TRPA

Hartford AAA CLO ETF
TRPA

Overview Fund Activity

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.

Holders
19
Holders Change
-3
Holders Change %
-13.64%
% of All Funds
0.27%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
2
Increased
6
Reduced
7
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FWM
1
ForthRight Wealth Management
Georgia
$7.19M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$2.54M
3
LPL Financial
3
LPL Financial
California
$18.9M
4
Jane Street
4
Jane Street
New York
$1.27M
5
FP
5
Fiduciary Planning
Florida
$25.4M

Top Sellers

1
ECM
1
Evergreen Capital Management
Washington
$5.16M
2
CWM
2
Centric Wealth Management
Illinois
$0
3
MSA
3
McAlister Sweet & Associates
Texas
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$610K
5
BAM
5
Belpointe Asset Management
Nevada
$602K
Name Market Value Shares Shares
Change 		Shares
Change %
FP
1
Fiduciary Planning
Florida
$25.4M 652,409 +20,473 +3%
LPL Financial
2
LPL Financial
California
$18.9M 485,280 +48,818 +11%
FWM
3
ForthRight Wealth Management
Georgia
$7.19M 184,572 +101,873 +123%
ECM
4
Evergreen Capital Management
Washington
$5.16M 131,731 -298,251 -69%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$2.54M 65,039 +65,039 New
PAG
6
Private Advisor Group
New Jersey
$1.61M 41,327 +1,503 +4%
Jane Street
7
Jane Street
New York
$1.27M 32,564 +32,564 New
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$952K 24,426 +4,706 +24%
AWS
9
Atria Wealth Solutions
New York
$704K 17,978 -571 -3%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$610K 15,649 -30,814 -66%
BAM
11
Belpointe Asset Management
Nevada
$602K 15,451 -16,957 -52%
CIA
12
Concurrent Investment Advisors
Florida
$529K 13,564 -6,025 -31%
SPIA
13
Steward Partners Investment Advisory
New York
$441K 11,309 – –
Stifel Financial
14
Stifel Financial
Missouri
$440K 11,294 -1,626 -13%
QCIG
15
Quad-Cities Investment Group
Iowa
$273K 7,009 – –
JCM
16
Jacobi Capital Management
Pennsylvania
$214K 5,480 – –
Osaic Holdings
17
Osaic Holdings
Arizona
$205K 5,268 +3,433 +187%
WIM
18
Westside Investment Management
California
$46.8K 1,200 – –
Morgan Stanley
19
Morgan Stanley
New York
$444 11 -2 -15%
CWM
20
Centric Wealth Management
Illinois
– – -40,000 Closed
MSA
21
McAlister Sweet & Associates
Texas
– – -33,088 Closed
UBS Group
22
UBS Group
Switzerland
– – -7,306 Closed
Truist Financial
23
Truist Financial
North Carolina
– – -5,763 Closed
CFGS
24
Concourse Financial Group Securities
Alabama
– – – –