Hartford AAA CLO ETF
TRPA
28 hedge funds and large institutions have $75.3M invested in Hartford AAA CLO ETF in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 2 closing their positions.
450% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 2
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
47% more funds holding
Funds holding: 19 → 28 (+9)
12% more capital invested
Capital invested by funds: $67.1M → $75.3M (+$8.12M)
5.68% more ownership
Funds ownership: 76.51% → 82.2% (+5.7%)
13% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$3.8M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.9M |
| 3 |
FP
Fiduciary Planning
Englewood,
Florida
|
+$705K |
| 4 |
SC
Syon Capital
San Francisco,
California
|
+$463K |
| 5 |
GSIAS
Garden State Investment Advisory Services
Red Bank,
New Jersey
|
+$405K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$2.54M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$610K |
| 3 |
Jane Street
New York
|
-$327K |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$90K |
| 5 |
AWS
Atria Wealth Solutions
New York
|
-$89.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WIM
26
Westside Investment Management
Santa Monica,
California
| $46.7K | – | – | – |
|
27
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $5.37K | +$5.4K | +138 | New |
|
28
Morgan Stanley
New York
| $49 | -$391 | -10 | -91% |
|
|
29
JP Morgan Chase
New York
| – | -$2.54M | -65,039 | Closed |
|
|
30
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$610K | -15,649 | Closed |
|
TRPA Hedge Fund Activity: Q4 2024 in Review
28 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Hartford AAA CLO ETF (TRPA) for Q4 2024, worth a combined $75.3M — up 12% from $67.1M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new TRPA positions and 2 closed out — a net gain of 9 holders — while 7 added to existing stakes and 8 trimmed.
The largest buyer was Kestra Advisory Services, opening a new position worth an estimated $3.8M. The largest seller was JP Morgan Chase, exiting entirely with an estimated $2.54M sold.
- 28 institutional investors held Hartford AAA CLO ETF (TRPA) as of Q4 2024, up from 19 in Q3 2024.
- Funds reported $75.3M of Hartford AAA CLO ETF stock for Q4 2024, up 12% quarter-over-quarter.
- 11 funds opened new Hartford AAA CLO ETF positions in Q4 2024 and 2 closed out, a net change of +9 holders.
- The largest Hartford AAA CLO ETF buyer in Q4 2024 was Kestra Advisory Services, an estimated $3.8M added.
- The largest Hartford AAA CLO ETF seller in Q4 2024 was JP Morgan Chase, an estimated $2.54M sold.
Based on aggregated 13F filings for Q4 2024.