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Hartford Schroders Tax-Aware Bond ETF

60 hedge funds and large institutions have $327M invested in Hartford Schroders Tax-Aware Bond ETF in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$52.7M
Bank of New York Mellon
2
Bank of New York Mellon
New York
$40.8M
Raymond James Financial
3
Raymond James Financial
Florida
$36.4M
AWA
4
Amplius Wealth Advisors
Pennsylvania
$32.3M
IWP
5
IAG Wealth Partners
Wisconsin
$22.6M
Bank of America
6
Bank of America
North Carolina
$15.1M
Truist Financial
7
Truist Financial
North Carolina
$14M
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$13.7M
MSFS
9
Main Street Financial Solutions
Pennsylvania
$11M
CPC
10
Consolidated Planning Corp
Georgia
$10.7M
YWS
11
Yarger Wealth Strategies
Ohio
$9.25M
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$7.66M
Osaic Holdings
13
Osaic Holdings
Arizona
$6.34M
Jones Financial Companies
14
Jones Financial Companies
Missouri
$5.76M
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$5.25M
WAP
16
Wealthcare Advisory Partners
Pennsylvania
$4.68M
CAAS
17
Capital Asset Advisory Services
Michigan
$3.15M
AWM
18
Axxcess Wealth Management
California
$3.11M
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$2.95M
EW
20
Element Wealth
Mississippi
$2.85M
Mariner
21
Mariner
Kansas
$2.4M
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$2.23M
Jane Street
23
Jane Street
New York
$2.22M
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$2M
LWA
25
LifeGoal Wealth Advisors
New York
$1.89M