HFSI

Hartford Strategic Income ETF

54 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
Holders
54
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SA
26
Sonoma Allocations
California
$1.52M
HPC
27
Hobart Private Capital
North Carolina
$945K
Goldman Sachs
28
Goldman Sachs
New York
$880K
LOIM
29
Liberty One Investment Management
Illinois
$835K
RPGK
30
Retirement Planning Group (Kansas)
Kansas
$724K
Mariner
31
Mariner
Kansas
$682K
AF
32
Advisornet Financial
Minnesota
$665K
AWA
33
Arkadios Wealth Advisors
Georgia
$611K
MF
34
Meridian Financial
Massachusetts
$389K
GWP
35
Gateway Wealth Partners
Wisconsin
$377K
MML Investors Services
36
MML Investors Services
Massachusetts
$359K
BFWM
37
Bright Futures Wealth Management
New York
$329K
CWS
38
Cypress Wealth Services
California
$303K
CIAS
39
Capital Investment Advisory Services
North Carolina
$272K
DADC
40
D.A. Davidson & Co
Montana
$268K
CPWL
41
Coquina Private Wealth LLC
Florida
$263K
AWM
42
Axxcess Wealth Management
California
$248K
SFGM
43
Stonebridge Financial Group (Missouri)
Missouri
$240K
SPIA
44
Steward Partners Investment Advisory
New York
$236K
WETS
45
Wealth Enhancement Trust Services
South Dakota
$162K
CAL
46
Capital Analysts LLC
Pennsylvania
$84K
GWM
47
Geneos Wealth Management
Colorado
$78.2K
IA
48
IFP Advisors
Florida
$41K
KAS
49
Kestra Advisory Services
Texas
$39.2K
BWL
50
Bogart Wealth LLC
Virginia
$24.9K