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HFSI

Hartford Strategic Income ETF

55 hedge funds and large institutions have $318M invested in Hartford Strategic Income ETF in 2025 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 18 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

650% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 4

500% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 3

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

123% more capital invested

Capital invested by funds: $143M → $318M (+$176M)

83% more funds holding

Funds holding: 3055 (+25)

8.21% more ownership

Funds ownership: 72.2%80.41% (+8.2%)

Holders
55
Holders Change
+25
Holders Change %
+83.33%
% of All Funds
0.67%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.06%
New
30
Increased
18
Reduced
3
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SA
26
Sonoma Allocations
California
$1.52M -$788K -22,063 -34%
HPC
27
Hobart Private Capital
North Carolina
$945K +$951K +26,627 New
Goldman Sachs
28
Goldman Sachs
New York
$880K +$885K +24,795 New
LOIM
29
Liberty One Investment Management
Illinois
$835K +$840K +23,526 New
RPGK
30
Retirement Planning Group (Kansas)
Kansas
$724K +$729K +20,411 New
Mariner
31
Mariner
Kansas
$682K -$48.4K -1,355 -7%
AF
32
Advisornet Financial
Minnesota
$665K +$669K +18,750 New
AWA
33
Arkadios Wealth Advisors
Georgia
$611K +$323K +9,050 +111%
MF
34
Meridian Financial
Massachusetts
$389K +$391K +10,950 New
GWP
35
Gateway Wealth Partners
Wisconsin
$377K +$380K +10,635 New
MML Investors Services
36
MML Investors Services
Massachusetts
$359K +$361K +10,121 New
BFWM
37
Bright Futures Wealth Management
New York
$329K +$331K +9,266 New
CWS
38
Cypress Wealth Services
California
$303K +$305K +8,532 New
CIAS
39
Capital Investment Advisory Services
North Carolina
$272K +$273K +7,659 New
DADC
40
D.A. Davidson & Co
Montana
$268K +$269K +7,540 New
CPWL
41
Coquina Private Wealth LLC
Florida
$263K +$264K +7,402 New
AWM
42
Axxcess Wealth Management
California
$248K
SFGM
43
Stonebridge Financial Group (Missouri)
Missouri
$240K +$241K +6,752 New
SPIA
44
Steward Partners Investment Advisory
New York
$236K +$238K +6,652 New
ALC
45
Alexander Labrunerie & Co
Missouri
$233K
WETS
46
Wealth Enhancement Trust Services
South Dakota
$162K +$163K +4,558 New
CAL
47
Capital Analysts LLC
Pennsylvania
$84K +$84.8K +2,375 New
GWM
48
Geneos Wealth Management
Colorado
$78.2K
IA
49
IFP Advisors
Florida
$41K +$25.2K +705 +156%
KAS
50
Kestra Advisory Services
Texas
$39.2K +$39.4K +1,104 New