Hartford AAA CLO ETF
TRPA
19 hedge funds and large institutions have $49.6M invested in Hartford AAA CLO ETF in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 5 closing their positions.
42% more capital invested
Capital invested by funds: $34.9M → $49.6M (+$14.7M)
13.11% more ownership
Funds ownership: 83.31% → 96.41% (+13%)
0% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 7
5% less funds holding
Funds holding: 20 → 19 (-1)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FP
Fiduciary Planning
Englewood,
Florida
|
+$6.72M |
| 2 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$6.59M |
| 3 |
MSA
McAlister Sweet & Associates
Houston,
Texas
|
+$4.35M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$3.91M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ECM
Evergreen Capital Management
Bellevue,
Washington
|
-$2.83M |
| 2 |
Jane Street
New York
|
-$2.62M |
| 3 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$1.4M |
| 4 |
PFG
Prosperity Financial Group
San Ramon,
California
|
-$1.18M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.09M |
TRPA Hedge Fund Activity: Q3 2023 in Review
19 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Hartford AAA CLO ETF (TRPA) for Q3 2023, worth a combined $49.6M — up 42% from $34.9M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of TRPA and 4 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 7 added.
The largest buyer was Fiduciary Planning, opening a new position worth an estimated $6.72M. The largest seller was Evergreen Capital Management, cutting an estimated $2.83M.
- 19 institutional investors held Hartford AAA CLO ETF (TRPA) as of Q3 2023, down from 20 in Q2 2023.
- Funds reported $49.6M of Hartford AAA CLO ETF stock for Q3 2023, up 42% quarter-over-quarter.
- 4 funds opened new Hartford AAA CLO ETF positions in Q3 2023 and 5 closed out, a net change of -1 holder.
- The largest Hartford AAA CLO ETF buyer in Q3 2023 was Fiduciary Planning, an estimated $6.72M added.
- The largest Hartford AAA CLO ETF seller in Q3 2023 was Evergreen Capital Management, an estimated $2.83M sold.
Based on aggregated 13F filings for Q3 2023.