Hartford Strategic Income ETF
HFSI
5 hedge funds and large institutions have $28.1M invested in Hartford Strategic Income ETF in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 0 reducing their positions, and 2 closing their positions.
11% more capital invested
Capital invested by funds: $25.4M → $28.1M (+$2.71M)
2.32% more ownership
Funds ownership: 55.43% → 57.75% (+2.3%)
17% less funds holding
Funds holding: 6 → 5 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WWMSC
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
+$2.69M |
| 2 |
TF
TimeScale Financial
Danvers,
Massachusetts
|
+$532K |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$295K |
| 4 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$10.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.45M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$1.05K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Wellington Management Group
Boston,
Massachusetts
| $20.8M | – | – | – |
|
|
WWMSC
2
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
| $5.51M | +$2.69M | +80,562 | +96% |
|
|
3
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| $716K | +$295K | +8,825 | +71% |
|
|
OIA
4
OneDigital Investment Advisors
Overland Park,
Kansas
| $534K | +$10.5K | +314 | +2% |
|
|
TF
5
TimeScale Financial
Danvers,
Massachusetts
| $534K | +$532K | +15,904 | New |
|
|
6
Jane Street
New York
| – | -$1.45M | -44,247 | Closed |
|
|
7
UBS Group
Zurich,
Switzerland
| – | -$1.05K | -32 | Closed |
|
HFSI Hedge Fund Activity: Q1 2023 in Review
5 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Hartford Strategic Income ETF (HFSI) for Q1 2023, worth a combined $28.1M — up 11% from $25.4M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of HFSI and 1 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 3 added.
The largest buyer was Wagner Wealth Management (South Carolina), adding an estimated $2.69M. The largest seller was Jane Street, exiting entirely with an estimated $1.45M sold.
- 5 institutional investors held Hartford Strategic Income ETF (HFSI) as of Q1 2023, down from 6 in Q4 2022.
- Funds reported $28.1M of Hartford Strategic Income ETF stock for Q1 2023, up 11% quarter-over-quarter.
- 1 fund opened new Hartford Strategic Income ETF positions in Q1 2023 and 2 closed out, a net change of -1 holder.
- The largest Hartford Strategic Income ETF buyer in Q1 2023 was Wagner Wealth Management (South Carolina), an estimated $2.69M added.
- The largest Hartford Strategic Income ETF seller in Q1 2023 was Jane Street, an estimated $1.45M sold.
Based on aggregated 13F filings for Q1 2023.