Who Owns HFSI?
Hartford Strategic Income ETF — Institutional Ownership & 13F Holdings
$35.35
-0.01 (-0.04%)
Market Cap
$206.1M
Shares Outstanding
5,800,108
Institutional Holders
12
Total Inst. Value
$97.4M
% of Float Held
—
QoQ Holder Change
+5
Institutional data as of Q1 2025
New Positions
6
Closed Positions
2
Increased
4
Decreased
2
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Hartford Funds Management Co LLC | $50.0M | 1,448,146 |
| 2 | WELLINGTON MANAGEMENT GROUP LLP | $16.5M | 476,500 |
| 3 | Centric Wealth Management | $11.6M | 336,672 |
| 4 | Modern Wealth Management, LLCNew | $8.1M | 235,308 |
| 5 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $5.8M | 166,900 |
| 6 | JANE STREET GROUP, LLC | $1.6M | 47,726 |
| 7 | Strategic Blueprint, LLCNew | $1.6M | 45,537 |
| 8 | COMMONWEALTH EQUITY SERVICES, LLCNew | $988K | 28,596 |
| 9 | Mariner, LLCNew | $487K | 14,109 |
| 10 | OSAIC HOLDINGS, INC. | $455K | 13,160 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Hartford Funds Management Co LLC | +1.3M | $50.0M |
| Centric Wealth Management | +19K | $11.6M |
| Modern Wealth Management, LLCNew | +235K | $8.1M |
| JANE STREET GROUP, LLC | +34K | $1.6M |
| Strategic Blueprint, LLCNew | +46K | $1.6M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | -144K | $16.5M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | -16K | $5.8M |
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Frequently Asked Questions
How many institutional investors hold HFSI?
As of Q1 2025, 12 institutional investors report holding HFSI (Hartford Strategic Income ETF) in their 13F filings.
Which hedge fund owns the most HFSI?
The largest institutional holder of HFSI is Hartford Funds Management Co LLC with $50.0M in shares.
Are institutions buying or selling HFSI?
This quarter, 6 institutions opened new positions in HFSI and 2 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.