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Hartford Schroders Tax-Aware Bond ETF

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

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

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
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$1.68M
2 +$1.3M
3 +$995K
4
FTUS
Flow Traders U.S.
New York
+$754K
5
Bank of America
Bank of America
North Carolina
+$747K

Top Sellers

1 -$10M
2 -$9.47M
3 -$4.9M
4
Osaic Holdings
Osaic Holdings
Arizona
-$2.13M
5
Goldman Sachs
Goldman Sachs
New York
-$1.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
1
Bank of New York Mellon
New York
$41.9M
CPC
2
Consolidated Planning Corp
Georgia
$36.6M
LPL Financial
3
LPL Financial
California
$23.3M
Raymond James Financial
4
Raymond James Financial
Florida
$18.3M
Bank of America
5
Bank of America
North Carolina
$18.2M
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$12.9M
MSFS
7
Main Street Financial Solutions
Pennsylvania
$11M
Jones Financial Companies
8
Jones Financial Companies
Missouri
$10.7M
YWS
9
Yarger Wealth Strategies
Ohio
$8.78M
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$5.74M
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$4.99M
AWM
12
Axxcess Wealth Management
California
$4.68M
Truist Financial
13
Truist Financial
North Carolina
$4.68M
WAP
14
Wealthcare Advisory Partners
Pennsylvania
$3.74M
CAAS
15
Capital Asset Advisory Services
Michigan
$3.74M
Osaic Holdings
16
Osaic Holdings
Arizona
$3.17M
Jane Street
17
Jane Street
New York
$2.55M
EW
18
Element Wealth
Mississippi
$2.49M
IWP
19
IAG Wealth Partners
Wisconsin
$2.3M
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$2.16M
KAS
21
Kestra Advisory Services
Texas
$1.68M
FTUS
22
Flow Traders U.S.
New York
$1.2M
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$1.05M
PFGIA
24
Patriot Financial Group Insurance Agency
Massachusetts
$931K
Stifel Financial
25
Stifel Financial
Missouri
$775K