Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Hartford Fds Exchange Traded (HFSI)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +14
Streak
3Q ▲
Buyers last Q
79%

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.

Institutional Sentiment Summary — HFSI

In 2026 Q1, 55 hedge funds were net buyers of HFSI (19 opened a new position, 36 added to an existing one), while 15 reduced or exited (10 trimmed, 5 sold completely) — a 79% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 25% of total institutional value in HFSI is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +14 funds (more new holders than closures). Total institutional holders: 67.

Hedge Fund Ownership: HFSI

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

Market Analysis: HFSI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: HFSI

-- --

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

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

Signal Freshness measures how much HFSI has moved relative to its sector benchmark (SPY) since the 2026 Q1 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 March 31, 2026 · 78d ago
HFSI
+1.9%
SPY
+15.9%

HFSI outperformed SPY by -14.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
HFSI
+1.6%
SPY
+2.0%

Since the filing became public, HFSI outperformed SPY by -0.4% .

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 2 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
2.2
/ 10
conviction
Hedge Fund Positioning: HFSI
66 + Investors

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

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

Statistics: HFSI

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Financial Highlights

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Institutional Holders (2026 Q1)

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:
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 24.19% 2,544,936 $88.4M
2 Retirement Management Systems Inc. 6.05% 723,138 $25.1M
3 Live Oak Investment Partners 5.24% 255,507 $8.9M
4 Hartford Funds Management Co LLC 4.63% 1,536,590 $53.4M
5 Centric Wealth Management 2.88% 411,612 $14.4M
6 Core Wealth Advisors, LLC 2.26% 84,557 $2.9M
7 Wealthspire Retirement, LLC 1.25% 601,079 $20.9M
8 Sonoma Allocations LLC 1.12% 92,595 $3.2M
9 Surience Private Wealth LLC 0.67% 17,963 $624K
10 WNY Asset Management, LLC 0.65% 180,087 $6.3M
11 Modern Wealth Management, LLC 0.42% 706,004 $24.6M
12 Benjamin Edwards Inc 0.34% 971,387 $33.7M
13 Bleakley Financial Group, LLC 0.33% 613,012 $21.3M
14 Destiny Capital Corp/CO 0.32% 17,212 $598K
15 Coquina Private Wealth LLC 0.22% 7,949 $276K
16 Bright Futures Wealth Management, LLC. 0.21% 9,003 $313K
17 Stonebridge Financial Group, LLC / MO 0.20% 6,856 $238K
18 Meridian Financial Advisors, LLC 0.19% 9,950 $345K
19 Hobart Private Capital, LLC 0.18% 26,668 $926K
20 Mutual Advisors, LLC 0.17% 222,529 $7.7M
21 Mgo One Seven LLC 0.15% 211,083 $7.3M
22 Strategic Blueprint, LLC 0.14% 71,521 $2.5M
23 Retirement Planning Group, LLC 0.13% 122,142 $4.2M
24 Liberty One Investment Management, LLC 0.12% 34,126 $1.2M
25 Uptick Partners, LLC 0.11% 15,818 $549K
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 Q1 hedge fund 13F filings?

As of today, HFSI has moved +1.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of -0.4%. Since the quarter end (March 31, 2026), HFSI has gained +1.9% vs +15.9% 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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