HARTFOR STRATEG INCOME ETF-U (HFSI) Institutional Ownership Changes & 13F Activity

HARTFOR STRATEG INCOME ETF-U (HFSI). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Bank Of America Corp, Raymond James Financial Inc, Osaic Holdings, Inc., Focus Partners Wealth, and Jones Financial Companies Lllp.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+28,680+8.3%372,711$13.10MQ2 2026Sep 23, 2026
Beacon Pointe Advisors, LlcBuy+65,375—65,375$2.30MQ2 2026Aug 18, 2026
Wny Asset Management, LlcBuy+108,824—108,824$3.83MQ2 2026Aug 17, 2026
Bank Of America CorpBuy+885,847+72.5%2,107,234$74.09MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+394,494+33.2%1,583,072$55.66MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+258,318+55.9%720,743$25.34MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+164,453+110.3%313,490$11.09MQ2 2026Aug 14, 2026
Modern Wealth Management, LlcBuy+67,633+9.6%773,637$27.20MQ2 2026Aug 14, 2026
Natixis Advisors, LlcBuy+40,660+178.8%63,397$2.23MQ2 2026Aug 14, 2026
Mutual Advisors, LlcBuy+21,976+9.9%244,505$8.60MQ2 2026Aug 14, 2026
Cozad Asset Management IncBuy+7,962—7,962$279.94KQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+3,903+1.0%389,715$13.70MQ2 2026Aug 14, 2026
&PartnersBuy+1,429+3.4%43,039$1.53MQ2 2026Aug 14, 2026
Sanctuary Advisors, LlcBuy+8,062+5.9%144,428$5.08MQ2 2026Aug 13, 2026
Liberty One Investment Management, LlcBuy+3,180+9.3%37,306$1.31MQ2 2026Aug 13, 2026
Mariner, LlcBuy+1,379+6.6%22,417$788.18KQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcBuy+428+1.4%31,643$1.11MQ2 2026Aug 13, 2026
Rockefeller Capital Management L.P.Buy+81—81$2.85KQ2 2026Aug 13, 2026
Morgan StanleyBuy+45+36.6%168$5.91KQ2 2026Aug 13, 2026
Focus Partners WealthBuy+255,309—255,309$8.98MQ2 2026Aug 12, 2026
Summit Financial, LlcSell-111,531-94.3%6,788$239.82KQ2 2026Aug 12, 2026
Stifel Financial CorpBuy+67,868+28.3%308,104$10.83MQ2 2026Aug 12, 2026
Jpmorgan Chase & CoBuy+65,622—65,622$2.31MQ2 2026Aug 12, 2026
Ep Wealth Advisors, LlcBuy+36,063—36,063$1.27MQ2 2026Aug 12, 2026
Cetera Investment AdvisersBuy+16,560+95.0%33,986$1.19MQ2 2026Aug 12, 2026
Stonex Group Inc.Buy+8,919—8,919$314.42KQ2 2026Aug 12, 2026
Harbour Investments, Inc.Buy+2,307+17.1%15,826$556.43KQ2 2026Aug 12, 2026
Wealthspire Retirement, LlcSell-158-0.0%600,921$21.08MQ2 2026Aug 12, 2026
Evergreen Wealth Partners LlcBuy+17,393—17,393$611.54KQ2 2026Aug 11, 2026
Vise Technologies, Inc.Buy+10,920—10,920$383.95KQ2 2026Aug 11, 2026
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Frequently asked questions about HFSI activity

  • Which institutional owners are buying HFSI?

    Institutional owners buying HFSI include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in HFSI activity?

    "Buy" means an investor increased their reported position in HFSI compared to the prior reporting period. This reflects growing exposure to HARTFOR STRATEG INCOME ETF-U (HFSI) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in HFSI increasing?

    Institutional interest in HFSI can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.