Hartford Sustainable Income
HSUN • BATS
Hartford Sustainable Income is an exchange-traded fund on BATS. As of Q3 2025, 27 institutional investors hold shares in this ETF, with total holdings valued at $136.1M. Hartford Funds Management Co LLC is the largest holder with a position valued at $55.9M.
Overview
Overview of institutional ownership in HSUN as of Q3 2025
All Institutions
- Institutions
- 27
- Value Held
- $136.1M
- Shares Held
- 3.8M
- Avg Position
- $5.0M
- Median Position
- $730.9K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $730.9K
- Shares Held
- 20.6K
- Avg Position
- $730.9K
- Median Position
- $730.9K
Biggest Investors
Institutions with the largest positions in HSUN as of Q3 2025
| Institution | Position Value |
|---|---|
H Hartford Funds Management Co LLC ETF Provider | $55.9M 4.79% of portfolio |
 Modern Wealth Management, LLC RIA/Wealth | $18.4M 0.37% of portfolio |
C Centric Wealth Management RIA/Wealth | $13.2M 3.00% of portfolio |
A Advisor Group Holdings, Inc. Institution | $10.1M 0.01% of portfolio |
S STIFEL FINANCIAL CORP Long Only Manager | $7.9M 0.01% of portfolio |
$6.7M 0.01% of portfolio | |
 WELLINGTON MANAGEMENT CO LLP Long Only Manager | $5.2M 0.00% of portfolio |
 Summit Financial, LLC RIA/Wealth | $4.6M 0.07% of portfolio |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $4.6M 0.00% of portfolio |
 Sonoma Allocations LLC RIA/Wealth | $2.3M 0.84% of portfolio |
Net Capital Flow
Institutional buying and selling activity for HSUN in Q3 2025
- Traded
- +$25.8M
- Buyers
- 24
- Sellers
- 4
- Total Bought
- +$39.2M
- Total Sold
- −$13.3M
- Avg Position
- $4.9M
Biggest Buyers
| Institution | Net Bought |
|---|---|
A Advisor Group Holdings, Inc. Institution | +$9.2M +261.5K shares |
S STIFEL FINANCIAL CORP Long Only Manager | +$7.9M +221.7K shares |
Modern Wealth Management, LLC RIA/Wealth | +$6.5M +183.5K shares |
Summit Financial, LLC RIA/Wealth | +$4.6M +130.3K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | +$4.6M +130.2K shares |
Sonoma Allocations LLC RIA/Wealth | +$2.3M +64.8K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | +$730.9K +20.6K shares |
C Centric Wealth Management RIA/Wealth | +$448.4K +12.6K shares |
 Kovack Advisors, Inc. RIA/Wealth | +$376.6K +10.6K shares |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$365.6K +10.3K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
WELLINGTON MANAGEMENT CO LLP Long Only Manager | −$8.1M −227.6K shares |
H Hartford Funds Management Co LLC ETF Provider | −$3.5M −97.9K shares |
J JANE STREET GROUP, LLC Institution | −$1.7M −49.8K shares |
 Mariner Wealth Advisors, LLC RIA/Wealth | −$2.8K −78.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited HSUN in Q3 2025
- New Positions
- 16
- New Value
- $21.3M
- Exited Positions
- 1
- Exited Value
- $1.7M
New Positions
| Institution | Position Value |
|---|---|
S STIFEL FINANCIAL CORP Long Only Manager | $7.9M 221.7K shares |
Summit Financial, LLC RIA/Wealth | $4.6M 130.3K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $4.6M 130.2K shares |
Sonoma Allocations LLC RIA/Wealth | $2.3M 64.8K shares |
Kovack Advisors, Inc. RIA/Wealth | $376.6K 10.6K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | $365.6K 10.3K shares |
 Arkadios Wealth Advisors RIA/Wealth | $290.4K 8.2K shares |
 AXXCESS WEALTH MANAGEMENT, LLC RIA/Wealth | $248.3K 7.0K shares |
 ALEXANDER LABRUNERIE & CO., INC. RIA/Wealth | $233.8K 6.6K shares |
 Breakwater Capital Group RIA/Wealth | $221.6K 6.2K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
J JANE STREET GROUP, LLC Institution | $1.7M 49.8K shares |
Options Activity
Institutions with the largest Call and Put options positions in HSUN as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with HSUN as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
H Hartford Funds Management Co LLC ETF Provider | 4.79% $55.9M |
C Centric Wealth Management RIA/Wealth | 3.00% $13.2M |
Sonoma Allocations LLC RIA/Wealth | 0.84% $2.3M |
Modern Wealth Management, LLC RIA/Wealth | 0.37% $18.4M |
 Strategic Blueprint, LLC RIA/Wealth | 0.09% $2.0M |
ALEXANDER LABRUNERIE & CO., INC. RIA/Wealth | 0.09% $233.8K |
Summit Financial, LLC RIA/Wealth | 0.07% $4.6M |
Kovack Advisors, Inc. RIA/Wealth | 0.04% $376.6K |
Breakwater Capital Group RIA/Wealth | 0.03% $221.6K |
A Advisor Group Holdings, Inc. Institution | 0.01% $10.1M |
Hedge Fund Spotlight
Discover hedge funds investing in HSUN
CITADEL ADVISORS LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerKenneth Cordele Griffin
- Portfolio Value
- $122.08B
- Positions
- 5,531
- Last Reported
- Q3 2025
Sector Allocation
Position in Hartford Sustainable Income
- Market Value
- $730.9K
- Shares Held
- 20.6K
- Portfolio Weight
- 0.00%
- Owned Since
- 2025-Q3
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
