TRPA

Hartford AAA CLO ETF
TRPA

Overview Fund Activity

25 hedge funds and large institutions have $84M invested in Hartford AAA CLO ETF in 2022 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
25
Holders Change
–
Holders Change %
0%
% of All Funds
0.4%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
5
Increased
9
Reduced
9
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FPIS
Financial Planning & Information Services
Wisconsin
$23.6M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$4.33M
3
Truist Financial
Truist Financial
North Carolina
$6.88M
4
CAN
Claraphi Advisory Network
United States
$707K
5
SPIA
Steward Partners Investment Advisory
New York
$392K

Top Sellers

1
HFM
Hartford Funds Management
Pennsylvania
$0
2
RA
RFG Advisory
Alabama
$207K
3
ECM
Evergreen Capital Management
Washington
$39.2M
4
Jane Street
Jane Street
New York
$0
5
LPL Financial
LPL Financial
California
$3.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
1
Evergreen Capital Management
Washington
$39.2M -$3.63M -92,498 -8%
FPIS
2
Financial Planning & Information Services
Wisconsin
$23.6M +$17.1M +437,014 +265%
Truist Financial
3
Truist Financial
North Carolina
$6.88M +$1.93M +49,203 +39%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$4.33M +$1.99M +50,717 +85%
LPL Financial
5
LPL Financial
California
$3.08M -$2.1M -53,522 -41%
Citadel Advisors
6
Citadel Advisors
Florida
$864K -$268K -6,845 -24%
Stifel Financial
7
Stifel Financial
Missouri
$746K -$137K -3,491 -15%
APWA
8
Atlas Private Wealth Advisors
New Jersey
$745K +$169K +4,305 +29%
HighTower Advisors
9
HighTower Advisors
Illinois
$724K -$263K -6,706 -27%
CAN
10
Claraphi Advisory Network
United States
$707K +$707K +18,035 New
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$625K -$1.08M -27,440 -63%
QCIG
12
Quad-Cities Investment Group
Iowa
$515K +$24.3K +619 +5%
SPIA
13
Steward Partners Investment Advisory
New York
$392K +$392K +10,000 New
RCAG
14
Rehmann Capital Advisory Group
Michigan
$279K – – –
RA
15
RFG Advisory
Alabama
$207K -$4.68M -119,482 -96%
LFA
16
Laraway Financial Advisors
Minnesota
$201K +$201K +5,130 New
FCA
17
FinTrust Capital Advisors
South Carolina
$185K +$185K +4,715 New
Osaic Holdings
18
Osaic Holdings
Arizona
$170K +$12.6K +320 +8%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$129K -$48.8K -1,244 -27%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$126K +$11.8K +299 +10%
CAAS
21
Capital Asset Advisory Services
Michigan
$107K -$26K -664 -20%
UBS Group
22
UBS Group
Switzerland
$95K +$34.9K +890 +58%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$12K +$78 +2 +0.7%
FCMA
24
Foresight Capital Management Advisors
Michigan
$7K +$7K +191 New
WIM
25
Westside Investment Management
California
$243 – – –
1
2