Hartford Schroders Tax-Aware Bond ETF (HTAB)

• Market cap: $448M
• 1 day: -0.31%
• 5 days: 0.05%
• 1 month: -0.72%
• 3 months: -0.72%
• 6 months: -1.13%
• Year to date: -0.72%
• 1 year: -0.72%
• 5 years: -9.01%
• 10 years: -3.74%

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

1,000% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 4

25% more capital invested

Capital invested by funds: $231M [Q2] → $288M (+$57.7M) [Q3]

0.33% more ownership

Funds ownership: 69.65% [Q2] → 69.99% (+0.33%) [Q3]

0% more funds holding in top 10

Funds holding in top 10: 1 [Q2] → 1 (+0) [Q3]

5% less funds holding

Funds holding: 57 [Q2] → 54 (-3) [Q3]

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3