TRPA

Hartford AAA CLO ETF
TRPA

Overview Fund Activity

28 hedge funds and large institutions have $75.3M invested in Hartford AAA CLO ETF in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 2 closing their positions.

Holders
28
Holders Change
+9
Holders Change %
+47.37%
% of All Funds
0.37%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
11
Increased
7
Reduced
8
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KAS
1
Kestra Advisory Services
Texas
$3.79M
2
Raymond James Financial
2
Raymond James Financial
Florida
$2.24M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$2.84M
4
FP
4
Fiduciary Planning
Florida
$26.1M
5
SC
5
Syon Capital
California
$461K

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
Jane Street
3
Jane Street
New York
$942K
4
PAG
4
Private Advisor Group
New Jersey
$1.52M
5
AWS
5
Atria Wealth Solutions
New York
$612K
Name Market Value Shares Shares
Change 		Shares
Change %
FP
1
Fiduciary Planning
Florida
$26.1M 670,420 +18,011 +3%
LPL Financial
2
LPL Financial
California
$19.2M 492,696 +7,416 +2%
FWM
3
ForthRight Wealth Management
Georgia
$7.58M 194,689 +10,117 +5%
ECM
4
Evergreen Capital Management
Washington
$5.27M 134,361 +2,630 +2%
KAS
5
Kestra Advisory Services
Texas
$3.79M 97,218 +97,218 New
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$2.84M 73,049 +48,623 +199%
Raymond James Financial
7
Raymond James Financial
Florida
$2.24M 57,464 +57,464 New
PAG
8
Private Advisor Group
New Jersey
$1.52M 39,026 -2,301 -6%
Jane Street
9
Jane Street
New York
$942K 24,196 -8,368 -26%
AWS
10
Atria Wealth Solutions
New York
$612K 15,698 -2,280 -13%
BAM
11
Belpointe Asset Management
Nevada
$599K 15,336 -115 -0.7%
CIA
12
Concurrent Investment Advisors
Florida
$482K 12,384 -1,180 -9%
SC
13
Syon Capital
California
$461K 11,829 +11,829 New
Stifel Financial
14
Stifel Financial
Missouri
$439K 11,278 -16 -0.1%
GSIAS
15
Garden State Investment Advisory Services
New Jersey
$406K 10,342 +10,342 New
SPIA
16
Steward Partners Investment Advisory
New York
$358K 9,200 -2,109 -19%
CF
17
Convergence Financial
Missouri
$351K 9,009 +9,009 New
KWM
18
Kingsview Wealth Management
Oregon
$343K 8,799 +8,799 New
NA
19
NewEdge Advisors
Louisiana
$321K 8,250 +8,250 New
QCIG
20
Quad-Cities Investment Group
Iowa
$274K 7,041 +32 +0.5%
OPWM
21
Oregon Pacific Wealth Management
Oregon
$274K 7,041 +7,041 New
Truist Financial
22
Truist Financial
North Carolina
$231K 5,934 +5,934 New
JCM
23
Jacobi Capital Management
Pennsylvania
$213K 5,480 – –
Osaic Holdings
24
Osaic Holdings
Arizona
$205K 5,276 +8 +0.2%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$167K 4,300 +4,300 New
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