We are live on ! Find out more
HFSI

Hartford Strategic Income ETF

68 hedge funds and large institutions have $595M invested in Hartford Strategic Income ETF in 2026 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 38 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 4

245% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 11

87% more capital invested

Capital invested by funds: $318M → $595M (+$277M)

24% more funds holding

Funds holding: 5568 (+13)

3.99% more ownership

Funds ownership: 80.41%84.4% (+4%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
68
Holders Change
+13
Holders Change %
+23.64%
% of All Funds
0.84%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
17
Increased
38
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RPGK
26
Retirement Planning Group (Kansas)
Kansas
$4.24M +$3.61M +101,731 +498%
SF
27
Summit Financial
New Jersey
$4.13M +$124K +3,481 +3%
SA
28
Sonoma Allocations
California
$3.23M +$1.77M +49,894 +117%
CWAI
29
Core Wealth Advisors (Indiana)
Indiana
$2.94M -$757K -21,335 -20%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$2.73M -$85.5K -2,410 -3%
SB
31
Strategic Blueprint
Georgia
$2.48M +$280K +7,900 +12%
CSP
32
Cary Street Partners
Virginia
$2.34M +$45.5K +1,283 +2%
JP Morgan Chase
33
JP Morgan Chase
New York
$2M +$134K +3,789 +7%
KA
34
Kovack Advisors
Florida
$1.72M +$74.4K +2,096 +4%
P
35
&Partners
Tennessee
$1.44M +$1.48M +41,610 New
LOIM
36
Liberty One Investment Management
Illinois
$1.18M +$376K +10,600 +45%
SPIA
37
Steward Partners Investment Advisory
New York
$1.08M +$872K +24,563 +369%
HPC
38
Hobart Private Capital
North Carolina
$926K +$1.46K +41 +0.2%
GWP
39
Gateway Wealth Partners
Wisconsin
$866K +$508K +14,315 +135%
MGWM
40
Marks Group Wealth Management
Minnesota
$819K +$837K +23,579 New
Natixis Advisors
41
Natixis Advisors
Massachusetts
$789K +$807K +22,737 New
MML Investors Services
42
MML Investors Services
Massachusetts
$779K +$437K +12,308 +122%
AWA
43
Arkadios Wealth Advisors
Georgia
$744K +$150K +4,224 +25%
Mariner
44
Mariner
Kansas
$730K +$64.9K +1,828 +10%
AF
45
Advisornet Financial
Minnesota
$665K +$14.5K +409 +2%
SPW
46
Surience Private Wealth
Washington
$624K -$1.54M -43,400 -71%
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$605K +$618K +17,426 New
DC
48
Destiny Capital
Colorado
$598K +$611K +17,212 New
HP
49
Holistic Planning
Texas
$549K +$561K +15,818 New
HI
50
Harbour Investments
Wisconsin
$469K +$480K +13,519 New

HFSI Hedge Fund Activity: Q1 2026 in Review

68 of the 8,141 institutional investors tracked by Wall St. Rank reported a position in Hartford Strategic Income ETF (HFSI) for Q1 2026, worth a combined $595M — up 87% from $318M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new HFSI positions and 4 closed out — a net gain of 13 holders — while 38 added to existing stakes and 11 trimmed.

The largest buyer was New England Capital Financial Advisors, adding an estimated $79.1M. The largest seller was Surience Private Wealth, cutting an estimated $1.54M.

  • 68 institutional investors held Hartford Strategic Income ETF (HFSI) as of Q1 2026, up from 55 in Q4 2025.
  • Funds reported $595M of Hartford Strategic Income ETF stock for Q1 2026, up 87% quarter-over-quarter.
  • 17 funds opened new Hartford Strategic Income ETF positions in Q1 2026 and 4 closed out, a net change of +13 holders.
  • The largest Hartford Strategic Income ETF buyer in Q1 2026 was New England Capital Financial Advisors, an estimated $79.1M added.
  • The largest Hartford Strategic Income ETF seller in Q1 2026 was Surience Private Wealth, an estimated $1.54M sold.

Based on aggregated 13F filings for Q1 2026.