Hartfor Strateg Income Etf-u
$33.75-0.1%
+$145.5M
Net Activity
+23.95% total shares
Institutions Holding
82
Popularity Rank
#5044
Avg Weight
0.61%
Total Value
$746.7M
82 institutions currently hold HFSI, with 69 net buyers and 15 net sellers this quarter.
Institutional Moves (Q2 2026)
Significantly Increased
Based on recent trading activity
Net Selling Institutions
15
Net Buying Institutions
69
Top 5 by Value
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Across its top 20 institutional holders, HFSI's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 12/100, avg. turnover score 23/100).
HFSI ranks #5044 out of 37696 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
HFSI is a top-conviction position for New England Capital Financial Advisors LLC — at 23.1% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
Wealth Enhancement Advisory Services, LLC has added to its HFSI position for two straight quarters, increasing it by $5.2M to reach $10.8M today.
Meridian Financial Advisors, LLC has trimmed its HFSI position for two straight quarters, cutting it by $33.2K while still holding $312.3K.
HFSI is down 0.1% today, but institutions show net buying of $145.5M this quarter — a divergence between today's price move and the underlying institutional flow.
+$156.0M
Total Buy Value
$10.7M
Total Sell Value
69
Net Buyers
15
Net Sellers
HFSI
Q2 2026
Top 5 Institutional Movers
+$31.7M
+$14.4M
+$9.3M
+$9.0M
HFSI does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-09-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
41653L875
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,278
Total reported value
$2.2T
3254 13F institutions increased their position this quarter
Institutions Holding
6,025
Total reported value
$3.6T
3054 13F institutions increased their position this quarter
Institutions Holding
6,188
Total reported value
$1.8T
2995 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,112
Total reported value
$390.3B
Held by 4112 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,086
Total reported value
$377.7B
Held by 4086 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
6,178
Total reported value
$2.9T
Held by 6178 institutions — one of the most-tracked stocks on AlphaSMO
Access HFSI's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/HFSICLI
npx alphasmo stocks get HFSI