TRPA

Hartford AAA CLO ETF
TRPA

Overview Fund Activity

27 hedge funds and large institutions have $87.8M invested in Hartford AAA CLO ETF in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
27
Holders Change
+8
Holders Change %
+42.11%
% of All Funds
0.4%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
10
Increased
8
Reduced
6
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FP
1
Fiduciary Planning
Florida
$23.4M
2
LPL Financial
2
LPL Financial
California
$21.7M
3
Jane Street
3
Jane Street
New York
$9.13M
4
CWM
4
Centric Wealth Management
Illinois
$6.91M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$1.7M

Top Sellers

1
ACA
1
Aptus Capital Advisors
Alabama
$0
2
MSA
2
McAlister Sweet & Associates
Texas
$0
3
ECM
3
Evergreen Capital Management
Washington
$11.1M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$3.15M
5
QCIG
5
Quad-Cities Investment Group
Iowa
$328K
Name Holding Trade Value Shares
Change 		Shares
Change %
BFEC
26
Benjamin F. Edwards & Company
Missouri
$13K -$20K -500 -61%
UBS Group
27
UBS Group
Switzerland
$5.46K +$5.46K +140 New
ACA
28
Aptus Capital Advisors
Alabama
– -$6.57M -172,647 Closed
MSA
29
McAlister Sweet & Associates
Texas
– -$4.34M -114,027 Closed
1
2