HFSI

Hartford Strategic Income ETF

54 hedge funds and large institutions have $318M invested in Hartford Strategic Income ETF in 2025 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 18 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
54
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$63.5M
HFM
2
Hartford Funds Management
Pennsylvania
$55.7M
BFG
3
Bleakley Financial Group
New Jersey
$23.2M
RMS
4
Retirement Management Systems
Maryland
$23.2M
MWM
5
Modern Wealth Management
Kansas
$22.4M
Raymond James Financial
6
Raymond James Financial
Florida
$18.9M
Osaic Holdings
7
Osaic Holdings
Arizona
$15.7M
CWM
8
Centric Wealth Management
Illinois
$13.7M
NECFA
9
New England Capital Financial Advisors
Connecticut
$11.2M
Stifel Financial
10
Stifel Financial
Missouri
$7.87M
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$7.05M
LOIP
12
Live Oak Investment Partners
Texas
$6.31M
MOS
13
MGO One Seven
Ohio
$5.13M
CFG
14
Citizens Financial Group
Rhode Island
$4.12M
SF
15
Summit Financial
New Jersey
$4.11M
CWAI
16
Core Wealth Advisors (Indiana)
Indiana
$3.76M
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$3.59M
SA
18
Sanctuary Advisors
Indiana
$2.93M
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$2.88M
CSP
20
Cary Street Partners
Virginia
$2.34M
SB
21
Strategic Blueprint
Georgia
$2.26M
SPW
22
Surience Private Wealth
Washington
$2.18M
JP Morgan Chase
23
JP Morgan Chase
New York
$1.91M
Jones Financial Companies
24
Jones Financial Companies
Missouri
$1.82M
KA
25
Kovack Advisors
Florida
$1.68M