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TRPA

Hartford AAA CLO ETF

26 hedge funds and large institutions have $80.3M invested in Hartford AAA CLO ETF in 2026 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 13

1.69% less ownership

Funds ownership: 79.86%78.16% (-1.7%)

6% less capital invested

Capital invested by funds: $85.5M → $80.3M (-$5.19M)

13% less funds holding

Funds holding: 3026 (-4)

80% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 5

Holders
26
Holders Change
-4
Holders Change %
-13.33%
% of All Funds
0.32%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
1
Increased
12
Reduced
13
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FP
1
Fiduciary Planning
Florida
$24.7M +$372K +9,541 +2%
LPL Financial
2
LPL Financial
California
$8.72M -$510K -13,109 -6%
Raymond James Financial
3
Raymond James Financial
Florida
$6.16M +$2.66M +68,284 +75%
KAS
4
Kestra Advisory Services
Texas
$4.65M +$169K +4,334 +4%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.49M +$489K +12,571 +12%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$4.21M +$213K +5,468 +5%
CF
7
Convergence Financial
Missouri
$3.72M +$1.71M +43,893 +84%
ECM
8
Evergreen Capital Management
Washington
$3.33M -$169K -4,335 -5%
Osaic Holdings
9
Osaic Holdings
Arizona
$2.89M +$105K +2,684 +4%
FWM
10
ForthRight Wealth Management
Georgia
$2.87M -$1.65M -42,297 -36%
FHA
11
Flagship Harbor Advisors
Massachusetts
$2.85M +$84K +2,156 +3%
Goldman Sachs
12
Goldman Sachs
New York
$1.61M -$4.52M -116,018 -74%
Jones Financial Companies
13
Jones Financial Companies
Missouri
$1.52M +$1.23M +31,702 +426%
Mariner
14
Mariner
Kansas
$1.28M -$1.8M -46,235 -58%
PAG
15
Private Advisor Group
New Jersey
$1.21M -$66.6K -1,711 -5%
SWP
16
Stratos Wealth Partners
Ohio
$1.2M +$159K +4,075 +15%
GSIAS
17
Garden State Investment Advisory Services
New Jersey
$1.07M -$544K -13,976 -34%
ACA
18
Aptus Capital Advisors
Alabama
$1.01M -$219K -5,625 -18%
RIA
19
Regal Investment Advisors
Michigan
$738K -$242K -6,222 -25%
Truist Financial
20
Truist Financial
North Carolina
$688K +$78.1K +2,007 +13%
FTUS
21
Flow Traders U.S.
New York
$397K -$92.7K -2,380 -19%
IAA
22
Independent Advisor Alliance
North Carolina
$388K +$390K +10,004 New
KWM
23
Kingsview Wealth Management
Oregon
$218K +$2.02K +52 +0.9%
OMC
24
Old Mission Capital
Illinois
$215K -$431K -11,063 -67%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$204K -$18.5K -474 -8%

TRPA Hedge Fund Activity: Q1 2026 in Review

26 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Hartford AAA CLO ETF (TRPA) for Q1 2026, worth a combined $80.3M — down 6.1% from $85.5M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of TRPA and 1 opened new positions — a net loss of 4 holders — while 13 trimmed existing stakes and 12 added.

The largest buyer was Raymond James Financial, adding an estimated $2.66M. The largest seller was Goldman Sachs, cutting an estimated $4.52M.

  • 26 institutional investors held Hartford AAA CLO ETF (TRPA) as of Q1 2026, down from 30 in Q4 2025.
  • Funds reported $80.3M of Hartford AAA CLO ETF stock for Q1 2026, down 6.1% quarter-over-quarter.
  • 1 fund opened new Hartford AAA CLO ETF positions in Q1 2026 and 5 closed out, a net change of -4 holders.
  • The largest Hartford AAA CLO ETF buyer in Q1 2026 was Raymond James Financial, an estimated $2.66M added.
  • The largest Hartford AAA CLO ETF seller in Q1 2026 was Goldman Sachs, an estimated $4.52M sold.

Based on aggregated 13F filings for Q1 2026.