Hartfor Strateg Income ETF-UHFSIETF
13F holders, Q4 2024 (December 31)8holders +2
3new positions
1sold out
1famous investor
$34.27avg. 13F price*
At the end of Q4 2024, 8 institutions reported holding Hartfor Strateg Income ETF-U (HFSI) in their 13F filings, up 2 from Q3 2024. 3 opened new positions and 1 sold out. The largest holders were Wellington Management Group LLP ($21.2M), Centric Wealth Management ($10.9M) and Hartford Funds Management Co LLC ($6.3M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $17.4M |
| Exits | 1 | $64 |
All 13F filers, Q3 2024 → Q4 2024: 509,866 shares bought and 51,298 shares sold, net +458,568 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 8 holders
| Wellington Management Group LLP | 0.00% | No change | 620,000 | $21.2M |
| Centric Wealth Management | 2.94% | New | 317,447 | $10.9M |
| Hartford Funds Management Co LLC | 0.58% | New | 184,558 | $6.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -0.2% | 183,233 | $6.3M |
| Citadel Advisors | 0.00% | Reduce -45.7% | 28,685 | $984K |
| Jane Street Group, LLC | 0.00% | Reduce -66.8% | 13,333 | $457K |
| Osaic Holdings, Inc. | 0.00% | Add +30.0% | 7,505 | $257K |
| NorthCrest Asset Manangement, LLC | 0.01% | New | 6,130 | $210K |
"% 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.