TRPA

Hartford AAA CLO ETF
TRPA

Overview Fund Activity

24 hedge funds and large institutions have $62.2M invested in Hartford AAA CLO ETF in 2022 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 2 closing their positions.

Holders
24
Holders Change
+1
Holders Change %
+4.35%
% of All Funds
0.39%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
3
Increased
10
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$13.1M
2
LPL Financial
2
LPL Financial
California
$3.68M
3
Citadel Advisors
3
Citadel Advisors
Florida
$2.88M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.51M
5
MFGM
5
Marshall Financial Group (Maryland)
Maryland
$288K

Top Sellers

1
ECM
1
Evergreen Capital Management
Washington
$16.2M
2
FPIS
2
Financial Planning & Information Services
Wisconsin
$17.1M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$278K
4
Truist Financial
4
Truist Financial
North Carolina
$557K
5
APWA
5
Atlas Private Wealth Advisors
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FPIS
1
Financial Planning & Information Services
Wisconsin
$17.1M 454,134 -67,506 -13%
ECM
2
Evergreen Capital Management
Washington
$16.2M 427,897 -362,272 -46%
Jane Street
3
Jane Street
New York
$13.1M 347,579 +273,715 +371%
LPL Financial
4
LPL Financial
California
$3.68M 97,535 +72,678 +292%
WAP
5
Wealthcare Advisory Partners
Pennsylvania
$3.12M 82,651 +743 +0.9%
Citadel Advisors
6
Citadel Advisors
Florida
$2.88M 76,173 +26,291 +53%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$1.51M 40,020 +23,766 +146%
Stifel Financial
8
Stifel Financial
Missouri
$629K 16,660 +1,014 +6%
HighTower Advisors
9
HighTower Advisors
Illinois
$563K 14,927 +34 +0.2%
Truist Financial
10
Truist Financial
North Carolina
$557K 14,753 -18,576 -56%
QCIG
11
Quad-Cities Investment Group
Iowa
$404K 10,714 -70 -0.6%
SPIA
12
Steward Partners Investment Advisory
New York
$378K 10,000 – –
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$345K 9,143 -5,331 -37%
MFGM
14
Marshall Financial Group (Maryland)
Maryland
$288K 7,640 +7,640 New
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$278K 7,353 -18,576 -72%
RCAG
16
Rehmann Capital Advisory Group
Michigan
$245K 6,483 – –
MWP
17
Madison Wealth Partners
Wisconsin
$221K 5,842 -71 -1%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$217K 5,737 +5,737 New
Osaic Holdings
19
Osaic Holdings
Arizona
$140K 3,715 +821 +28%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$128K 3,400 +229 +7%
UBS Group
21
UBS Group
Switzerland
$99.2K 2,628 +1,252 +91%
HI
22
Harbour Investments
Wisconsin
$36.8K 975 +975 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$17K 456 – –
WIM
24
Westside Investment Management
California
$45 1,200 – –
APWA
25
Atlas Private Wealth Advisors
New Jersey
– – -7,272 Closed
1
2