Hartford Schroders Tax-Aware Bond ETF
HTAB
47 hedge funds and large institutions have $232M invested in Hartford Schroders Tax-Aware Bond ETF in 2026 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 25 increasing their positions, 14 reducing their positions, and 9 closing their positions.
79% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 14
2.42% more ownership
Funds ownership: 74.51% → 76.93% (+2.4%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
2% less capital invested
Capital invested by funds: $237M → $232M (-$4.28M)
8% less funds holding
Funds holding: 51 → 47 (-4)
44% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WANY
Wealthspire Advisors (New York)
New York
|
+$10.4M |
| 2 |
CPC
Consolidated Planning Corp
Atlanta,
Georgia
|
+$2.15M |
| 3 |
Jones Financial Companies
Des Peres,
Missouri
|
+$2.01M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$1.81M |
| 5 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$906K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MSFS
Main Street Financial Solutions
Newtown,
Pennsylvania
|
-$10.8M |
| 2 |
AWM
Axxcess Wealth Management
Carlsbad,
California
|
-$4.68M |
| 3 |
Jane Street
New York
|
-$2.03M |
| 4 |
LPL Financial
San Diego,
California
|
-$1.22M |
| 5 |
Raymond James Financial
St Petersburg,
Florida
|
-$1.01M |
HTAB Hedge Fund Activity: Q1 2026 in Review
47 of the 8,187 institutional investors tracked by Wall St. Rank reported a position in Hartford Schroders Tax-Aware Bond ETF (HTAB) for Q1 2026, worth a combined $232M — down 1.8% from $237M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of HTAB and 5 opened new positions — a net loss of 4 holders — while 14 trimmed existing stakes and 25 added.
The largest buyer was Wealthspire Advisors (New York), opening a new position worth an estimated $10.4M. The largest seller was Main Street Financial Solutions, cutting an estimated $10.8M.
- 47 institutional investors held Hartford Schroders Tax-Aware Bond ETF (HTAB) as of Q1 2026, down from 51 in Q4 2025.
- Funds reported $232M of Hartford Schroders Tax-Aware Bond ETF stock for Q1 2026, down 1.8% quarter-over-quarter.
- 5 funds opened new Hartford Schroders Tax-Aware Bond ETF positions in Q1 2026 and 9 closed out, a net change of -4 holders.
- The largest Hartford Schroders Tax-Aware Bond ETF buyer in Q1 2026 was Wealthspire Advisors (New York), an estimated $10.4M added.
- The largest Hartford Schroders Tax-Aware Bond ETF seller in Q1 2026 was Main Street Financial Solutions, an estimated $10.8M sold.
Based on aggregated 13F filings for Q1 2026.