Hartford Schroders Tax-Aware Bond
HTAB • ARCA
Hartford Schroders Tax-Aware Bond is an exchange-traded fund on ARCA. As of Q3 2025, 53 institutional investors hold shares in this ETF, with total holdings valued at $259.7M. Bank of New York Mellon Corp is the largest holder with a position valued at $41.8M.
Overview
Overview of institutional ownership in HTAB as of Q3 2025
All Institutions
- Institutions
- 53
- Value Held
- $259.7M
- Shares Held
- 13.6M
- Avg Position
- $4.9M
- Median Position
- $844.8K
Hedge Funds
- Hedge Funds
- 2
- Value Held
- $726.5K
- Shares Held
- 38.0K
- Avg Position
- $363.3K
- Median Position
- $363.3K
Biggest Investors
Institutions with the largest positions in HTAB as of Q3 2025
| Institution | Position Value |
|---|---|
 Bank of New York Mellon Corp Institution | $41.8M 0.01% of portfolio |
 CONSOLIDATED PLANNING CORP RIA/Wealth | $34.8M 3.68% of portfolio |
L LPL Financial LLC Institution | $28.1M 0.01% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $17.5M 0.00% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $17.3M 0.01% of portfolio |
 BB&T CORP Institution | $14.6M 0.02% of portfolio |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $14.4M 0.00% of portfolio |
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution | $12.9M 0.01% of portfolio |
 Main Street Financial Solutions, LLC RIA/Wealth | $10.6M 0.68% of portfolio |
J JONES FINANCIAL COMPANIES LLLP Institution | $9.4M 0.01% of portfolio |
Net Capital Flow
Institutional buying and selling activity for HTAB in Q3 2025
- Traded
- −$20.9M
- Buyers
- 28
- Sellers
- 29
- Total Bought
- +$37.0M
- Total Sold
- −$57.9M
- Avg Position
- $4.1M
Biggest Buyers
| Institution | Net Bought |
|---|---|
CONSOLIDATED PLANNING CORP RIA/Wealth | +$20.6M +1.1M shares |
BANK OF AMERICA CORP /DE/ Institution | +$2.8M +145.9K shares |
J JONES FINANCIAL COMPANIES LLLP Institution | +$2.6M +134.1K shares |
Bank of New York Mellon Corp Institution | +$1.8M +94.0K shares |
 AXXCESS WEALTH MANAGEMENT, LLC RIA/Wealth | +$1.4M +72.8K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | +$1.2M +62.6K shares |
 GOLDMAN SACHS GROUP INC Institution | +$1.1M +57.7K shares |
BB&T CORP Institution | +$979.3K +51.2K shares |
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution | +$955.0K +49.9K shares |
 Amplius Wealth Advisors, LLC RIA/Wealth | +$918.5K +-1.8M shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
RAYMOND JAMES FINANCIAL INC RIA/Wealth | −$15.3M −802.2K shares |
 IAG Wealth Partners, LLC RIA/Wealth | −$15.0M −785.0K shares |
L LPL Financial LLC Institution | −$14.2M −744.6K shares |
−$2.9M −156.8K shares | |
 Mariner Wealth Advisors, LLC RIA/Wealth | −$2.4M −129.5K shares |
E ERn Financial, LLC RIA/Wealth | −$1.5M −80.1K shares |
−$948.2K −50.7K shares | |
A Advisor Group Holdings, Inc. Institution | −$617.4K −32.7K shares |
 Private Advisor Group, LLC RIA/Wealth | −$526.1K −27.5K shares |
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | −$484.2K −25.3K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited HTAB in Q3 2025
- New Positions
- 2
- New Value
- $280.9K
- Exited Positions
- 10
- Exited Value
- $9.1M
New Positions
| Institution | Position Value |
|---|---|
 NGAM ADVISORS, L.P. Long Only Manager | $254.6K 13.3K shares |
 WELLS FARGO & COMPANY/MN Institution | $26.3K 1.4K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
$2.9M 156.8K shares | |
Mariner Wealth Advisors, LLC RIA/Wealth | $2.4M 129.5K shares |
E ERn Financial, LLC RIA/Wealth | $1.5M 80.1K shares |
$948.2K 50.7K shares | |
 HighTower Advisors, LLC RIA/Wealth | $244.3K 13.1K shares |
 MML INVESTORS SERVICES, LLC RIA/Wealth | $232.3K 12.4K shares |
$208.7K 11.2K shares | |
 Equitable Holdings, Inc. Institution | $208.2K 11.1K shares |
 Cambria Investment Management, L.P. ETF Provider | $192.8K 10.3K shares |
 Empowered Funds, LLC ETF Provider | $192.8K 10.3K shares |
Options Activity
Institutions with the largest Call and Put options positions in HTAB as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with HTAB as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
 YARGER WEALTH STRATEGIES, LLC RIA/Wealth | 4.15% $8.9M |
CONSOLIDATED PLANNING CORP RIA/Wealth | 3.68% $34.8M |
 LifeGoal Wealth Advisors Fund of Funds | 1.23% $1.4M |
 Element Wealth, LLC RIA/Wealth | 1.10% $2.5M |
Main Street Financial Solutions, LLC RIA/Wealth | 0.68% $10.6M |
IAG Wealth Partners, LLC RIA/Wealth | 0.40% $3.3M |
 Keystone Financial Services, LLC RIA/Wealth | 0.28% $385.4K |
 USAdvisors Wealth Management, LLC RIA/Wealth | 0.16% $438.9K |
 Capital Asset Advisory Services LLC RIA/Wealth | 0.14% $3.3M |
 WEST MICHIGAN ADVISORS, LLC RIA/Wealth | 0.13% $543.3K |
Hedge Fund Spotlight
Discover hedge funds investing in HTAB
Fermata Advisors, LLC
Hedge Fund • Sector
Portfolio ManagerNelson Moonhun Seo
- Portfolio Value
- $371.6M
- Positions
- 207
- Last Reported
- Q3 2025
Sector Allocation
Position in Hartford Schroders Tax-Aware Bond
- Market Value
- $222.5K
- Shares Held
- 11.6K
- Portfolio Weight
- 0.06%
- Owned Since
- 2024-Q4
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Consumer Electronics Technology | $13.6M | 3.67% | |
ETF ETF | $13.1M | 3.53% | |
ETF ETF | $12.7M | 3.43% |
