HFSI Hedge Fund Ownership (Q1 2026)

Q: Is it too late to buy Hartford Fds Exchange Traded (HFSI) following the 2026 Q2 hedge fund 13F filings?

As of today, HFSI has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), HFSI gained -0.5% vs +3.4% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Hartford Fds Exchange Traded (HFSI)

66 + Investors. Track Smart Money conviction in HFSI. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — HFSI

Based on 67 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q

For 3 consecutive quarters, more hedge funds added HFSI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

67 hedge funds hold HFSI right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +458% more funds vs a year ago

fund count last 6Q

+55 new funds entered over the past year (+458% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟢

More buyers than sellers — 79% buying

55 buying15 selling

Last quarter: 55 funds were net buyers (19 opened a brand new position + 36 added to an existing one). Only 15 were sellers (10 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

⚠️

Fewer new buyers each quarter (-10 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 1 → 18 → 29 → 19. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

🔄

Mostly new holders — 87% entered in last year

■ 3% conviction (2yr+) ■ 10% medium ■ 87% new

Only 2 funds (3%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

🚀

Acceleration phase — new buyers rushing in

6 → 1 → 18 → 29 → 19 new funds/Q

New funds entering each quarter: 1 → 18 → 29 → 19. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.

🌱

Early stage — 93% of holders entered in last year

■ 1% veterans ■ 6% 1-2yr ■ 93% new

Of 67 current holders: 62 (93%) entered in the past year, only 1 (1%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

✅

Strong quality — 25% AUM from major funds

25% from top-100 AUM funds

7 of 67 holders rank in the top 100 by AUM, accounting for 25% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

7.2

out of 10

High Exit Risk

Exit risk score 7.2/10 — multiple crowding signals converge. Institutional ownership is at 100% of its all-time high — near peak crowding. Crowded trades can unwind fast — a single catalyst can trigger a cascade.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	66	53	24.53%
13F Shares	17M	7M	138.95%
Total Value	$583M	$251M	132.46%
New Positions	18	29	-11
Increased Positions	36	17	+19
Closed Positions	5	5	-
Reduced Positions	10	3	+7
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

24.53%

13F Shares

17M

138.95%

Total Value

$583M

$251M

132.46%

New Positions

-11

Increased Positions

+19

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

66 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in HFSI. Verified SEC 13F-HR filings.

QUARTER:

2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 HFSI holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	New England Capital Financial Advisors LLC	23.05%	2,742,268	$96.4M
2	Retirement Management Systems Inc.	5.99%	832,783	$29.3M
3	Live Oak Investment Partners	5.05%	266,848	$9.4M
4	Hartford Funds Management Co LLC	4.39%	1,559,242	$54.8M
5	Centric Wealth Management	2.24%	411,612	$14.4M
6	Sonoma Allocations LLC	1.87%	171,553	$6.0M
7	Wealthspire Retirement, LLC	1.16%	600,921	$21.1M
8	Destiny Capital Corp/CO	0.62%	37,985	$1.3M
9	Surience Private Wealth LLC	0.56%	17,968	$632K
10	Core Wealth Advisors, LLC	0.47%	17,991	$633K
11	Evergreen Wealth Partners LLC	0.37%	17,393	$612K
12	Benjamin Edwards Inc	0.31%	968,502	$34.1M
13	Bleakley Financial Group, LLC	0.29%	643,146	$22.6M
14	Bright Futures Wealth Management, LLC.	0.21%	9,374	$330K
15	Coquina Private Wealth LLC	0.20%	8,353	$294K
16	CWC Advisors, LLC.	0.18%	11,408	$401K
17	Stonebridge Financial Group, LLC / MO	0.16%	6,952	$244K
18	Meridian Financial Advisors, LLC	0.16%	9,466	$333K
19	Retirement Planning Group, LLC	0.16%	175,023	$6.2M
20	Hobart Private Capital, LLC	0.16%	25,876	$910K
21	Strategic Blueprint, LLC	0.15%	84,593	$3.0M
22	Liberty One Investment Management, LLC	0.13%	37,306	$1.3M
23	Great Valley Advisor Group, INC.	0.13%	233,559	$8.2M
24	Mgo One Seven LLC	0.12%	202,154	$7.1M
25	Uptick Partners, LLC	0.10%	18,459	$649K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Hartford Fds Exchange Traded (HFSI)

What does the Smart Money Trend signal show for HFSI?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added HFSI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for HFSI?

More buyers than sellers — 79% buying: Last quarter: 55 funds were net buyers (19 opened a brand new position + 36 added to an existing one). Only 15 were sellers (10 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for HFSI holders?

Strong quality — 25% AUM from major funds: 7 of 67 holders rank in the top 100 by AUM, accounting for 25% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held HFSI?

Mostly new holders — 87% entered in last year: Only 2 funds (3%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Hartford Fds Exchange Traded (HFSI) following the 2026 Q2 hedge fund 13F filings?

As of today, HFSI has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), HFSI has gained -0.5% vs +3.4% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Hartford Fds Exchange Traded (HFSI)

Smart Money Signals — HFSI

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +458% more funds vs a year ago

More buyers than sellers — 79% buying

Fewer new buyers each quarter (-10 vs last Q)

Mostly new holders — 87% entered in last year

Acceleration phase — new buyers rushing in

Early stage — 93% of holders entered in last year

Strong quality — 25% AUM from major funds

Institutional Sentiment Summary — HFSI

Hedge Fund Ownership: HFSI

Market Analysis: HFSI

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: HFSI

Is It Too Late to Buy Hartford Fds Exchange Traded (HFSI) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: HFSI

Statistics: HFSI

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Hartford Fds Exchange Traded (HFSI)

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