Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Hartford Fds Exchange Traded (HFGO)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
1Q ▲
Buyers last Q
63%

Smart Money Signals — HFGO

Based on 19 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added HFGO 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
19 hedge funds hold HFGO 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 — +46% more funds vs a year ago

fund count last 6Q
+6 new funds entered over the past year (+46% 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 — 63% buying

12 buying7 selling
Last quarter: 12 funds were net buyers (6 opened a brand new position + 6 added to an existing one). Only 7 were sellers (5 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~6 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 3 → 4 → 5 → 6. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 26% long-term, 53% new

26% conviction (2yr+) 21% medium 53% new
Of the 19 current holders: 5 (26%) held >2 years, 4 held 1–2 years, and 10 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
💰

Value +31% but shares only +13% — price-driven

Value
+31%
Shares
+13%
Last quarter: the total dollar value of institutional holdings rose +31%, but actual share count only changed +13%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~6 new funds/quarter

3 → 3 → 4 → 5 → 6 new funds/Q
New funds entering each quarter: 3 → 4 → 5 → 6. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 26% veterans, 53% new entrants

26% veterans 21% 1-2yr 53% new
Of 19 current holders: 5 (26%) held 2+ years, 4 held 1–2 years, 10 (53%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

Strong quality — 28% AUM from major funds

28% from top-100 AUM funds
4 of 19 holders rank in the top 100 by AUM, accounting for 28% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.7
out of 10
Moderate Exit Risk
Exit risk score 4.7/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 — HFGO

In 2026 Q2, 12 hedge funds were net buyers of HFGO (6 opened a new position, 6 added to an existing one), while 7 reduced or exited (5 trimmed, 2 sold completely) — a 63% buyer ratio, indicating clear institutional accumulation. 28% of total institutional value in HFGO is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 19.

Hedge Fund Ownership: HFGO

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

Market Analysis: HFGO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: HFGO

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: HFGO
19 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 19 15 26.67%
13F Shares 6M 5M 13.16%
Total Value $147M $112M 31.05%
New Positions 6 5 +1
Increased Positions 6 4 +2
Closed Positions 2 5 -3
Reduced Positions 5 3 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: HFGO

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Institutional Holders (2026 Q2)

19 + investors

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

QUARTER:
Top 16 HFGO holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Hartford Funds Management Co LLC 7.88% 3,354,211 $98.4M
2 Harborfront Financial Group LLC 1.79% 16,181 $475K
3 LaSalle St. Investment Advisors, LLC 0.03% 8,760 $257K
4 World Investment Advisors 0.01% 20,082 $589K
5 Private Advisor Group, LLC 0.01% 47,475 $1.4M
6 Jones Financial Companies Lllp 0.01% 562,306 $15.9M
7 LPL Financial LLC 0.01% 783,553 $23.0M
8 Truist Financial Corp 0.00% 113,088 $3.3M
9 Steward Partners Investment Advisory, LLC 0.00% 11,512 $338K
10 Private Trust Co NA 0.00% 710 $21K
11 Geneos Wealth Management Inc. 0.00% 1,200 $35K
12 Commonwealth Equity Services, LLC 0.00% 13,848 $406K
13 Wellington Management Group LLP 0.00% 61,200 $1.8M
14 Raymond James Financial Inc 0.00% 19,861 $583K
15 Citadel Advisors LLC 0.00% 16,005 $470K
16 Jane Street Group, LLC 0.00% 7,007 $206K
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 (HFGO)

What does the Smart Money Trend signal show for HFGO?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added HFGO 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 HFGO?

More buyers than sellers — 63% buying: Last quarter: 12 funds were net buyers (6 opened a brand new position + 6 added to an existing one). Only 7 were sellers (5 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for HFGO holders?

Strong quality — 28% AUM from major funds: 4 of 19 holders rank in the top 100 by AUM, accounting for 28% 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 HFGO?

Mixed — 26% long-term, 53% new: Of the 19 current holders: 5 (26%) held >2 years, 4 held 1–2 years, and 10 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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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