Hartford Schroders Tax-Aware Bond ETF
HTAB
61 hedge funds and large institutions have $328M 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, 19 reducing their positions, and 4 closing their positions.
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
42% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 19
7% more funds holding
Funds holding: 57 → 61 (+4)
0% more capital invested
Capital invested by funds: $328M → $328M (+$163K)
0.33% less ownership
Funds ownership: 73.35% → 73.03% (-0.33%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWP
IAG Wealth Partners
Waukesha,
Wisconsin
|
+$8.52M |
| 2 |
Bank of New York Mellon
New York
|
+$3M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.96M |
| 4 |
CPC
Consolidated Planning Corp
Atlanta,
Georgia
|
+$2.52M |
| 5 |
MSFS
Main Street Financial Solutions
Newtown,
Pennsylvania
|
+$2.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$5.77M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$4.59M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
-$4.51M |
| 4 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
-$3.73M |
| 5 |
AWA
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
-$1.72M |
HTAB Hedge Fund Activity: Q1 2025 in Review
61 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Hartford Schroders Tax-Aware Bond ETF (HTAB) for Q1 2025, worth a combined $328M — up 0.05% from $328M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new HTAB positions and 4 closed out — a net gain of 4 holders — while 27 added to existing stakes and 19 trimmed.
The largest buyer was IAG Wealth Partners, adding an estimated $8.52M. The largest seller was Bank of America, cutting an estimated $5.77M.
- 61 institutional investors held Hartford Schroders Tax-Aware Bond ETF (HTAB) as of Q1 2025, up from 57 in Q4 2024.
- Funds reported $328M of Hartford Schroders Tax-Aware Bond ETF stock for Q1 2025, up 0.05% quarter-over-quarter.
- 8 funds opened new Hartford Schroders Tax-Aware Bond ETF positions in Q1 2025 and 4 closed out, a net change of +4 holders.
- The largest Hartford Schroders Tax-Aware Bond ETF buyer in Q1 2025 was IAG Wealth Partners, an estimated $8.52M added.
- The largest Hartford Schroders Tax-Aware Bond ETF seller in Q1 2025 was Bank of America, an estimated $5.77M sold.
Based on aggregated 13F filings for Q1 2025.