Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Hartford Fds Exchange Traded (HTAB)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -5
Streak
4Q ▼
Buyers last Q
57%

Smart Money Signals — HTAB

Based on 46 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds reduced or closed their HTAB positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 75% of 3.0Y peak

75% of all-time peak
46 funds currently hold this stock — 75% of the 3.0-year high of 61 funds (reached 2025 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 25% fewer funds vs a year ago

fund count last 6Q
15 fewer hedge funds hold HTAB compared to a year ago (-25% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 57% buying

30 buying23 selling
Last quarter: 30 funds bought or added vs 23 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~5 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 5 → 5 → 2 → 5. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 22% medium ■ 13% new
30 out of 46 hedge funds have held HTAB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📊

Peak discovery — momentum slowing

9 → 5 → 5 → 2 → 5 new funds/Q
New funds entering each quarter: 5 → 5 → 2 → 5. HTAB is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 54% veterans vs 13% newcomers

■ 54% veterans ■ 33% 1-2yr ■ 13% new
Entry-cohort mix of 46 holders: 25 (54%) are 2+ year veterans, 15 entered 1–2 years ago, and 6 (13%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 51% AUM from top-100 funds

51% from top-100 AUM funds
10 of 46 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in HTAB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.1
out of 10
Low Exit Risk
Exit risk score 2.1/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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.

Institutional Sentiment Summary — HTAB

In 2026 Q1, 30 hedge funds were net buyers of HTAB (5 opened a new position, 25 added to an existing one), while 23 reduced or exited (13 trimmed, 10 sold completely) — a 57% buyer ratio, indicating a slight buying edge. This extends a 4-quarter selling streak, suggesting sustained institutional caution. 51% of total institutional value in HTAB is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -5 funds (more exits than new entries). Total institutional holders: 46.

Hedge Fund Ownership: HTAB

How many hedge funds hold HTAB — quarterly history vs. share price
Quarterly hedge fund ownership of HTAB vs. share price

Market Analysis: HTAB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: HTAB

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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

Signal Freshness measures how much HTAB has moved relative to its sector benchmark (SPY) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 46d ago
HTAB
-1.5%
SPY
+4.0%

HTAB outperformed SPY by -5.5% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 1d ago
HTAB
+0.0%
SPY
+0.0%

Since the filing became public, HTAB outperformed SPY by +0.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: HTAB
2026 Q2 Stats Unlock in 4 days 46 + Investors

Track Smart Money conviction in HTAB. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 46 51 -9.8%
13F Shares 12M 12M 4.13%
Total Value $231M $224M 2.79%
New Positions 5 2 +3
Increased Positions 25 18 +7
Closed Positions 10 4 +6
Reduced Positions 13 25 -12
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: HTAB

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Institutional Holders (2026 Q2)

46 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in HTAB. 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.
Top 25 HTAB holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 CPC Advisors, LLC 5.56% 2,149,572 $41.2M
2 Yarger Wealth Strategies, LLC 3.29% 480,097 $9.2M
3 Element Wealth, LLC 0.69% 95,621 $1.8M
4 LifeGoal Investments, LLC 0.22% 25,392 $487K
5 Keystone Financial Services, LLC 0.20% 17,606 $338K
6 Capital Asset Advisory Services LLC 0.17% 247,337 $4.7M
7 IAG Wealth Partners, LLC 0.16% 86,184 $1.7M
8 West Michigan Advisors, LLC 0.12% 28,634 $546K
9 Axxcess Wealth Management, LLC 0.08% 264,611 $5.1M
10 Opal Wealth Advisors, LLC 0.08% 18,555 $356K
11 Wealthcare Advisory Partners LLC 0.07% 186,550 $3.6M
12 Leelyn Smith, LLC 0.07% 28,732 $551K
13 Patriot Financial Group Insurance Agency, LLC 0.06% 30,771 $590K
14 Wealthspire Advisors, LLC 0.06% 538,467 $10.3M
15 PlanVest Financial, Inc 0.05% 3,668 $70K
16 Stonebridge Financial Group, LLC 0.05% 32,116 $616K
17 Fermata Advisors, LLC 0.05% 11,631 $223K
18 Amplius Wealth Advisors, LLC 0.02% 13,579 $260K
19 Arete Wealth Advisors, LLC 0.02% 26,418 $507K
20 Main Street Financial Solutions, LLC 0.02% 11,103 $211K
21 Northwestern Mutual Wealth Management Co 0.01% 749,155 $14.4M
22 Truist Financial Corp 0.01% 314,986 $6.0M
23 Harbour Investments, INC. 0.01% 24,760 $475K
24 Kestra Advisory Services, LLC 0.01% 98,288 $1.9M
25 Cetera Investment Advisers 0.01% 319,584 $6.1M
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 (HTAB)

What does the Smart Money Trend signal show for HTAB?

Selling streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds reduced or closed their HTAB positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for HTAB?

Slight buying edge — 57% buying: Last quarter: 30 funds bought or added vs 23 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for HTAB holders?

Elite ownership — 51% AUM from top-100 funds: 10 of 46 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in HTAB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held HTAB?

65% of holders stayed for 2+ years: 30 out of 46 hedge funds have held HTAB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

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

As of today, HTAB 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), HTAB has gained -1.5% vs +4.0% 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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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