TRPA

Hartford AAA CLO ETF
TRPA

Overview Fund Activity

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
Holders
27
Holders Change
-1
Holders Change %
-3.57%
% of All Funds
0.37%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
5
Increased
15
Reduced
5
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
Raymond James Financial
Florida
+$3.82M
2
Osaic Holdings
Osaic Holdings
Arizona
+$2.11M
3
Mariner
Mariner
Kansas
+$1.63M
4
LPL Financial
LPL Financial
California
+$1.39M
5
FHA
Flagship Harbor Advisors
Massachusetts
+$1.22M

Top Sellers

1
ECM
Evergreen Capital Management
Washington
-$951K
2
BAM
Belpointe Asset Management
Nevada
-$599K
3
CIA
Concurrent Investment Advisors
Florida
-$482K
4
SC
Syon Capital
California
-$461K
5
SPIA
Steward Partners Investment Advisory
New York
-$358K
Name Holding Trade Value Shares
Change 		Shares
Change %
WIM
26
Westside Investment Management
California
$46.6K – – –
Morgan Stanley
27
Morgan Stanley
New York
$1.08K +$1.04K +26 +2,600%
BAM
28
Belpointe Asset Management
Nevada
– -$599K -15,336 Closed
CIA
29
Concurrent Investment Advisors
Florida
– -$482K -12,384 Closed
SC
30
Syon Capital
California
– -$461K -11,829 Closed
SPIA
31
Steward Partners Investment Advisory
New York
– -$358K -9,200 Closed
JCM
32
Jacobi Capital Management
Pennsylvania
– -$213K -5,480 Closed
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
– -$5.37K -138 Closed
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