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Hartford Schroders Tax-Aware Bond ETF
HTAB

Overview Fund Activity

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.

Holders
60
Holders Change
+3
Holders Change %
+5.26%
% of All Funds
0.82%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
8
Increased
27
Reduced
18
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IWP
1
IAG Wealth Partners
Wisconsin
$22.6M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$40.8M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$6.34M
4
CPC
4
Consolidated Planning Corp
Georgia
$10.7M
5
MSFS
5
Main Street Financial Solutions
Pennsylvania
$11M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$15.1M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$13.7M
3
Truist Financial
3
Truist Financial
North Carolina
$14M
4
WAP
4
Wealthcare Advisory Partners
Pennsylvania
$4.68M
5
AWA
5
Amplius Wealth Advisors
Pennsylvania
$32.3M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$52.7M 2,750,565 +94,582 +4%
Bank of New York Mellon
2
Bank of New York Mellon
New York
$40.8M 2,130,786 +155,248 +8%
Raymond James Financial
3
Raymond James Financial
Florida
$36.4M 1,901,369 +67,487 +4%
AWA
4
Amplius Wealth Advisors
Pennsylvania
$32.3M 1,686,359 -88,814 -5%
IWP
5
IAG Wealth Partners
Wisconsin
$22.6M 1,176,456 +441,122 +60%
Bank of America
6
Bank of America
North Carolina
$15.1M 789,205 -298,937 -27%
Truist Financial
7
Truist Financial
North Carolina
$14M 732,270 -233,466 -24%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$13.7M 712,754 -237,558 -25%
MSFS
9
Main Street Financial Solutions
Pennsylvania
$11M 573,942 +123,514 +27%
CPC
10
Consolidated Planning Corp
Georgia
$10.7M 555,676 +130,368 +31%
YWS
11
Yarger Wealth Strategies
Ohio
$9.25M 482,421 +311 +0.1%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$7.66M 399,333 +75,779 +23%
Osaic Holdings
13
Osaic Holdings
Arizona
$6.34M 330,515 +153,478 +87%
Jones Financial Companies
14
Jones Financial Companies
Missouri
$5.76M 302,503 +113,327 +60%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$5.25M 273,770 +41,751 +18%
WAP
16
Wealthcare Advisory Partners
Pennsylvania
$4.68M 244,343 -193,168 -44%
CAAS
17
Capital Asset Advisory Services
Michigan
$3.15M 164,851 +15,810 +11%
AWM
18
Axxcess Wealth Management
California
$3.11M 162,233 +13,203 +9%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$2.95M 153,836 +12,197 +9%
EW
20
Element Wealth
Mississippi
$2.85M 148,505 -1,567 -1%
Mariner
21
Mariner
Kansas
$2.4M 125,000 – –
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$2.23M 116,511 +12,751 +12%
Jane Street
23
Jane Street
New York
$2.22M 115,755 -62,839 -35%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$2M 104,506 -36,607 -26%
LWA
25
LifeGoal Wealth Advisors
New York
$1.89M 98,513 -15,403 -14%
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