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Hartford Schroders Tax-Aware Bond ETF
HTAB
HTAB
51 hedge funds and large institutions have $237M invested in Hartford Schroders Tax-Aware Bond ETF in 2025 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 19 increasing their positions, 24 reducing their positions, and 5 closing their positions.
New
Increased
Maintained
Reduced
Closed
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.1% less ownership
Funds ownership: 74.6% → 74.51% (-0.1%)
6% less funds holding
Funds holding: 54 → 51 (-3)
9% less capital invested
Capital invested by funds: $260M → $237M (-$23.7M)
21% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 24
60% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 5
Holders
51
Holders Change
-3
Holders Change %
-5.56%
% of All Funds
0.62%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
2
Increased
19
Reduced
24
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
Truist Financial
Charlotte,
North Carolina
|
-$10M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$9.47M |
| 3 |
LPL Financial
San Diego,
California
|
-$4.9M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.13M |
| 5 |
Goldman Sachs
New York
|
-$1.1M |
