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HFSI

Hartford Strategic Income ETF
HFSI

12 hedge funds and large institutions have $97.4M invested in Hartford Strategic Income ETF in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

109% more capital invested

Capital invested by funds: $46.6M → $97.4M (+$50.8M)

100% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 2

50% more funds holding

Funds holding: 8 → 12 (+4)

19.63% more ownership

Funds ownership: 63.3% → 82.93% (+20%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
12
Holders Change
+4
Holders Change %
+50%
% of All Funds
0.16%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
6
Increased
4
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HFM
Hartford Funds Management
Pennsylvania
+$43.8M
2
MWM
Modern Wealth Management
Kansas
+$8.28M
3
SB
Strategic Blueprint
Georgia
+$1.58M
4
Jane Street
Jane Street
New York
+$1.03M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$991K

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$4.97M
2
Citadel Advisors
Citadel Advisors
Florida
-$984K
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$566K
4
NAM
NorthCrest Asset Manangement
Minnesota
-$210K
Name Holding Trade Value Shares
Change 		Change in
Stake
HFM
1
Hartford Funds Management
Pennsylvania
$50M +$43.8M +1,263,588 +685%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$16.5M -$4.97M -143,500 -23%
CWM
3
Centric Wealth Management
Illinois
$11.6M +$666K +19,225 +6%
MWM
4
Modern Wealth Management
Kansas
$8.26M +$8.28M +238,940 New
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$5.77M -$566K -16,333 -9%
SB
6
Strategic Blueprint
Georgia
$1.57M +$1.58M +45,537 New
Jane Street
7
Jane Street
New York
$1.49M +$1.03M +29,793 +223%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$988K +$991K +28,596 New
Mariner
9
Mariner
Kansas
$487K +$489K +14,109 New
Osaic Holdings
10
Osaic Holdings
Arizona
$455K +$196K +5,655 +75%
MML Investors Services
11
MML Investors Services
Massachusetts
$269K +$270K +7,797 New
Morgan Stanley
12
Morgan Stanley
New York
$123 +$104 +3 New
Citadel Advisors
13
Citadel Advisors
Florida
– -$984K -28,685 Closed
NAM
14
NorthCrest Asset Manangement
Minnesota
– -$210K -6,130 Closed

HFSI Hedge Fund Activity: Q1 2025 in Review

12 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Hartford Strategic Income ETF (HFSI) for Q1 2025, worth a combined $97.4M — up 109% from $46.6M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new HFSI positions and 2 closed out — a net gain of 4 holders — while 4 added to existing stakes and 2 trimmed.

The largest buyer was Hartford Funds Management, adding an estimated $43.8M. The largest seller was Wellington Management Group, cutting an estimated $4.97M.

  • 12 institutional investors held Hartford Strategic Income ETF (HFSI) as of Q1 2025, up from 8 in Q4 2024.
  • Funds reported $97.4M of Hartford Strategic Income ETF stock for Q1 2025, up 109% quarter-over-quarter.
  • 6 funds opened new Hartford Strategic Income ETF positions in Q1 2025 and 2 closed out, a net change of +4 holders.
  • The largest Hartford Strategic Income ETF buyer in Q1 2025 was Hartford Funds Management, an estimated $43.8M added.
  • The largest Hartford Strategic Income ETF seller in Q1 2025 was Wellington Management Group, an estimated $4.97M sold.

Based on aggregated 13F filings for Q1 2025.