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HFSI

Hartford Strategic Income ETF
HFSI

4 hedge funds and large institutions have $22.5M invested in Hartford Strategic Income ETF in 2022 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding

Funds holding: 2 → 4 (+2)

1% less capital invested

Capital invested by funds: $22.7M → $22.5M (-$154K)

Holders
4
Holders Change
+2
Holders Change %
+100%
% of All Funds
0.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
1
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WWMSC
Wagner Wealth Management (South Carolina)
South Carolina
+$1.8M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$219K
3
UBS Group
UBS Group
Switzerland
+$385

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$20.6M – – –
WWMSC
2
Wagner Wealth Management (South Carolina)
South Carolina
$1.72M +$1.8M +51,547 New
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$207K +$219K +6,243 New
UBS Group
4
UBS Group
Switzerland
$1K +$385 +11 +220%

HFSI Hedge Fund Activity: Q2 2022 in Review

4 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in Hartford Strategic Income ETF (HFSI) for Q2 2022, worth a combined $22.5M — down 0.68% from $22.7M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new HFSI positions and 0 closed out — a net gain of 2 holders — while 1 added to existing stakes and 0 trimmed.

The largest buyer was Wagner Wealth Management (South Carolina), opening a new position worth an estimated $1.8M.

  • 4 institutional investors held Hartford Strategic Income ETF (HFSI) as of Q2 2022, up from 2 in Q1 2022.
  • Funds reported $22.5M of Hartford Strategic Income ETF stock for Q2 2022, down 0.68% quarter-over-quarter.
  • 2 funds opened new Hartford Strategic Income ETF positions in Q2 2022 and 0 closed out, a net change of +2 holders.
  • The largest Hartford Strategic Income ETF buyer in Q2 2022 was Wagner Wealth Management (South Carolina), an estimated $1.8M added.

Based on aggregated 13F filings for Q2 2022.