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Hartford Schroders Tax-Aware Bond ETF

46 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, 13 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 13

2.35% more ownership

Funds ownership: 74.51%76.86% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less capital invested

Capital invested by funds: $237M → $232M (-$4.49M)

10% less funds holding

Funds holding: 5146 (-5)

44% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 9

Holders
46
Holders Change
-5
Holders Change %
-9.8%
% of All Funds
0.57%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
25
Reduced
13
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
1
Bank of New York Mellon
New York
$41.5M +$16.5K +859 +0%
CPC
2
Consolidated Planning Corp
Georgia
$38.4M +$2.15M +111,929 +6%
LPL Financial
3
LPL Financial
California
$21.9M -$1.22M -63,232 -5%
Bank of America
4
Bank of America
North Carolina
$17.8M -$236K -12,256 -1%
Raymond James Financial
5
Raymond James Financial
Florida
$17.2M -$1.01M -52,579 -6%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$14.6M +$1.81M +94,191 +14%
Jones Financial Companies
7
Jones Financial Companies
Missouri
$12.6M +$2.01M +104,587 +19%
WANY
8
Wealthspire Advisors (New York)
New York
$10.3M +$10.4M +540,656 New
YWS
9
Yarger Wealth Strategies
Ohio
$9.08M +$365K +18,948 +4%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$5.89M +$199K +10,332 +3%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$5.56M +$613K +31,846 +12%
Truist Financial
12
Truist Financial
North Carolina
$4.81M +$170K +8,845 +4%
CAAS
13
Capital Asset Advisory Services
Michigan
$4.62M +$883K +45,891 +24%
WAP
14
Wealthcare Advisory Partners
Pennsylvania
$3.94M +$235K +12,223 +6%
Osaic Holdings
15
Osaic Holdings
Arizona
$3.07M -$80.1K -4,165 -3%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$2.28M +$137K +7,137 +6%
IWP
17
IAG Wealth Partners
Wisconsin
$2.16M -$121K -6,263 -5%
EW
18
Element Wealth
Mississippi
$1.84M -$636K -33,065 -25%
KAS
19
Kestra Advisory Services
Texas
$1.78M +$119K +6,173 +7%
PFGIA
20
Patriot Financial Group Insurance Agency
Massachusetts
$1.22M +$303K +15,754 +32%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$968K -$76.2K -3,961 -7%
IAA
22
Independent Advisor Alliance
North Carolina
$895K +$906K +47,088 New
Stifel Financial
23
Stifel Financial
Missouri
$793K +$24.2K +1,257 +3%
Natixis Advisors
24
Natixis Advisors
Massachusetts
$751K +$387K +20,137 +104%
SFGP
25
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$610K