TRPA

Hartford AAA CLO ETF
TRPA

Overview Fund Activity

26 hedge funds and large institutions have $79.2M invested in Hartford AAA CLO ETF in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
26
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
2
Increased
10
Reduced
10
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BAM
Belpointe Asset Management
Nevada
$3.75M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.49M
3
LPL Financial
LPL Financial
California
$22.2M
4
FWM
ForthRight Wealth Management
Georgia
$1.89M
5
PAG
Private Advisor Group
New Jersey
$1.56M

Top Sellers

1
CWM
Centric Wealth Management
Illinois
$1.95M
2
Jane Street
Jane Street
New York
$4.8M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$1.02M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$0
5
FTUS
Flow Traders U.S.
New York
$479K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$47 +$47 +1 New
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
– -$1.7M -44,293 Closed
CFS
28
CGC Financial Services
Oregon
– -$94.6K -2,427 Closed
PTC
29
Private Trust Company
Ohio
– -$15.9K -408 Closed
1
2