Hartford Strategic Income ETF
HFSI
6 hedge funds and large institutions have $33.8M invested in Hartford Strategic Income ETF in 2023 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 1 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
0% more capital invested
Capital invested by funds: $33.7M → $33.8M (+$147K)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
1.57% less ownership
Funds ownership: 63.26% → 61.68% (-1.6%)
14% less funds holding
Funds holding: 7 → 6 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WWMSC
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
+$2.04M |
| 2 |
Jane Street
New York
|
+$456K |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$328K |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$141K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$759K |
| 2 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$506K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Wellington Management Group
Boston,
Massachusetts
| $20M | – | – | – |
|
|
WWMSC
2
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
| $10M | +$2.04M | +61,858 | +25% |
|
|
3
Jane Street
New York
| $2.05M | +$456K | +13,800 | +28% |
|
|
4
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| $1.2M | +$328K | +9,934 | +36% |
|
|
5
Citadel Advisors
Miami,
Florida
| $404K | -$759K | -22,972 | -65% |
|
|
6
Bank of Montreal
Toronto,
Ontario, Canada
| $142K | +$141K | +4,282 | New |
|
|
OIA
7
OneDigital Investment Advisors
Overland Park,
Kansas
| – | -$506K | -15,201 | Closed |
|
HFSI Hedge Fund Activity: Q3 2023 in Review
6 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Hartford Strategic Income ETF (HFSI) for Q3 2023, worth a combined $33.8M — up 0.44% from $33.7M a quarter earlier.
Fund positioning in HFSI was balanced in Q3 2023: 1 fund opened new positions, 1 closed out, 3 added to existing stakes and 1 trimmed.
The largest buyer was Wagner Wealth Management (South Carolina), adding an estimated $2.04M. The largest seller was Citadel Advisors, cutting an estimated $759K.
- 6 institutional investors held Hartford Strategic Income ETF (HFSI) as of Q3 2023, down from 7 in Q2 2023.
- Funds reported $33.8M of Hartford Strategic Income ETF stock for Q3 2023, up 0.44% quarter-over-quarter.
- 1 fund opened new Hartford Strategic Income ETF positions in Q3 2023 and 1 closed out, a net change of 0 holders.
- The largest Hartford Strategic Income ETF buyer in Q3 2023 was Wagner Wealth Management (South Carolina), an estimated $2.04M added.
- The largest Hartford Strategic Income ETF seller in Q3 2023 was Citadel Advisors, an estimated $759K sold.
Based on aggregated 13F filings for Q3 2023.