TRPA

Hartford AAA CLO ETF
TRPA

Overview Fund Activity

22 hedge funds and large institutions have $73.5M invested in Hartford AAA CLO ETF in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 10 reducing their positions, and 6 closing their positions.

Holders
22
Holders Change
-4
Holders Change %
-15.38%
% of All Funds
0.32%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
2
Increased
7
Reduced
10
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ECM
1
Evergreen Capital Management
Washington
$16.8M
2
FWM
2
ForthRight Wealth Management
Georgia
$3.22M
3
MSA
3
McAlister Sweet & Associates
Texas
$1.29M
4
FP
4
Fiduciary Planning
Florida
$24.6M
5
CIA
5
Concurrent Investment Advisors
Florida
$763K

Top Sellers

1
LPL Financial
1
LPL Financial
California
$17M
2
Jane Street
2
Jane Street
New York
$0
3
BAM
3
Belpointe Asset Management
Nevada
$1.26M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.81M
Name Market Value Shares Shares
Change 		Shares
Change %
FP
1
Fiduciary Planning
Florida
$24.6M 631,936 +28,775 +5%
LPL Financial
2
LPL Financial
California
$17M 436,462 -132,356 -23%
ECM
3
Evergreen Capital Management
Washington
$16.8M 429,982 +149,369 +53%
FWM
4
ForthRight Wealth Management
Georgia
$3.22M 82,699 +34,162 +70%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.81M 46,463 -17,526 -27%
CWM
6
Centric Wealth Management
Illinois
$1.57M 40,000 -10,000 -20%
PAG
7
Private Advisor Group
New Jersey
$1.55M 39,824 -154 -0.4%
MSA
8
McAlister Sweet & Associates
Texas
$1.29M 33,088 +33,088 New
BAM
9
Belpointe Asset Management
Nevada
$1.26M 32,408 -63,912 -66%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$768K 19,720 +487 +3%
CIA
11
Concurrent Investment Advisors
Florida
$763K 19,589 +19,589 New
AWS
12
Atria Wealth Solutions
New York
$726K 18,549 -250 -1%
Stifel Financial
13
Stifel Financial
Missouri
$503K 12,920 -1,826 -12%
SPIA
14
Steward Partners Investment Advisory
New York
$440K 11,309 +2,309 +26%
UBS Group
15
UBS Group
Switzerland
$284K 7,306 +6,792 +1,321%
QCIG
16
Quad-Cities Investment Group
Iowa
$273K 7,009 – –
Truist Financial
17
Truist Financial
North Carolina
$224K 5,763 -1,341 -19%
JCM
18
Jacobi Capital Management
Pennsylvania
$213K 5,480 – –
Osaic Holdings
19
Osaic Holdings
Arizona
$71.5K 1,835 -9,862 -84%
WIM
20
Westside Investment Management
California
$46.7K 1,200 – –
BFEC
21
Benjamin F. Edwards & Company
Missouri
$9K 225 -100 -31%
Morgan Stanley
22
Morgan Stanley
New York
$508 13 +12 +1,200%
Jane Street
23
Jane Street
New York
– – -123,292 Closed
RJFSA
24
Raymond James Financial Services Advisors
Florida
– – -26,069 Closed
FTUS
25
Flow Traders U.S.
New York
– – -12,290 Closed
1
2