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HFSI

Hartford Strategic Income ETF

4 hedge funds and large institutions have $22.8M invested in Hartford Strategic Income ETF in 2022 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 3 increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $22.5M → $22.8M (+$265K)

0% more funds holding

Funds holding: 44 (0)

Holders
4
Holders Change
Holders Change %
0%
% of All Funds
0.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
3
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$19.6M
WWMSC
2
Wagner Wealth Management (South Carolina)
South Carolina
$2.81M +$1.25M +37,306 +72%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$385K +$194K +5,790 +93%
UBS Group
4
UBS Group
Switzerland
$1K +$535 +16 +100%

HFSI Hedge Fund Activity: Q3 2022 in Review

4 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Hartford Strategic Income ETF (HFSI) for Q3 2022, worth a combined $22.8M — up 1.2% from $22.5M a quarter earlier.

Fund positioning in HFSI was balanced in Q3 2022: 0 funds opened new positions, 0 closed out, 3 added to existing stakes and 0 trimmed.

The largest buyer was Wagner Wealth Management (South Carolina), adding an estimated $1.25M.

  • 4 institutional investors held Hartford Strategic Income ETF (HFSI) as of Q3 2022, unchanged from Q2 2022.
  • Funds reported $22.8M of Hartford Strategic Income ETF stock for Q3 2022, up 1.2% quarter-over-quarter.
  • 0 funds opened new Hartford Strategic Income ETF positions in Q3 2022 and 0 closed out.
  • The largest Hartford Strategic Income ETF buyer in Q3 2022 was Wagner Wealth Management (South Carolina), an estimated $1.25M added.

Based on aggregated 13F filings for Q3 2022.