HFSI HARTFORD FDS EXCHANGE TRADED
FollowSTRAT INCOM ETF (fund)
9 managers (9 13F filers) reported a position in HFSI shares at 2024-12-31, 1,360,891 shares in all. 3 filers opened a position and 1 filer sold out during the quarter.
- Managers
- 9
- 13F filers
- 9
- New
- 3
- Added
- 1
- Reduced
- 3
- Sold out
- 1
- Shares held by filers
- 1,360,891
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q4 2024
Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L… | 620,000 | $21.2M | <0.01% | 0 | 13F-HRTimelineGroup |
| Centric Wealth Management | 317,447 | $10.9M | 2.94% | new | 13F-HRTimeline |
| Hartford Funds Management Co LLC | 184,558 | $6.33M | 0.58% | new | 13F-HRTimeline |
| WEALTH ENHANCEMENT ADVISORY SERVICES, L… | 183,233 | $6.28M | 0.01% | -288 | 13F-HR/ATimeline |
| CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC | 28,685 | $984K | <0.01% | -24,140 | 13F-HRTimelineGroup |
| JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC | 13,333 | $457K | <0.01% | -26,869 | 13F-HRTimelineGroup |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 7,505 | $257K | <0.01% | +1,731 | 13F-HR/ATimelineGroup |
| NorthCrest Asset Manangement, LLC | 6,130 | $210K | 0.01% | new | 13F-HR/ATimeline |
| CONCOURSE FINANCIAL GROUP SECURITIES, I… | 0 | $0 | 0% | 0 | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |