Skip to content

HFSI HARTFORD FDS EXCHANGE TRADED

Follow

STRAT INCOM ETF (fund)

13 managers (13 13F filers) reported a position in HFSI shares at 2025-03-31, 2,819,486 shares in all. 6 filers opened a position and 2 filers sold out during the quarter.

Managers
13
13F filers
13
New
6
Added
4
Reduced
2
Sold out
2
Shares held by filers
2,819,486

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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.

HolderSharesValue% of portfolioChangeSource
Hartford Funds Management Co LLC1,448,146$50M4.52%+1,263,58813F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…476,500$16.5M<0.01%-143,50013F-HRTimelineGroup
Centric Wealth Management336,672$11.6M3.06%+19,22513F-HRTimeline
Modern Wealth Management, LLC238,940$8.26M0.26%new13F-HR/ATimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…166,900$5.77M0.01%-16,33313F-HRTimeline
Strategic Blueprint, LLC45,537$1.57M0.09%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC43,126$1.49M<0.01%+29,79313F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC28,596$988K<0.01%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC14,109$487K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.13,160$455K<0.01%+5,65513F-HRTimelineGroup
MML INVESTORS SERVICES, LLC7,797$269K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY3$123<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.