HFSI
Hartford Strategic Income ETF
HFSI
HFSI
13 hedge funds and large institutions have $111M invested in Hartford Strategic Income ETF in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 1 reducing their positions, and 1 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1.4% less ownership
Funds ownership: 82.93% → 81.52% (-1.4%)
Holders
13
Holding in Top 10
2
Calls
–
Puts
–
Top Buyers
| 1 | +$7.71M | |
| 2 | +$3.34M | |
| 3 | +$1.5M | |
| 4 |
JP Morgan Chase
New York
|
+$1.4M |
| 5 |
CWM
Centric Wealth Management
Chicago,
Illinois
|
+$725K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HFM
1
Hartford Funds Management
Wayne,
Pennsylvania
| $58.3M |
|
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2
Wellington Management Group
Boston,
Massachusetts
| $13M |
|
|||
|
CWM
3
Centric Wealth Management
Chicago,
Illinois
| $12.5M |
|
|||
|
MWM
4
Modern Wealth Management
Lenexa,
Kansas
| $11.7M |
|
|||
5
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| $6.26M |
|
|||
|
SB
6
Strategic Blueprint
Atlanta,
Georgia
| $1.75M |
|
|||
7
Jane Street
New York
| $1.74M |
|
|||
|
SA
8
Sanctuary Advisors
Indianapolis,
Indiana
| $1.5M |
|
|||
|
9
JP Morgan Chase
New York
| $1.4M |
|
|||
10
Commonwealth Equity Services
Waltham,
Massachusetts
| $1.32M |
|
|||
11
Osaic Holdings
Scottsdale,
Arizona
| $856K |
|
|||
12
Mariner
Overland Park,
Kansas
| $721K |
|
|||
13
Morgan Stanley
New York
| $328 |
|
|||
14
MML Investors Services
Springfield,
Massachusetts
| – |
|