Hartfor Strateg Income ETF-UHFSIETF
13F holders, Q3 2024 (September 30)6holders −3
0new positions
2sold out
1famous investor
$35.44avg. 13F price*
At the end of Q3 2024, 6 institutions reported holding Hartfor Strateg Income ETF-U (HFSI) in their 13F filings, down 3 from Q2 2024. 0 opened new positions and 2 sold out. The largest holders were Wellington Management Group LLP ($22.0M), Wealth Enhancement Advisory Services, LLC ($6.5M) and Citadel Advisors ($1.9M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 2 | $52K |
All 13F filers, Q2 2024 → Q3 2024: 36,402 shares bought and 20,104 shares sold, net +16,298 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Wellington Management Group LLP | 0.00% | No change | 620,000 | $22.0M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +23.6% | 183,521 | $6.5M |
| Citadel Advisors | 0.00% | Reduce -23.1% | 52,825 | $1.9M |
| Jane Street Group, LLC | 0.00% | Reduce -6.3% | 40,202 | $1.4M |
| Osaic Holdings, Inc. | 0.00% | Add +32.3% | 5,774 | $205K |
| Morgan Stanley | 0.00% | No change | 1 | $64 |
"% 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.