Hartford Longevity Economy ETF
HLGE
New York Stock Exchange Arca- -
USD
- -
- -
Capital Structure
FRC
•
in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
FRC
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- DE United States of America
- IPO Date
- Mar 17, 2021
- CIK
- 0001605803
- Similar Companies
- Business
- Hartford Longevity Economy ETF (HLGE) is an exchange-traded fund that seeks to provide investment results corresponding to the total return performance, before fees and expenses, of the Hartford Longevity Economy Index. The fund invests at least 80% of its assets in securities included in the index and depositary receipts representing such securities; the index targets U.S. equity securities from industries reflecting longevity economy themes, including aging in place and home modification, working longer, performance health and comfort, maintaining social connections, financial freedom, staying mobile, human enhancement, leisure, and entertainment. It employs a rules-based, multi-layered, risk-controlled methodology emphasizing factors such as valuation, momentum, and quality, with components rebalanced semi-annually in March and September; the portfolio generally features 300 to 400 holdings, primarily large-cap U.S. stocks across sectors like technology (31.51%), healthcare (15.39%), consumer cyclical (13.54%), financial services (11.97%), and communication services (10.11%). Launched on March 16, 2021, and listed on NYSE Arca, HLGE is managed by Lattice Strategies LLC as investment adviser and sub-advised by Mellon Investments Corporation, with key portfolio managers including Marlene Walker-Smith, Todd Frysinger, David France, Michael Stoll, and Vlasta Sheremeta. The fund carries a net expense ratio of 0.44% and had total net assets of approximately $12.56 million as of recent data. It is part of the offerings from Hartford Funds, headquartered in Wayne, Pennsylvania, which entered the ETF space through its 2016 acquisition of Lattice Strategies and maintains strategic partnerships with Wellington Management and Schroders for subadvisory services across its broader platform. Hartford Funds has continued expanding its ETF lineup, surpassing $5 billion in ETF assets under management as of early 2024 through strong inflows into fixed income strategies and launches of new systematic products such as the Hartford Multifactor International Small Company ETF (ROIS), Hartford US Value ETF (VMAX), and Hartford US Quality Growth ETF (HQGO). In December 2025, the firm introduced its first options overlay strategy, the Hartford Equity Premium Income ETF, reflecting ongoing innovation in response to investor demand. While HLGE itself has seen no reported recent acquisitions, partnerships, or closures specific to the fund, its prospectus was updated as of January 28, 2025, confirming ongoing operations amid Hartford Funds' strategic growth in active and systematic ETFs. The fund targets investors seeking exposure to demographic trends driven by aging populations, primarily through U.S. markets with minor non-U.S. equity allocations (2.18%).