Hartfor Strateg Income ETF-UHFSIETF
13F holders, Q2 2025 (June 30)13holders +1
2new positions
1sold out
$34.94avg. 13F price*
At the end of Q2 2025, 13 institutions reported holding Hartfor Strateg Income ETF-U (HFSI) in their 13F filings, up 1 from Q1 2025. 2 opened new positions and 1 sold out. The largest holders were Hartford Funds Management Co LLC ($58.3M), Wellington Management Group LLP ($13.0M) and Centric Wealth Management ($12.5M).
- Company
- Hartfor Strateg Income ETF-U
- CUSIP
- 41653L875
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $2.9M |
| Exits | 1 | $269K |
All 13F filers, Q1 2025 → Q2 2025: 471,190 shares bought and 111,297 shares sold, net +359,893 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 13 holders
| Hartford Funds Management Co LLC | 5.02% | Add +15.3% | 1,669,068 | $58.3M |
| Wellington Management Group LLP | 0.00% | Reduce -21.7% | 373,000 | $13.0M |
| Centric Wealth Management | 3.00% | Add +6.1% | 357,323 | $12.5M |
| Modern Wealth Management, LLC | 0.29% | Add +40.1% | 334,659 | $11.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +7.6% | 179,657 | $6.3M |
| Strategic Blueprint, LLC | 0.09% | Add +9.9% | 50,025 | $1.7M |
| Jane Street Group, LLC | 0.00% | Add +15.5% | 49,826 | $1.7M |
| Sanctuary Advisors, LLC | 0.01% | New | 42,843 | $1.5M |
| JPMorgan Chase & Co. | 0.00% | New | 40,122 | $1.4M |
| Commonwealth Equity Services, LLC | 0.00% | Add +31.8% | 37,688 | $1.3M |
| Osaic Holdings, Inc. | 0.00% | Add +86.3% | 24,516 | $856K |
| Mariner, LLC | 0.00% | Add +46.3% | 20,643 | $721K |
| Morgan Stanley | 0.00% | Add +200.0% | 9 | $328 |
"% 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.