Hartford Strategic Income ETF
HFSI
7 hedge funds and large institutions have $33.1M invested in Hartford Strategic Income ETF in 2024 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 1
17% more funds holding
Funds holding: 6 → 7 (+1)
4.9% less ownership
Funds ownership: 62.12% → 57.22% (-4.9%)
13% less capital invested
Capital invested by funds: $37.9M → $33.1M (-$4.84M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$1.73M |
| 2 |
Jane Street
New York
|
+$1.14M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$761K |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$359K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$71.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WWMSC
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
-$8.99M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Wellington Management Group
Boston,
Massachusetts
| $21.1M | – | – | – |
|
|
2
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| $4.9M | +$761K | +22,440 | +18% |
|
|
3
Jane Street
New York
| $3.33M | +$1.14M | +33,768 | +53% |
|
|
4
Citadel Advisors
Miami,
Florida
| $2.37M | +$1.73M | +50,936 | +271% |
|
|
WWMSC
5
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
| $748K | -$8.99M | -265,210 | -92% |
|
|
6
Bank of Montreal
Toronto,
Ontario, Canada
| $584K | +$359K | +10,576 | +161% |
|
|
7
Osaic Holdings
Scottsdale,
Arizona
| $71.5K | +$71.2K | +2,100 | New |
|
HFSI Hedge Fund Activity: Q1 2024 in Review
7 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Hartford Strategic Income ETF (HFSI) for Q1 2024, worth a combined $33.1M — down 13% from $37.9M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new HFSI positions and 0 closed out — a net gain of 1 holder — while 4 added to existing stakes and 1 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $1.73M. The largest seller was Wagner Wealth Management (South Carolina), cutting an estimated $8.99M.
- 7 institutional investors held Hartford Strategic Income ETF (HFSI) as of Q1 2024, up from 6 in Q4 2023.
- Funds reported $33.1M of Hartford Strategic Income ETF stock for Q1 2024, down 13% quarter-over-quarter.
- 1 fund opened new Hartford Strategic Income ETF positions in Q1 2024 and 0 closed out, a net change of +1 holder.
- The largest Hartford Strategic Income ETF buyer in Q1 2024 was Citadel Advisors, an estimated $1.73M added.
- The largest Hartford Strategic Income ETF seller in Q1 2024 was Wagner Wealth Management (South Carolina), an estimated $8.99M sold.
Based on aggregated 13F filings for Q1 2024.