Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

HARTFORD FDS EXCHANGE TRADED (HTAB)

49 + 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
↓ -2
Streak
2Q ▼
Buyers last Q
38%

Smart Money Signals — HTAB

Based on 49 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 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 — 84% of 3.0Y peak

84% of all-time peak
49 funds currently hold this stock — 84% of the 3.0-year high of 58 funds (reached 2025 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 8% fewer funds vs a year ago

fund count last 6Q
4 fewer hedge funds hold HTAB compared to a year ago (-8% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🔴

Heavy selling pressure — only 38% buying

18 buying29 selling
Last quarter: 29 funds sold vs only 18 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~2 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 9 → 5 → 5 → 2. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 31% medium ■ 8% new
30 out of 49 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.
⚠️

Saturation — most institutions already know this story

8 → 9 → 5 → 5 → 2 new funds/Q
New funds entering each quarter: 9 → 5 → 5 → 2. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
🏛️

Deep conviction — 53% of holders stayed 2+ years

■ 53% veterans ■ 29% 1-2yr ■ 18% new
Of 49 current holders: 26 (53%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 46% AUM from top-100 funds

46% from top-100 AUM funds
11 of 49 holders are among the 100 largest funds by AUM, controlling 46% 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.
3.0
out of 10
Low Exit Risk
Exit risk score 3.0/10 — 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.

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

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

6 top-rated funds 0 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: HTAB
2026 Q1 Stats Unlock in 17 days 49 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 49 51 -3.92%
13F Shares 12M 14M -13.65%
Total Value $223M $258M -13.69%
New Positions 2 5 -3
Increased Positions 16 19 -3
Closed Positions 4 12 -8
Reduced Positions 25 21 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: HTAB

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

49 + investors

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

Top 19 institutional holders of HTAB — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 CPC Advisors, LLC 6.22% 2,020,597 $38.4M
2 Keystone Financial Services, LLC 0.28% 22,283 $423K
3 LifeGoal Investments, LLC 0.28% 26,049 $497K
4 IAG Wealth Partners, LLC 0.24% 113,812 $2.2M
5 Capital Asset Advisory Services LLC 0.18% 240,265 $4.6M
6 USAdvisors Wealth Management, LLC 0.15% 23,317 —
7 Wealthspire Advisors, LLC 0.08% 540,656 $10.3M
8 Leelyn Smith, LLC 0.08% 29,448 $560K
9 Opal Wealth Advisors, LLC 0.08% 17,922 $341K
10 Wealthcare Advisory Partners LLC 0.08% 207,424 $3.9M
11 Patriot Financial Group Insurance Agency, LLC 0.07% 64,372 $1.2M
12 Stonebridge Financial Group, LLC 0.05% 32,116 $610K
13 Fermata Advisors, LLC 0.05% 11,631 $221K
14 Amplius Wealth Advisors, LLC 0.05% 28,606 $544K
15 JOURNEY STRATEGIC WEALTH LLC 0.01% 29,170 $554K
16 Kestra Advisory Services, LLC 0.01% 93,683 $1.8M
17 TRUIST FINANCIAL CORP 0.01% 253,015 $4.8M
18 DAVENPORT & Co LLC 0.00% 31,020 $589K
19 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 50,924 $968K
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 — 2 quarters in a row: For 2 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?

Heavy selling pressure — only 38% buying: Last quarter: 29 funds sold vs only 18 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for HTAB holders?

Elite ownership — 46% AUM from top-100 funds: 11 of 49 holders are among the 100 largest funds by AUM, controlling 46% 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?

61% of holders stayed for 2+ years: 30 out of 49 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.

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.