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Hartford Schroders Tax-Aware Bond ETF
HTAB

Overview Fund Activity

57 hedge funds and large institutions have $328M invested in Hartford Schroders Tax-Aware Bond ETF in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 31 increasing their positions, 14 reducing their positions, and 3 closing their positions.

Holders
57
Holders Change
+2
Holders Change %
+3.64%
% of All Funds
0.76%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
9
Increased
31
Reduced
14
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$35.5M
2
AWA
2
Amplius Wealth Advisors
Pennsylvania
$34.4M
3
LPL Financial
3
LPL Financial
California
$51.4M
4
CPC
4
Consolidated Planning Corp
Georgia
$8.23M
5
Jane Street
5
Jane Street
New York
$3.46M

Top Sellers

1
EFL
1
ERn Financial LLC
Wisconsin
$1.97M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$3.43M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$2.74M
4
PFGIA
4
Patriot Financial Group Insurance Agency
Massachusetts
$1.52M
5
GRP
5
Global Retirement Partners
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$51.4M 2,655,983 +403,827 +18%
Bank of New York Mellon
2
Bank of New York Mellon
New York
$38.2M 1,975,538 -475 -0%
Raymond James Financial
3
Raymond James Financial
Florida
$35.5M 1,833,882 +1,833,882 New
AWA
4
Amplius Wealth Advisors
Pennsylvania
$34.4M 1,775,173 +1,019,668 +135%
Bank of America
5
Bank of America
North Carolina
$21.1M 1,088,142 +56,471 +5%
Truist Financial
6
Truist Financial
North Carolina
$18.7M 965,736 +84,432 +10%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$18.4M 950,312 +93,392 +11%
IWP
8
IAG Wealth Partners
Wisconsin
$14.2M 735,334 +136,013 +23%
YWS
9
Yarger Wealth Strategies
Ohio
$9.33M 482,110 +28,571 +6%
MSFS
10
Main Street Financial Solutions
Pennsylvania
$8.72M 450,428 +11,693 +3%
WAP
11
Wealthcare Advisory Partners
Pennsylvania
$8.47M 437,511 +22,537 +5%
CPC
12
Consolidated Planning Corp
Georgia
$8.23M 425,308 +231,460 +119%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$6.26M 323,554 +146,503 +83%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$4.49M 232,019 +6,571 +3%
Jones Financial Companies
15
Jones Financial Companies
Missouri
$3.66M 189,176 +76,799 +68%
Jane Street
16
Jane Street
New York
$3.46M 178,594 +178,594 New
Osaic Holdings
17
Osaic Holdings
Arizona
$3.43M 177,037 -126,617 -42%
EW
18
Element Wealth
Mississippi
$2.91M 150,072 -762 -0.5%
CAAS
19
Capital Asset Advisory Services
Michigan
$2.89M 149,041 +7,844 +6%
AWM
20
Axxcess Wealth Management
California
$2.89M 149,030 +8,397 +6%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$2.74M 141,639 -97,645 -41%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$2.73M 141,113 +5,425 +4%
Mariner
23
Mariner
Kansas
$2.42M 125,000 +125,000 New
LWA
24
LifeGoal Wealth Advisors
New York
$2.21M 113,916 +113,916 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$2.01M 103,760 +17,231 +20%
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