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.
200% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 5
16% more capital invested
Capital invested by funds: $75.3M → $86.9M (+$11.7M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.85% less ownership
Funds ownership: 82.2% → 81.35% (-0.85%)
4% less funds holding
Funds holding: 28 → 27 (-1)
17% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James Financial
St Petersburg,
Florida
|
+$3.84M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.12M |
| 3 |
Mariner
Overland Park,
Kansas
|
+$1.64M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.4M |
| 5 |
FHA
Flagship Harbor Advisors
Boston,
Massachusetts
|
+$1.22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ECM
Evergreen Capital Management
Bellevue,
Washington
|
-$951K |
| 2 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
-$599K |
| 3 |
CIA
Concurrent Investment Advisors
Tampa,
Florida
|
-$482K |
| 4 |
SC
Syon Capital
San Francisco,
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
Santa Monica,
California
| $46.6K | – | – | – |
|
27
Morgan Stanley
New York
| $1.08K | +$1.01K | +26 | +2,600% |
|
|
BAM
28
Belpointe Asset Management
Reno,
Nevada
| – | -$599K | -15,336 | Closed |
|
|
CIA
29
Concurrent Investment Advisors
Tampa,
Florida
| – | -$482K | -12,384 | Closed |
|
|
SC
30
Syon Capital
San Francisco,
California
| – | -$461K | -11,829 | Closed |
|
|
SPIA
31
Steward Partners Investment Advisory
New York
| – | -$358K | -9,200 | Closed |
|
|
JCM
32
Jacobi Capital Management
Pittston,
Pennsylvania
| – | -$213K | -5,480 | Closed |
|
33
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$5.37K | -138 | Closed |
|
TRPA Hedge Fund Activity: Q1 2025 in Review
27 of the 7,461 institutional investors tracked by Wall St. Rank reported a position in Hartford AAA CLO ETF (TRPA) for Q1 2025, worth a combined $86.9M — up 16% from $75.3M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of TRPA and 5 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 15 added.
The largest buyer was Raymond James Financial, adding an estimated $3.84M. The largest seller was Evergreen Capital Management, cutting an estimated $951K.
- 27 institutional investors held Hartford AAA CLO ETF (TRPA) as of Q1 2025, down from 28 in Q4 2024.
- Funds reported $86.9M of Hartford AAA CLO ETF stock for Q1 2025, up 16% quarter-over-quarter.
- 5 funds opened new Hartford AAA CLO ETF positions in Q1 2025 and 6 closed out, a net change of -1 holder.
- The largest Hartford AAA CLO ETF buyer in Q1 2025 was Raymond James Financial, an estimated $3.84M added.
- The largest Hartford AAA CLO ETF seller in Q1 2025 was Evergreen Capital Management, an estimated $951K sold.
Based on aggregated 13F filings for Q1 2025.