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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
BWL
51
Bogart Wealth LLC
Virginia
$24.9K +$5.18K +145 +26%
Morgan Stanley
52
Morgan Stanley
New York
$17.2K +$15.4K +431 +798%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$12K +$11.8K +330 New
AF
54
Allworth Financial
California
$7.1K +$7.14K +200 New
FFA
55
Farther Finance Advisors
California
$6K +$2.21K +62 +58%
Wellington Management Group
56
Wellington Management Group
Massachusetts
-$5.17M -145,400 Closed
Envestnet Asset Management
57
Envestnet Asset Management
Illinois
-$4.63M -130,156 Closed
Citadel Advisors
58
Citadel Advisors
Florida
-$731K -20,555 Closed
BCG
59
Breakwater Capital Group
New Jersey
-$222K -6,232 Closed