TRPA

Hartford AAA CLO ETF
TRPA

Overview Fund Activity

27 hedge funds and large institutions have $86.9M invested in Hartford AAA CLO ETF in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 5 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
27
Holders Change
-1
Holders Change %
-3.57%
% of All Funds
0.37%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
5
Increased
15
Reduced
5
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
Raymond James Financial
Florida
+$3.82M
2
Osaic Holdings
Osaic Holdings
Arizona
+$2.11M
3
Mariner
Mariner
Kansas
+$1.63M
4
LPL Financial
LPL Financial
California
+$1.39M
5
FHA
Flagship Harbor Advisors
Massachusetts
+$1.22M

Top Sellers

1
ECM
Evergreen Capital Management
Washington
-$951K
2
BAM
Belpointe Asset Management
Nevada
-$599K
3
CIA
Concurrent Investment Advisors
Florida
-$482K
4
SC
Syon Capital
California
-$461K
5
SPIA
Steward Partners Investment Advisory
New York
-$358K
Name Holding Trade Value Shares
Change 		Shares
Change %
FP
1
Fiduciary Planning
Florida
$26.8M +$780K +20,075 +3%
LPL Financial
2
LPL Financial
California
$20.5M +$1.39M +35,777 +7%
FWM
3
ForthRight Wealth Management
Georgia
$7.86M +$297K +7,635 +4%
Raymond James Financial
4
Raymond James Financial
Florida
$6.05M +$3.82M +98,249 +171%
ECM
5
Evergreen Capital Management
Washington
$4.29M -$951K -24,371 -18%
KAS
6
Kestra Advisory Services
Texas
$3.98M +$206K +5,310 +5%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$3.67M +$829K +21,338 +29%
Osaic Holdings
8
Osaic Holdings
Arizona
$2.32M +$2.11M +54,372 +1,031%
Mariner
9
Mariner
Kansas
$1.63M +$1.63M +42,024 New
Jane Street
10
Jane Street
New York
$1.59M +$655K +16,858 +70%
PAG
11
Private Advisor Group
New Jersey
$1.51M -$4.47K -115 -0.3%
GSIAS
12
Garden State Investment Advisory Services
New Jersey
$1.25M +$844K +21,652 +209%
FHA
13
Flagship Harbor Advisors
Massachusetts
$1.22M +$1.22M +31,299 New
Citadel Advisors
14
Citadel Advisors
Florida
$526K +$526K +13,546 New
AWS
15
Atria Wealth Solutions
New York
$521K -$91.9K -2,355 -15%
CF
16
Convergence Financial
Missouri
$445K +$94.7K +2,438 +27%
KWM
17
Kingsview Wealth Management
Oregon
$366K +$23.9K +616 +7%
ARC
18
Advisor Resource Council
Texas
$362K +$362K +9,313 New
Truist Financial
19
Truist Financial
North Carolina
$352K +$121K +3,121 +53%
Stifel Financial
20
Stifel Financial
Missouri
$336K -$102K -2,628 -23%
SWP
21
Stratos Wealth Partners
Ohio
$329K +$329K +8,476 New
OPWM
22
Oregon Pacific Wealth Management
Oregon
$285K +$11.4K +293 +4%
QCIG
23
Quad-Cities Investment Group
Iowa
$278K +$4.55K +117 +2%
NA
24
NewEdge Advisors
Louisiana
$194K -$126K -3,250 -39%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$167K – – –
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