TRPA

Hartford AAA CLO ETF
TRPA

Overview Fund Activity

26 hedge funds and large institutions have $79.2M invested in Hartford AAA CLO ETF in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 3 closing their positions.

Holders
26
Holders Change
-1
Holders Change %
-3.7%
% of All Funds
0.38%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
2
Increased
10
Reduced
10
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BAM
1
Belpointe Asset Management
Nevada
$3.75M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$2.49M
3
LPL Financial
3
LPL Financial
California
$22.2M
4
FWM
4
ForthRight Wealth Management
Georgia
$1.89M
5
PAG
5
Private Advisor Group
New Jersey
$1.56M

Top Sellers

1
CWM
1
Centric Wealth Management
Illinois
$1.95M
2
Jane Street
2
Jane Street
New York
$4.8M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$1.02M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$0
5
FTUS
5
Flow Traders U.S.
New York
$479K
Name Market Value Shares Shares
Change 		Shares
Change %
FP
1
Fiduciary Planning
Florida
$23.5M 603,161 +3,756 +0.6%
LPL Financial
2
LPL Financial
California
$22.2M 568,818 +12,772 +2%
ECM
3
Evergreen Capital Management
Washington
$11M 280,613 -2,701 -1%
Jane Street
4
Jane Street
New York
$4.8M 123,292 -110,840 -47%
BAM
5
Belpointe Asset Management
Nevada
$3.75M 96,320 +96,320 New
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$2.49M 63,989 +35,063 +121%
CWM
7
Centric Wealth Management
Illinois
$1.95M 50,000 -127,500 -72%
FWM
8
ForthRight Wealth Management
Georgia
$1.89M 48,537 +8,412 +21%
PAG
9
Private Advisor Group
New Jersey
$1.56M 39,978 +4,602 +13%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$1.02M 26,069 -54,761 -68%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$749K 19,233 +2,960 +18%
AWS
12
Atria Wealth Solutions
New York
$733K 18,799 -390 -2%
Stifel Financial
13
Stifel Financial
Missouri
$574K 14,746 -1,887 -11%
FTUS
14
Flow Traders U.S.
New York
$479K 12,290 -25,313 -67%
Osaic Holdings
15
Osaic Holdings
Arizona
$457K 11,697 -13,728 -54%
Citadel Advisors
16
Citadel Advisors
Florida
$381K 9,791 +941 +11%
SPIA
17
Steward Partners Investment Advisory
New York
$351K 9,000 – –
Truist Financial
18
Truist Financial
North Carolina
$277K 7,104 -151 -2%
QCIG
19
Quad-Cities Investment Group
Iowa
$273K 7,009 -1,428 -17%
AWM
20
Avior Wealth Management
Nebraska
$273K 6,998 +87 +1%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$244K 6,264 +1,044 +20%
JCM
22
Jacobi Capital Management
Pennsylvania
$213K 5,480 – –
WIM
23
Westside Investment Management
California
$46.7K 1,200 – –
UBS Group
24
UBS Group
Switzerland
$20K 514 +374 +267%
BFEC
25
Benjamin F. Edwards & Company
Missouri
$13K 325 – –
1
2