Hartford Schroders Tax-Aware Bond ETF
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CPC
Consolidated Planning Corp
Atlanta,
Georgia
|
+$1.68M |
| 2 |
Jones Financial Companies
Des Peres,
Missouri
|
+$1.3M |
| 3 |
Raymond James Financial
St Petersburg,
Florida
|
+$995K |
| 4 |
FTUS
Flow Traders U.S.
New York
|
+$754K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$747K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 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 |
HTAB Hedge Fund Activity: Q4 2025 in Review
51 of the 8,267 institutional investors tracked by Wall St. Rank reported a position in Hartford Schroders Tax-Aware Bond ETF (HTAB) for Q4 2025, worth a combined $237M — down 9.1% from $260M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of HTAB and 2 opened new positions — a net loss of 3 holders — while 24 trimmed existing stakes and 19 added.
The largest buyer was Consolidated Planning Corp, adding an estimated $1.68M. The largest seller was Truist Financial, cutting an estimated $10M.
- 51 institutional investors held Hartford Schroders Tax-Aware Bond ETF (HTAB) as of Q4 2025, down from 54 in Q3 2025.
- Funds reported $237M of Hartford Schroders Tax-Aware Bond ETF stock for Q4 2025, down 9.1% quarter-over-quarter.
- 2 funds opened new Hartford Schroders Tax-Aware Bond ETF positions in Q4 2025 and 5 closed out, a net change of -3 holders.
- The largest Hartford Schroders Tax-Aware Bond ETF buyer in Q4 2025 was Consolidated Planning Corp, an estimated $1.68M added.
- The largest Hartford Schroders Tax-Aware Bond ETF seller in Q4 2025 was Truist Financial, an estimated $10M sold.
Based on aggregated 13F filings for Q4 2025.