Hartford AAA CLO ETF
TRPA
29 hedge funds and large institutions have $83.3M invested in Hartford AAA CLO ETF in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 11 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
18% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 11
7% more funds holding
Funds holding: 27 → 29 (+2)
4% less capital invested
Capital invested by funds: $86.9M → $83.3M (-$3.67M)
2.06% less ownership
Funds ownership: 81.35% → 79.29% (-2.1%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$7.16M |
| 2 |
Mariner
Overland Park,
Kansas
|
+$1.26M |
| 3 |
Raymond James Financial
St Petersburg,
Florida
|
+$999K |
| 4 |
GSIAS
Garden State Investment Advisory Services
Red Bank,
New Jersey
|
+$806K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$561K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$8.77M |
| 2 |
FP
Fiduciary Planning
Englewood,
Florida
|
-$2.64M |
| 3 |
FWM
ForthRight Wealth Management
Alpharetta,
Georgia
|
-$2.14M |
| 4 |
Jane Street
New York
|
-$1.09M |
| 5 |
FHA
Flagship Harbor Advisors
Boston,
Massachusetts
|
-$529K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $217K | +$217K | +5,590 | New |
|
|
WIM
27
Westside Investment Management
Santa Monica,
California
| $46.7K | – | – | – |
|
28
UBS Group
Zurich,
Switzerland
| $31.9K | +$31.9K | +821 | New |
|
29
Morgan Stanley
New York
| $1.01K | -$39 | -1 | -4% |
|
|
ARC
30
Advisor Resource Council
Dallas,
Texas
| – | -$362K | -9,313 | Closed |
|
|
NA
31
NewEdge Advisors
New Orleans,
Louisiana
| – | -$194K | -5,000 | Closed |
|
TRPA Hedge Fund Activity: Q2 2025 in Review
29 of the 7,598 institutional investors tracked by Wall St. Rank reported a position in Hartford AAA CLO ETF (TRPA) for Q2 2025, worth a combined $83.3M — down 4.2% from $86.9M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new TRPA positions and 2 closed out — a net gain of 2 holders — while 13 added to existing stakes and 11 trimmed.
The largest buyer was Goldman Sachs, opening a new position worth an estimated $7.16M. The largest seller was LPL Financial, cutting an estimated $8.77M.
- 29 institutional investors held Hartford AAA CLO ETF (TRPA) as of Q2 2025, up from 27 in Q1 2025.
- Funds reported $83.3M of Hartford AAA CLO ETF stock for Q2 2025, down 4.2% quarter-over-quarter.
- 4 funds opened new Hartford AAA CLO ETF positions in Q2 2025 and 2 closed out, a net change of +2 holders.
- The largest Hartford AAA CLO ETF buyer in Q2 2025 was Goldman Sachs, an estimated $7.16M added.
- The largest Hartford AAA CLO ETF seller in Q2 2025 was LPL Financial, an estimated $8.77M sold.
Based on aggregated 13F filings for Q2 2025.