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HFSI

Hartford Strategic Income ETF
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

900% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 1

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

14% more capital invested

Capital invested by funds: $97.4M → $111M (+$13.7M)

8% more funds holding

Funds holding: 12 → 13 (+1)

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
Holders Change
+1
Holders Change %
+8.33%
% of All Funds
0.17%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
2
Increased
10
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HFM
Hartford Funds Management
Pennsylvania
+$7.56M
2
MWM
Modern Wealth Management
Kansas
+$3.28M
3
SA
Sanctuary Advisors
Indiana
+$1.47M
4
JP Morgan Chase
JP Morgan Chase
New York
+$1.37M
5
CWM
Centric Wealth Management
Illinois
+$707K

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$3.54M
2
MML Investors Services
MML Investors Services
Massachusetts
-$269K
Name Holding Trade Value Shares
Change 		Change in
Stake
HFM
1
Hartford Funds Management
Pennsylvania
$58.3M +$7.56M +220,922 +15%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$13M -$3.54M -103,500 -22%
CWM
3
Centric Wealth Management
Illinois
$12.5M +$707K +20,651 +6%
MWM
4
Modern Wealth Management
Kansas
$11.7M +$3.28M +95,719 +40%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$6.26M +$437K +12,757 +8%
SB
6
Strategic Blueprint
Georgia
$1.75M +$154K +4,488 +10%
Jane Street
7
Jane Street
New York
$1.74M +$229K +6,700 +16%
SA
8
Sanctuary Advisors
Indiana
$1.5M +$1.47M +42,843 New
JP Morgan Chase
9
JP Morgan Chase
New York
$1.4M +$1.37M +40,122 New
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1.32M +$311K +9,092 +32%
Osaic Holdings
11
Osaic Holdings
Arizona
$856K +$389K +11,356 +86%
Mariner
12
Mariner
Kansas
$721K +$224K +6,534 +46%
Morgan Stanley
13
Morgan Stanley
New York
$328 +$205 +6 +200%
MML Investors Services
14
MML Investors Services
Massachusetts
– -$269K -7,797 Closed

HFSI Hedge Fund Activity: Q2 2025 in Review

13 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Hartford Strategic Income ETF (HFSI) for Q2 2025, worth a combined $111M — up 14% from $97.4M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new HFSI positions and 1 closed out — a net gain of 1 holder — while 10 added to existing stakes and 1 trimmed.

The largest buyer was Hartford Funds Management, adding an estimated $7.56M. The largest seller was Wellington Management Group, cutting an estimated $3.54M.

  • 13 institutional investors held Hartford Strategic Income ETF (HFSI) as of Q2 2025, up from 12 in Q1 2025.
  • Funds reported $111M of Hartford Strategic Income ETF stock for Q2 2025, up 14% quarter-over-quarter.
  • 2 funds opened new Hartford Strategic Income ETF positions in Q2 2025 and 1 closed out, a net change of +1 holder.
  • The largest Hartford Strategic Income ETF buyer in Q2 2025 was Hartford Funds Management, an estimated $7.56M added.
  • The largest Hartford Strategic Income ETF seller in Q2 2025 was Wellington Management Group, an estimated $3.54M sold.

Based on aggregated 13F filings for Q2 2025.