Hartfor Strateg Income ETF-UHFSIETF
13F holders, Q1 2024 (March 31)7holders
1famous investor
$34.01avg. 13F price*
At the end of Q1 2024, 7 institutions reported holding Hartfor Strateg Income ETF-U (HFSI) in their 13F filings. The largest holders were Wellington Management Group LLP ($21.1M), Wealth Enhancement Advisory Services, LLC ($4.9M) and Jane Street Group, LLC ($3.3M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Hartfor Strateg Income ETF-U
- CUSIP
- 41653L875
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $71K |
| Exits | 0 | $0 |
Ownership 7 holders
| Wellington Management Group LLP | 0.00% | No change | 620,000 | $21.1M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +18.5% | 143,996 | $4.9M |
| Jane Street Group, LLC | 0.00% | Add +52.8% | 97,745 | $3.3M |
| Citadel Advisors | 0.00% | Add +271.1% | 69,728 | $2.4M |
| Wagner Wealth Management, LLC | 0.23% | Reduce -92.3% | 21,980 | $748K |
| Bank of Montreal | 0.00% | Add +161.0% | 17,144 | $584K |
| Osaic Holdings, Inc. | 0.00% | New | 2,100 | $71K |
"% of holder's portfolio" is HFSI's weight in each manager's 13F, not the share of Hartfor Strateg Income ETF-U the manager owns.