Hartford Strategic Income ETF
HFSI
8 hedge funds and large institutions have $46.6M invested in Hartford Strategic Income ETF in 2024 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 1 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
46% more capital invested
Capital invested by funds: $32M → $46.6M (+$14.7M)
33% more funds holding
Funds holding: 6 → 8 (+2)
8.61% more ownership
Funds ownership: 54.69% → 63.3% (+8.6%)
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Centric Wealth Management
Chicago,
Illinois
|
+$11.1M |
| 2 |
HFM
Hartford Funds Management
Wayne,
Pennsylvania
|
+$6.45M |
| 3 |
NAM
NorthCrest Asset Manangement
Plymouth,
Minnesota
|
+$214K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$60.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$939K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$844K |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$10.1K |
| 4 |
Morgan Stanley
New York
|
-$64 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Wellington Management Group
Boston,
Massachusetts
| $21.2M | – | – | – |
|
|
CWM
2
Centric Wealth Management
Chicago,
Illinois
| $10.9M | +$11.1M | +317,447 | New |
|
|
HFM
3
Hartford Funds Management
Wayne,
Pennsylvania
| $6.33M | +$6.45M | +184,558 | New |
|
|
4
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| $6.28M | -$10.1K | -288 | -0.2% |
|
|
5
Citadel Advisors
Miami,
Florida
| $984K | -$844K | -24,140 | -46% |
|
|
6
Jane Street
New York
| $457K | -$939K | -26,869 | -67% |
|
|
7
Osaic Holdings
Scottsdale,
Arizona
| $257K | +$60.5K | +1,731 | +30% |
|
|
NAM
8
NorthCrest Asset Manangement
Plymouth,
Minnesota
| $210K | +$214K | +6,130 | New |
|
|
9
Morgan Stanley
New York
| – | -$64 | -1 | Closed |
|
HFSI Hedge Fund Activity: Q4 2024 in Review
8 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Hartford Strategic Income ETF (HFSI) for Q4 2024, worth a combined $46.6M — up 46% from $32M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new HFSI positions and 1 closed out — a net gain of 2 holders — while 1 added to existing stakes and 3 trimmed.
The largest buyer was Centric Wealth Management, opening a new position worth an estimated $11.1M. The largest seller was Jane Street, cutting an estimated $939K.
- 8 institutional investors held Hartford Strategic Income ETF (HFSI) as of Q4 2024, up from 6 in Q3 2024.
- Funds reported $46.6M of Hartford Strategic Income ETF stock for Q4 2024, up 46% quarter-over-quarter.
- 3 funds opened new Hartford Strategic Income ETF positions in Q4 2024 and 1 closed out, a net change of +2 holders.
- The largest Hartford Strategic Income ETF buyer in Q4 2024 was Centric Wealth Management, an estimated $11.1M added.
- The largest Hartford Strategic Income ETF seller in Q4 2024 was Jane Street, an estimated $939K sold.
Based on aggregated 13F filings for Q4 2024.