Hartford Strategic Income ETF (HFSI)
ETF ยท Cboe BZX
Hartford Strategic Income ETF (HFSI) is an exchange-traded fund listed on Cboe BZX, where it has traded since September 21, 2021.
- Type
- Exchange-traded fund
- Listed On
- Cboe BZX
- Listed Since
- September 21, 2021
Institutional ownership
In 13F filings for the quarter ended June 30, 2026, 81 institutions reported holding HFSI, with 21.2 million shares worth $746.4 million in aggregate. The largest reported holder was New England Capital Financial Advisors, with 2.7 million shares worth $96.4 million. Of the 5 largest holders listed below, all 5 added shares during the quarter.
| Institution | Shares | Value | Quarter change |
|---|---|---|---|
| New England Capital Financial Advisors | 2,742,268 | $96M | Added 7.75% |
| Northwestern Mutual Wealth Management | 2,599,232 | $91M | Added 22.42% |
| Bank of America | 2,107,234 | $74M | Added 72.53% |
| Raymond James Financial | 1,583,072 | $56M | Added 33.19% |
| Hartford Funds Management | 1,559,242 | $55M | Added 1.47% |
Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.
Frequently asked questions
What is HFSI?
Hartford Strategic Income ETF (HFSI) is an exchange-traded fund listed on Cboe BZX, where it has traded since September 21, 2021.
Who are the largest institutional holders of HFSI?
In 13F filings for the quarter ended June 30, 2026, the largest reported holders of HFSI were New England Capital Financial Advisors, Northwestern Mutual Wealth Management and Bank of America.
How many institutions own HFSI?
81 institutions reported a position in HFSI for the quarter ended June 30, 2026, worth $746.4 million in total.
Did institutions buy or sell HFSI last quarter?
Of the 5 largest reported holders, all 5 added shares during the quarter. Every reported holder and its change is on the SentiSense ownership page for HFSI.
Every reported institutional holder, plus insider and congressional trades in HFSI, on SentiSense.