Hartford Strategic Income ETF
HFSI
6 hedge funds and large institutions have $37.9M invested in Hartford Strategic Income ETF in 2023 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 0 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 1
12% more capital invested
Capital invested by funds: $33.8M → $37.9M (+$4.12M)
0.43% more ownership
Funds ownership: 61.68% → 62.12% (+0.43%)
0% more funds holding
Funds holding: 6 → 6 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$2.76M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$205K |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$74.8K |
| 4 |
Jane Street
New York
|
+$13.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WWMSC
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
-$777K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Wellington Management Group
Boston,
Massachusetts
| $21M | – | – | – |
|
|
WWMSC
2
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
| $9.74M | -$777K | -23,727 | -8% |
|
|
3
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| $4.12M | +$2.76M | +84,261 | +226% |
|
|
4
Jane Street
New York
| $2.17M | +$13.2K | +402 | +0.6% |
|
|
5
Citadel Advisors
Miami,
Florida
| $637K | +$205K | +6,252 | +50% |
|
|
6
Bank of Montreal
Toronto,
Ontario, Canada
| $225K | +$74.8K | +2,286 | +53% |
|
HFSI Hedge Fund Activity: Q4 2023 in Review
6 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Hartford Strategic Income ETF (HFSI) for Q4 2023, worth a combined $37.9M — up 12% from $33.8M a quarter earlier.
Fund positioning in HFSI was balanced in Q4 2023: 0 funds opened new positions, 0 closed out, 4 added to existing stakes and 1 trimmed.
The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $2.76M. The largest seller was Wagner Wealth Management (South Carolina), cutting an estimated $777K.
- 6 institutional investors held Hartford Strategic Income ETF (HFSI) as of Q4 2023, unchanged from Q3 2023.
- Funds reported $37.9M of Hartford Strategic Income ETF stock for Q4 2023, up 12% quarter-over-quarter.
- 0 funds opened new Hartford Strategic Income ETF positions in Q4 2023 and 0 closed out.
- The largest Hartford Strategic Income ETF buyer in Q4 2023 was Wealth Enhancement Advisory Services, an estimated $2.76M added.
- The largest Hartford Strategic Income ETF seller in Q4 2023 was Wagner Wealth Management (South Carolina), an estimated $777K sold.
Based on aggregated 13F filings for Q4 2023.