Hartford Strategic Income ETF
HFSI
9 hedge funds and large institutions have $30M invested in Hartford Strategic Income ETF in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
29% more funds holding
Funds holding: 7 → 9 (+2)
3.47% less ownership
Funds ownership: 57.22% → 53.75% (-3.5%)
9% less capital invested
Capital invested by funds: $33.1M → $30M (-$3.08M)
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$153K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$76.4K |
| 3 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
+$28.4K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$3.34K |
| 5 |
Morgan Stanley
New York
|
+$34 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.85M |
| 2 |
WWMSC
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
-$748K |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$530K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$34.9K |
HFSI Hedge Fund Activity: Q2 2024 in Review
9 of the 6,937 institutional investors tracked by Wall St. Rank reported a position in Hartford Strategic Income ETF (HFSI) for Q2 2024, worth a combined $30M — down 9.3% from $33.1M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new HFSI positions and 1 closed out — a net gain of 2 holders — while 2 added to existing stakes and 3 trimmed.
The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $153K. The largest seller was Jane Street, cutting an estimated $1.85M.
- 9 institutional investors held Hartford Strategic Income ETF (HFSI) as of Q2 2024, up from 7 in Q1 2024.
- Funds reported $30M of Hartford Strategic Income ETF stock for Q2 2024, down 9.3% quarter-over-quarter.
- 3 funds opened new Hartford Strategic Income ETF positions in Q2 2024 and 1 closed out, a net change of +2 holders.
- The largest Hartford Strategic Income ETF buyer in Q2 2024 was Wealth Enhancement Advisory Services, an estimated $153K added.
- The largest Hartford Strategic Income ETF seller in Q2 2024 was Jane Street, an estimated $1.85M sold.
Based on aggregated 13F filings for Q2 2024.