Hartfor Strateg Income ETF-UHFSIETF
13F holders, Q1 2025 (March 31)12holders +4
6new positions
2sold out
$34.55avg. 13F price*
At the end of Q1 2025, 12 institutions reported holding Hartfor Strateg Income ETF-U (HFSI) in their 13F filings, up 4 from Q4 2024. 6 opened new positions and 2 sold out. The largest holders were Hartford Funds Management Co LLC ($50.0M), Wellington Management Group LLP ($16.5M) and Centric Wealth Management ($11.6M).
- Company
- Hartfor Strateg Income ETF-U
- CUSIP
- 41653L875
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $11.6M |
| Exits | 2 | $1.2M |
All 13F filers, Q4 2024 → Q1 2025: 1,653,243 shares bought and 194,648 shares sold, net +1,458,595 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 12 holders
| Hartford Funds Management Co LLC | 4.52% | Add +684.7% | 1,448,146 | $50.0M |
| Wellington Management Group LLP | 0.00% | Reduce -23.1% | 476,500 | $16.5M |
| Centric Wealth Management | 3.06% | Add +6.1% | 336,672 | $11.6M |
| Modern Wealth Management, LLC | 0.26% | New | 238,940 | $8.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -8.9% | 166,900 | $5.8M |
| Strategic Blueprint, LLC | 0.09% | New | 45,537 | $1.6M |
| Jane Street Group, LLC | 0.00% | Add +223.4% | 43,126 | $1.5M |
| Commonwealth Equity Services, LLC | 0.00% | New | 28,596 | $988K |
| Mariner, LLC | 0.00% | New | 14,109 | $487K |
| Osaic Holdings, Inc. | 0.00% | Add +75.3% | 13,160 | $455K |
| MML Investors Services, LLC | 0.00% | New | 7,797 | $269K |
| Morgan Stanley | 0.00% | New | 3 | $123 |
"% 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.