Hartford Strategic Income ETF
HFSI
7 hedge funds and large institutions have $33.7M invested in Hartford Strategic Income ETF in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 0 closing their positions.
40% more funds holding
Funds holding: 5 → 7 (+2)
20% more capital invested
Capital invested by funds: $28.1M → $33.7M (+$5.55M)
5.51% more ownership
Funds ownership: 57.75% → 63.26% (+5.5%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WWMSC
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
+$2.84M |
| 2 |
Jane Street
New York
|
+$1.67M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$1.19M |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$202K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$23.5K |
| 2 |
TF
TimeScale Financial
Danvers,
Massachusetts
|
-$23.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Wellington Management Group
Boston,
Massachusetts
| $20.6M | – | – | – |
|
|
WWMSC
2
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
| $8.28M | +$2.84M | +84,867 | +52% |
|
|
3
Jane Street
New York
| $1.66M | +$1.67M | +49,775 | New |
|
|
4
Citadel Advisors
Miami,
Florida
| $1.18M | +$1.19M | +35,512 | New |
|
|
5
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| $910K | +$202K | +6,033 | +28% |
|
|
OIA
6
OneDigital Investment Advisors
Overland Park,
Kansas
| $506K | -$23.5K | -703 | -4% |
|
|
TF
7
TimeScale Financial
Danvers,
Massachusetts
| $506K | -$23.5K | -703 | -4% |
|
HFSI Hedge Fund Activity: Q2 2023 in Review
7 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Hartford Strategic Income ETF (HFSI) for Q2 2023, worth a combined $33.7M — up 20% from $28.1M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new HFSI positions and 0 closed out — a net gain of 2 holders — while 2 added to existing stakes and 2 trimmed.
The largest buyer was Wagner Wealth Management (South Carolina), adding an estimated $2.84M. The largest seller was OneDigital Investment Advisors, cutting an estimated $23.5K.
- 7 institutional investors held Hartford Strategic Income ETF (HFSI) as of Q2 2023, up from 5 in Q1 2023.
- Funds reported $33.7M of Hartford Strategic Income ETF stock for Q2 2023, up 20% quarter-over-quarter.
- 2 funds opened new Hartford Strategic Income ETF positions in Q2 2023 and 0 closed out, a net change of +2 holders.
- The largest Hartford Strategic Income ETF buyer in Q2 2023 was Wagner Wealth Management (South Carolina), an estimated $2.84M added.
- The largest Hartford Strategic Income ETF seller in Q2 2023 was OneDigital Investment Advisors, an estimated $23.5K sold.
Based on aggregated 13F filings for Q2 2023.