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HFSI

Hartford Strategic Income ETF

68 hedge funds and large institutions have $595M invested in Hartford Strategic Income ETF in 2026 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 38 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 4

245% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 11

87% more capital invested

Capital invested by funds: $318M → $595M (+$277M)

24% more funds holding

Funds holding: 5568 (+13)

3.99% more ownership

Funds ownership: 80.41%84.4% (+4%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
68
Holders Change
+13
Holders Change %
+23.64%
% of All Funds
0.84%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
17
Increased
38
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NECFA
1
New England Capital Financial Advisors
Connecticut
$88.4M +$79.1M +2,228,972 +705%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$73.7M +$11.9M +334,128 +19%
HFM
3
Hartford Funds Management
Pennsylvania
$53.4M -$1.23M -34,603 -2%
Bank of America
4
Bank of America
North Carolina
$42.4M +$43.3M +1,221,387 New
Raymond James Financial
5
Raymond James Financial
Florida
$41.3M +$23.3M +656,707 +123%
BEI
6
Benjamin Edwards Inc
Missouri
$33.7M +$34.5M +971,387 New
RMS
7
Retirement Management Systems
Maryland
$25.1M +$2.51M +70,594 +11%
MWM
8
Modern Wealth Management
Kansas
$24.6M +$2.68M +75,521 +12%
BFG
9
Bleakley Financial Group
New Jersey
$21.3M -$1.49M -42,036 -6%
NRI
10
NFP Retirement Inc
California
$20.9M +$21.3M +601,079 New
Osaic Holdings
11
Osaic Holdings
Arizona
$16.1M +$737K +20,774 +5%
CWM
12
Centric Wealth Management
Illinois
$14.4M +$912K +25,705 +7%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$13.4M +$13.7M +385,482 +116,813%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$11.9M +$12.2M +344,031 New
LOIP
15
Live Oak Investment Partners
Texas
$8.87M +$2.76M +77,784 +44%
Stifel Financial
16
Stifel Financial
Missouri
$8.34M +$655K +18,451 +8%
MA
17
Mutual Advisors
Nebraska
$7.73M +$7.9M +222,529 New
CFG
18
Citizens Financial Group
Rhode Island
$7.55M +$3.59M +101,257 +88%
MOS
19
MGO One Seven
Ohio
$7.33M +$2.36M +66,443 +46%
WAM
20
WNY Asset Management
New York
$6.25M +$6.39M +180,087 New
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$5.71M +$2.24M +63,139 +62%
Truist Financial
22
Truist Financial
North Carolina
$5.61M +$5.73M +161,539 New
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$5.6M -$1.33M -37,388 -19%
Jones Financial Companies
24
Jones Financial Companies
Missouri
$5.17M +$3.47M +97,694 +190%
SA
25
Sanctuary Advisors
Indiana
$4.73M +$1.91M +53,786 +65%