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
Holders
68
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
NECFA
1
New England Capital Financial Advisors
Connecticut
$88.4M
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$73.7M
HFM
3
Hartford Funds Management
Pennsylvania
$53.4M
Bank of America
4
Bank of America
North Carolina
$42.4M
Raymond James Financial
5
Raymond James Financial
Florida
$41.3M
BEI
6
Benjamin Edwards Inc
Missouri
$33.7M
RMS
7
Retirement Management Systems
Maryland
$25.1M
MWM
8
Modern Wealth Management
Kansas
$24.6M
BFG
9
Bleakley Financial Group
New Jersey
$21.3M
NRI
10
NFP Retirement Inc
California
$20.9M
Osaic Holdings
11
Osaic Holdings
Arizona
$16.1M
CWM
12
Centric Wealth Management
Illinois
$14.4M
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$13.4M
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$11.9M
LOIP
15
Live Oak Investment Partners
Texas
$8.87M
Stifel Financial
16
Stifel Financial
Missouri
$8.34M
MA
17
Mutual Advisors
Nebraska
$7.73M
CFG
18
Citizens Financial Group
Rhode Island
$7.55M
MOS
19
MGO One Seven
Ohio
$7.33M
WAM
20
WNY Asset Management
New York
$6.25M
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$5.71M
Truist Financial
22
Truist Financial
North Carolina
$5.61M
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$5.6M
Jones Financial Companies
24
Jones Financial Companies
Missouri
$5.17M
SA
25
Sanctuary Advisors
Indiana
$4.73M