element Wealth
Mississippi
$2.99M 150,834 +238 +0.2%
AWM
20
Axxcess Wealth Management
California
$2.79M 140,633 +10,518 +8%
CAAS
21
Capital Asset Advisory Services
Michigan
$2.78M 141,197 +8,739 +7%
PFGIA
22
Patriot Financial Group Insurance Agency
Massachusetts
$2.74M 138,354 +12,407 +10%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$2.69M 135,688 -18,137 -12%
Jones Financial Companies
24
Jones Financial Companies
Missouri
$2.23M 112,377 +72,335 +181%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$1.71M 86,529 +3,410 +4%
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