Hartfor Strateg Income ETF-UHFSIETF
13F holders, Q2 2024 (June 30)9holders +2
3new positions
1sold out
1famous investor
$33.84avg. 13F price*
At the end of Q2 2024, 9 institutions reported holding Hartfor Strateg Income ETF-U (HFSI) in their 13F filings, up 2 from Q1 2024. 3 opened new positions and 1 sold out. The largest holders were Wellington Management Group LLP ($21.0M), Wealth Enhancement Advisory Services, LLC ($5.0M) and Citadel Advisors ($2.3M). 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $31K |
| Exits | 1 | $748K |
All 13F filers, Q1 2024 → Q2 2024: 7,738 shares bought and 93,565 shares sold, net −85,827 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 9 holders
| Wellington Management Group LLP | 0.00% | No change | 620,000 | $21.0M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +3.1% | 148,528 | $5.0M |
| Citadel Advisors | 0.00% | Reduce -1.5% | 68,694 | $2.3M |
| Jane Street Group, LLC | 0.00% | Reduce -56.1% | 42,913 | $1.5M |
| Osaic Holdings, Inc. | 0.00% | Add +107.9% | 4,365 | $148K |
| Bank of Montreal | 0.00% | Reduce -91.7% | 1,425 | $49K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | New | 841 | $28K |
| UBS Group AG | 0.00% | New | 99 | $3K |
| Morgan Stanley | 0.00% | New | 1 | $60 |
"% 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.