Who Owns HTAB?
Hartford Schroders Tax-Aware Bond ETF — Institutional Ownership & 13F Holdings
$19.25
-0.03 (-0.13%)
Market Cap
$322.8M
Shares Outstanding
15,673,431
Institutional Holders
60
Total Inst. Value
$247.8M
% of Float Held
—
QoQ Holder Change
+26
Institutional data as of Q1 2025
New Positions
14
Closed Positions
4
Increased
23
Decreased
18
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Bank of New York Mellon Corp | $40.8M | 2,130,786 |
| 2 | RAYMOND JAMES FINANCIAL INC | $36.4M | 1,901,369 |
| 3 | Amplius Wealth Advisors, LLC | $32.3M | 1,686,359 |
| 4 | IAG Wealth Partners, LLC | $22.6M | 1,176,456 |
| 5 | BANK OF AMERICA CORP /DE/ | $15.1M | 789,205 |
| 6 | TRUIST FINANCIAL CORP | $14.0M | 732,270 |
| 7 | Main Street Financial Solutions, LLC | $11.0M | 573,942 |
| 8 | CPC Advisors, LLC | $10.7M | 555,676 |
| 9 | YARGER WEALTH STRATEGIES, LLCNew | $9.2M | 482,421 |
| 10 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $7.7M | 399,333 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Bank of New York Mellon Corp | +155K | $40.8M |
| RAYMOND JAMES FINANCIAL INC | +67K | $36.4M |
| IAG Wealth Partners, LLC | +441K | $22.6M |
| Main Street Financial Solutions, LLC | +124K | $11.0M |
| CPC Advisors, LLC | +130K | $10.7M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| BANK OF AMERICA CORP /DE/ | -299K | $15.1M |
| ENVESTNET ASSET MANAGEMENT INC | -238K | $14K |
| TRUIST FINANCIAL CORP | -233K | $14.0M |
| Wealthcare Advisory Partners LLC | -193K | $4.7M |
| JONES FINANCIAL COMPANIES LLLP | -189K | $765 |
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Frequently Asked Questions
How many institutional investors hold HTAB?
As of Q1 2025, 60 institutional investors report holding HTAB (Hartford Schroders Tax-Aware Bond ETF) in their 13F filings.
Which hedge fund owns the most HTAB?
The largest institutional holder of HTAB is Bank of New York Mellon Corp with $40.8M in shares.
Are institutions buying or selling HTAB?
This quarter, 14 institutions opened new positions in HTAB and 4 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.