Hartford Strategic Income ETF
HFSI
30 hedge funds and large institutions have $143M invested in Hartford Strategic Income ETF in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 1 closing their positions.
1,700% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 1
200% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 3
131% more funds holding
Funds holding: 13 → 30 (+17)
28% more capital invested
Capital invested by funds: $111M → $143M (+$31.4M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
9.32% less ownership
Funds ownership: 81.52% → 72.2% (-9.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$9.22M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
+$7.82M |
| 3 |
MWM
Modern Wealth Management
Lenexa,
Kansas
|
+$6.47M |
| 4 |
SF
Summit Financial
Parsippany,
New Jersey
|
+$4.59M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$8.02M |
| 2 |
HFM
Hartford Funds Management
Wayne,
Pennsylvania
|
-$3.45M |
| 3 |
Jane Street
New York
|
-$1.74M |
| 4 |
Mariner
Overland Park,
Kansas
|
-$2.75K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IA
26
IFP Advisors
Tampa,
Florida
| $16K | +$15.9K | +451 | New |
|
27
Jones Financial Companies
Des Peres,
Missouri
| $9.64K | +$9.52K | +270 | New |
|
|
FWM
28
FSA Wealth Management
Needham,
Massachusetts
| $7.11K | +$7.05K | +200 | New |
|
|
FFA
29
Farther Finance Advisors
San Francisco,
California
| $3.81K | +$3.77K | +107 | New |
|
30
Morgan Stanley
New York
| $1.94K | +$1.59K | +45 | +500% |
|
|
31
Jane Street
New York
| – | -$1.74M | -49,826 | Closed |
|
HFSI Hedge Fund Activity: Q3 2025 in Review
30 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Hartford Strategic Income ETF (HFSI) for Q3 2025, worth a combined $143M — up 28% from $111M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new HFSI positions and 1 closed out — a net gain of 17 holders — while 9 added to existing stakes and 3 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $9.22M. The largest seller was Wellington Management Group, cutting an estimated $8.02M.
- 30 institutional investors held Hartford Strategic Income ETF (HFSI) as of Q3 2025, up from 13 in Q2 2025.
- Funds reported $143M of Hartford Strategic Income ETF stock for Q3 2025, up 28% quarter-over-quarter.
- 18 funds opened new Hartford Strategic Income ETF positions in Q3 2025 and 1 closed out, a net change of +17 holders.
- The largest Hartford Strategic Income ETF buyer in Q3 2025 was Osaic Holdings, an estimated $9.22M added.
- The largest Hartford Strategic Income ETF seller in Q3 2025 was Wellington Management Group, an estimated $8.02M sold.
Based on aggregated 13F filings for Q3 2025.