TRPA

Hartford AAA CLO ETF
TRPA

27 hedge funds and large institutions have $86.9M invested in Hartford AAA CLO ETF in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 5 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10: →

less ownership

Funds ownership: →

4% less funds holding

Funds holding: 28 → 27 (-1)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

Holders
27
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$3.82M
2
+$2.11M
3
+$1.63M
4
LPL Financial
LPL Financial
California
+$1.39M
5
FHA
Flagship Harbor Advisors
Massachusetts
+$1.22M

Top Sellers

1
-$951K
2
-$599K
3
-$482K
4
SC
Syon Capital
California
-$461K
5
SPIA
Steward Partners Investment Advisory
New York
-$358K
Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
26
Westside Investment Management
California
$46.6K
Morgan Stanley
27
Morgan Stanley
New York
$1.08K
BAM
28
Belpointe Asset Management
Nevada
–
CIA
29
Concurrent Investment Advisors
Florida
–
SC
30
Syon Capital
California
–
SPIA
31
Steward Partners Investment Advisory
New York
–
JCM
32
Jacobi Capital Management
Pennsylvania
–
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
–
1
2