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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
CIA
51
Concurrent Investment Advisors
Florida
$355K +$363K +10,230 New
MF
52
Meridian Financial
Massachusetts
$345K -$35.5K -1,000 -9%
BFWM
53
Bright Futures Wealth Management
New York
$313K -$9.33K -263 -3%
CWS
54
Cypress Wealth Services
California
$301K +$4.68K +132 +2%
CPWL
55
Coquina Private Wealth LLC
Florida
$276K +$19.4K +547 +7%
CIAS
56
Capital Investment Advisory Services
North Carolina
$266K
SFGM
57
Stonebridge Financial Group (Missouri)
Missouri
$238K +$3.69K +104 +2%
ALC
58
Alexander Labrunerie & Co
Missouri
$228K
Goldman Sachs
59
Goldman Sachs
New York
$226K -$649K -18,293 -74%
CAL
60
Capital Analysts LLC
Pennsylvania
$181K +$100K +2,831 +119%
WETS
61
Wealth Enhancement Trust Services
South Dakota
$162K +$4.08K +115 +3%
GWM
62
Geneos Wealth Management
Colorado
$73K -$3.62K -102 -5%
IA
63
IFP Advisors
Florida
$62.6K +$23K +647 +56%
GSEP
64
Golden State Equity Partners
California
$35K +$35.8K +1,008 New
BWL
65
Bogart Wealth LLC
Virginia
$24.8K +$390 +11 +2%
IAIM
66
International Assets Investment Management
Florida
$18.4K +$18.8K +530 New
FFA
67
Farther Finance Advisors
California
$11K +$5.18K +146 +86%
Morgan Stanley
68
Morgan Stanley
New York
$4.29K -$12.8K -362 -75%
DADC
69
D.A. Davidson & Co
Montana
-$268K -7,540 Closed
AWM
70
Axxcess Wealth Management
California
-$248K -6,983 Closed
KAS
71
Kestra Advisory Services
Texas
-$39.2K -1,104 Closed
AF
72
Allworth Financial
California
-$7.1K -200 Closed

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.