TRPA

Hartford AAA CLO ETF
TRPA

Overview Fund Activity

28 hedge funds and large institutions have $82.5M invested in Hartford AAA CLO ETF in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 12 reducing their positions, and 2 closing their positions.

Holders
28
Holders Change
+1
Holders Change %
+3.7%
% of All Funds
0.38%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
3
Increased
12
Reduced
12
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$7.17M
2
Mariner
2
Mariner
Kansas
$2.9M
3
Raymond James Financial
3
Raymond James Financial
Florida
$7.06M
4
GSIAS
4
Garden State Investment Advisory Services
New Jersey
$2.06M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.09M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$11.8M
2
FP
2
Fiduciary Planning
Florida
$24.2M
3
FWM
3
ForthRight Wealth Management
Georgia
$5.73M
4
Jane Street
4
Jane Street
New York
$499K
5
FHA
5
Flagship Harbor Advisors
Massachusetts
$687K
Name Market Value Shares Shares
Change 		Shares
Change %
FP
1
Fiduciary Planning
Florida
$24.2M 622,497 -67,998 -10%
LPL Financial
2
LPL Financial
California
$11.8M 302,382 -226,091 -43%
Goldman Sachs
3
Goldman Sachs
New York
$7.17M 184,485 +184,485 New
Raymond James Financial
4
Raymond James Financial
Florida
$7.06M 181,458 +25,745 +17%
FWM
5
ForthRight Wealth Management
Georgia
$5.73M 147,275 -55,049 -27%
KAS
6
Kestra Advisory Services
Texas
$4.17M 107,364 +4,836 +5%
ECM
7
Evergreen Capital Management
Washington
$3.95M 101,195 -8,795 -8%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$3.85M 98,947 +4,560 +5%
Mariner
9
Mariner
Kansas
$2.9M 74,540 +32,516 +77%
GSIAS
10
Garden State Investment Advisory Services
New Jersey
$2.06M 52,762 +20,768 +65%
Osaic Holdings
11
Osaic Holdings
Arizona
$2.03M 52,159 -7,489 -13%
PAG
12
Private Advisor Group
New Jersey
$1.44M 37,146 -1,765 -5%
Citadel Advisors
13
Citadel Advisors
Florida
$1.09M 28,017 +14,471 +107%
FHA
14
Flagship Harbor Advisors
Massachusetts
$687K 17,677 -13,622 -44%
CF
15
Convergence Financial
Missouri
$653K 16,806 +5,359 +47%
AWS
16
Atria Wealth Solutions
New York
$531K 13,601 +258 +2%
Jane Street
17
Jane Street
New York
$499K 12,833 -28,221 -69%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$450K 11,564 +7,264 +169%
Truist Financial
19
Truist Financial
North Carolina
$405K 10,417 +1,362 +15%
KWM
20
Kingsview Wealth Management
Oregon
$337K 8,660 -755 -8%
SWP
21
Stratos Wealth Partners
Ohio
$334K 8,596 +120 +1%
Stifel Financial
22
Stifel Financial
Missouri
$303K 7,802 -848 -10%
QCIG
23
Quad-Cities Investment Group
Iowa
$282K 7,252 +94 +1%
OPWM
24
Oregon Pacific Wealth Management
Oregon
$275K 7,069 -265 -4%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$232K 5,970 +5,970 New
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