TRPA

Hartford AAA CLO ETF
TRPA

Overview Fund Activity

22 hedge funds and large institutions have $73.5M invested in Hartford AAA CLO ETF in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
22
Holders Change
-4
Holders Change %
-15.38%
% 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
2
Increased
7
Reduced
10
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ECM
1
Evergreen Capital Management
Washington
$16.8M
2
FWM
2
ForthRight Wealth Management
Georgia
$3.22M
3
MSA
3
McAlister Sweet & Associates
Texas
$1.29M
4
FP
4
Fiduciary Planning
Florida
$24.6M
5
CIA
5
Concurrent Investment Advisors
Florida
$763K

Top Sellers

1
LPL Financial
1
LPL Financial
California
$17M
2
Jane Street
2
Jane Street
New York
$0
3
BAM
3
Belpointe Asset Management
Nevada
$1.26M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.81M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
26
Citadel Advisors
Florida
– -$381K -9,791 Closed
AWM
27
Avior Wealth Management
Nebraska
– -$273K -6,998 Closed
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
– -$244K -6,264 Closed
1
2