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HFSI

Hartford Strategic Income ETF

30 hedge funds and large institutions have $143M invested in Hartford Strategic Income ETF in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,700% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 1

200% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 3

131% more funds holding

Funds holding: 1330 (+17)

28% more capital invested

Capital invested by funds: $111M → $143M (+$31.4M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

9.32% less ownership

Funds ownership: 81.52%72.2% (-9.3%)

Holders
30
Holders Change
+17
Holders Change %
+130.77%
% of All Funds
0.39%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
18
Increased
9
Reduced
3
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HFM
1
Hartford Funds Management
Pennsylvania
$55.9M -$3.45M -97,875 -6%
MWM
2
Modern Wealth Management
Kansas
$18.4M +$6.47M +183,549 +55%
CWM
3
Centric Wealth Management
Illinois
$13.2M +$443K +12,557 +4%
Osaic Holdings
4
Osaic Holdings
Arizona
$10.1M +$9.22M +261,466 +1,067%
Stifel Financial
5
Stifel Financial
Missouri
$7.88M +$7.82M +221,670 New
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$6.73M +$326K +9,242 +5%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$5.17M -$8.02M -227,600 -61%
SF
8
Summit Financial
New Jersey
$4.63M +$4.59M +130,259 New
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$4.63M +$4.59M +130,156 New
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$2.56M +$2.54M +72,072 New
SA
11
Sonoma Allocations
California
$2.32M +$2.28M +64,764 New
SB
12
Strategic Blueprint
Georgia
$2.02M +$236K +6,694 +13%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$2M +$658K +18,650 +49%
SA
14
Sanctuary Advisors
Indiana
$1.88M +$353K +10,017 +23%
JP Morgan Chase
15
JP Morgan Chase
New York
$1.74M +$309K +8,773 +22%
Mariner
16
Mariner
Kansas
$731K -$2.75K -78 -0.4%
Citadel Advisors
17
Citadel Advisors
Florida
$731K +$725K +20,555 New
KA
18
Kovack Advisors
Florida
$377K +$373K +10,590 New
Raymond James Financial
19
Raymond James Financial
Florida
$366K +$362K +10,281 New
AWA
20
Arkadios Wealth Advisors
Georgia
$290K +$288K +8,167 New
AWM
21
Axxcess Wealth Management
California
$248K +$246K +6,983 New
ALC
22
Alexander Labrunerie & Co
Missouri
$234K +$232K +6,574 New
BCG
23
Breakwater Capital Group
New Jersey
$222K +$220K +6,232 New
GWM
24
Geneos Wealth Management
Colorado
$78.4K +$77.7K +2,204 New
BWL
25
Bogart Wealth LLC
Virginia
$19.8K +$19.7K +558 New

HFSI Hedge Fund Activity: Q3 2025 in Review

30 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Hartford Strategic Income ETF (HFSI) for Q3 2025, worth a combined $143M — up 28% from $111M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new HFSI positions and 1 closed out — a net gain of 17 holders — while 9 added to existing stakes and 3 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $9.22M. The largest seller was Wellington Management Group, cutting an estimated $8.02M.

  • 30 institutional investors held Hartford Strategic Income ETF (HFSI) as of Q3 2025, up from 13 in Q2 2025.
  • Funds reported $143M of Hartford Strategic Income ETF stock for Q3 2025, up 28% quarter-over-quarter.
  • 18 funds opened new Hartford Strategic Income ETF positions in Q3 2025 and 1 closed out, a net change of +17 holders.
  • The largest Hartford Strategic Income ETF buyer in Q3 2025 was Osaic Holdings, an estimated $9.22M added.
  • The largest Hartford Strategic Income ETF seller in Q3 2025 was Wellington Management Group, an estimated $8.02M sold.

Based on aggregated 13F filings for Q3 2025.