Hartford AAA CLO ETF
TRPA
19 hedge funds and large institutions have $67.1M invested in Hartford AAA CLO ETF in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 4 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.98% less ownership
Funds ownership: 78.49% → 76.51% (-2%)
9% less capital invested
Capital invested by funds: $73.5M → $67.1M (-$6.32M)
14% less funds holding
Funds holding: 22 → 19 (-3)
14% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 7
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FWM
ForthRight Wealth Management
Alpharetta,
Georgia
|
+$3.98M |
| 2 |
JP Morgan Chase
New York
|
+$2.54M |
| 3 |
LPL Financial
San Diego,
California
|
+$1.91M |
| 4 |
Jane Street
New York
|
+$1.27M |
| 5 |
FP
Fiduciary Planning
Englewood,
Florida
|
+$800K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ECM
Evergreen Capital Management
Bellevue,
Washington
|
-$11.7M |
| 2 |
CWM
Centric Wealth Management
Chicago,
Illinois
|
-$1.57M |
| 3 |
MSA
McAlister Sweet & Associates
Houston,
Texas
|
-$1.29M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.2M |
| 5 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
-$663K |
TRPA Hedge Fund Activity: Q3 2024 in Review
19 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Hartford AAA CLO ETF (TRPA) for Q3 2024, worth a combined $67.1M — down 8.6% from $73.5M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of TRPA and 2 opened new positions — a net loss of 2 holders — while 7 trimmed existing stakes and 6 added.
The largest buyer was ForthRight Wealth Management, adding an estimated $3.98M. The largest seller was Evergreen Capital Management, cutting an estimated $11.7M.
- 19 institutional investors held Hartford AAA CLO ETF (TRPA) as of Q3 2024, down from 22 in Q2 2024.
- Funds reported $67.1M of Hartford AAA CLO ETF stock for Q3 2024, down 8.6% quarter-over-quarter.
- 2 funds opened new Hartford AAA CLO ETF positions in Q3 2024 and 4 closed out, a net change of -2 holders.
- The largest Hartford AAA CLO ETF buyer in Q3 2024 was ForthRight Wealth Management, an estimated $3.98M added.
- The largest Hartford AAA CLO ETF seller in Q3 2024 was Evergreen Capital Management, an estimated $11.7M sold.
Based on aggregated 13F filings for Q3 2024.