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 %
WIM
26
Westside Investment Management
California
$46.7K 1,200 – –
UBS Group
27
UBS Group
Switzerland
$31.9K 821 +821 New
Morgan Stanley
28
Morgan Stanley
New York
$1.02K 26 -1 -4%
ARC
29
Advisor Resource Council
Texas
– – -9,313 Closed
NA
30
NewEdge Advisors
Louisiana
– – -5,000 Closed
1
2