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 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Wellington Management Group
Boston,
Massachusetts
| $21M | – | – | – |
|
|
2
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| $5.03M | +$153K | +4,532 | +3% |
|
|
3
Citadel Advisors
Miami,
Florida
| $2.32M | -$34.9K | -1,034 | -1% |
|
|
4
Jane Street
New York
| $1.45M | -$1.85M | -54,832 | -56% |
|
|
5
Osaic Holdings
Scottsdale,
Arizona
| $148K | +$76.4K | +2,265 | +108% |
|
|
6
Bank of Montreal
Toronto,
Ontario, Canada
| $48.6K | -$530K | -15,719 | -92% |
|
|
BFEC
7
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $28K | +$28.4K | +841 | New |
|
|
8
UBS Group
Zurich,
Switzerland
| $3.35K | +$3.34K | +99 | New |
|
|
9
Morgan Stanley
New York
| $60 | +$34 | +1 | New |
|
|
WWMSC
10
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
| – | -$748K | -21,980 | Closed |
|
HFSI Hedge Fund Activity: Q2 2024 in Review
9 of the 6,925 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.