Hartford Strategic Income ETF
HFSI
6 hedge funds and large institutions have $32M invested in Hartford Strategic Income ETF in 2024 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 2 closing their positions.
7% more capital invested
Capital invested by funds: $30M → $32M (+$1.97M)
0.94% more ownership
Funds ownership: 53.75% → 54.69% (+0.94%)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
33% less funds holding
Funds holding: 9 → 6 (-3)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$1.22M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$49.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$553K |
| 2 |
Jane Street
New York
|
-$94.4K |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$48.6K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$3.35K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Wellington Management Group
Boston,
Massachusetts
| $22M | – | – | – |
|
|
2
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| $6.5M | +$1.22M | +34,993 | +24% |
|
|
3
Citadel Advisors
Miami,
Florida
| $1.87M | -$553K | -15,869 | -23% |
|
|
4
Jane Street
New York
| $1.42M | -$94.4K | -2,711 | -6% |
|
|
5
Osaic Holdings
Scottsdale,
Arizona
| $205K | +$49.1K | +1,409 | +32% |
|
6
Morgan Stanley
New York
| $64 | – | – | – |
|
|
7
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$48.6K | -1,425 | Closed |
|
|
8
UBS Group
Zurich,
Switzerland
| – | -$3.35K | -99 | Closed |
|
HFSI Hedge Fund Activity: Q3 2024 in Review
6 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Hartford Strategic Income ETF (HFSI) for Q3 2024, worth a combined $32M — up 6.6% from $30M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of HFSI and 0 opened new positions — a net loss of 2 holders — while 2 trimmed existing stakes and 2 added.
The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $1.22M. The largest seller was Citadel Advisors, cutting an estimated $553K.
- 6 institutional investors held Hartford Strategic Income ETF (HFSI) as of Q3 2024, down from 9 in Q2 2024.
- Funds reported $32M of Hartford Strategic Income ETF stock for Q3 2024, up 6.6% quarter-over-quarter.
- 0 funds opened new Hartford Strategic Income ETF positions in Q3 2024 and 2 closed out, a net change of -2 holders.
- The largest Hartford Strategic Income ETF buyer in Q3 2024 was Wealth Enhancement Advisory Services, an estimated $1.22M added.
- The largest Hartford Strategic Income ETF seller in Q3 2024 was Citadel Advisors, an estimated $553K sold.
Based on aggregated 13F filings for Q3 2024.