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HFSI

Hartford Strategic Income ETF

55 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

650% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 4

500% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 3

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

123% more capital invested

Capital invested by funds: $143M → $318M (+$176M)

83% more funds holding

Funds holding: 3055 (+25)

8.21% more ownership

Funds ownership: 72.2%80.41% (+8.2%)

Holders
55
Holders Change
+25
Holders Change %
+83.33%
% of All Funds
0.67%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.06%
New
30
Increased
18
Reduced
3
Closed
4
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 +$63.9M +1,789,163 New
HFM
2
Hartford Funds Management
Pennsylvania
$55.7M
BFG
3
Bleakley Financial Group
New Jersey
$23.2M +$23.4M +655,048 New
RMS
4
Retirement Management Systems
Maryland
$23.2M +$23.3M +652,544 New
MWM
5
Modern Wealth Management
Kansas
$22.4M +$4.01M +112,275 +22%
Raymond James Financial
6
Raymond James Financial
Florida
$18.9M +$18.6M +521,590 +5,073%
Osaic Holdings
7
Osaic Holdings
Arizona
$15.7M +$5.56M +155,669 +54%
CWM
8
Centric Wealth Management
Illinois
$13.7M +$572K +16,027 +4%
NECFA
9
New England Capital Financial Advisors
Connecticut
$11.2M +$11.3M +315,964 New
Stifel Financial
10
Stifel Financial
Missouri
$7.87M +$4.11K +115 +0.1%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$7.05M +$326K +9,141 +5%
LOIP
12
Live Oak Investment Partners
Texas
$6.31M +$6.35M +177,723 New
MOS
13
MGO One Seven
Ohio
$5.13M +$5.16M +144,640 New
CFG
14
Citizens Financial Group
Rhode Island
$4.12M +$4.11M +115,190 New
SF
15
Summit Financial
New Jersey
$4.11M -$551K -15,421 -12%
CWAI
16
Core Wealth Advisors (Indiana)
Indiana
$3.76M +$3.78M +105,892 New
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$3.59M +$1.6M +44,914 +80%
SA
18
Sanctuary Advisors
Indiana
$2.93M +$1.06M +29,720 +56%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$2.88M +$324K +9,081 +13%
CSP
20
Cary Street Partners
Virginia
$2.34M +$2.36M +66,003 New
SB
21
Strategic Blueprint
Georgia
$2.26M +$246K +6,902 +12%
SPW
22
Surience Private Wealth
Washington
$2.18M +$2.19M +61,363 New
JP Morgan Chase
23
JP Morgan Chase
New York
$1.91M +$180K +5,043 +10%
Jones Financial Companies
24
Jones Financial Companies
Missouri
$1.82M +$1.82M +51,073 +18,916%
KA
25
Kovack Advisors
Florida
$1.68M +$1.31M +36,683 +346%