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TRPA

Hartford AAA CLO ETF

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

200% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 5

16% more capital invested

Capital invested by funds: $75.3M → $86.9M (+$11.7M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.85% less ownership

Funds ownership: 82.2%81.35% (-0.85%)

4% less funds holding

Funds holding: 2827 (-1)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

Holders
27
Holders Change
-1
Holders Change %
-3.57%
% of All Funds
0.36%
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
Name Holding Trade Value Shares
Change
Change in
Stake
FP
1
Fiduciary Planning
Florida
$26.8M +$784K +20,075 +3%
LPL Financial
2
LPL Financial
California
$20.5M +$1.4M +35,777 +7%
FWM
3
ForthRight Wealth Management
Georgia
$7.86M +$298K +7,635 +4%
Raymond James Financial
4
Raymond James Financial
Florida
$6.05M +$3.84M +98,249 +171%
ECM
5
Evergreen Capital Management
Washington
$4.29M -$951K -24,371 -18%
KAS
6
Kestra Advisory Services
Texas
$3.98M +$207K +5,310 +5%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$3.67M +$833K +21,338 +29%
Osaic Holdings
8
Osaic Holdings
Arizona
$2.32M +$2.12M +54,372 +1,031%
Mariner
9
Mariner
Kansas
$1.63M +$1.64M +42,024 New
Jane Street
10
Jane Street
New York
$1.59M +$658K +16,858 +70%
PAG
11
Private Advisor Group
New Jersey
$1.51M -$4.49K -115 -0.3%
GSIAS
12
Garden State Investment Advisory Services
New Jersey
$1.25M +$845K +21,652 +209%
FHA
13
Flagship Harbor Advisors
Massachusetts
$1.22M +$1.22M +31,299 New
Citadel Advisors
14
Citadel Advisors
Florida
$526K +$529K +13,546 New
AWS
15
Atria Wealth Solutions
New York
$521K -$91.9K -2,355 -15%
CF
16
Convergence Financial
Missouri
$445K +$95.2K +2,438 +27%
KWM
17
Kingsview Wealth Management
Oregon
$366K +$24K +616 +7%
ARC
18
Advisor Resource Council
Texas
$362K +$364K +9,313 New
Truist Financial
19
Truist Financial
North Carolina
$352K +$122K +3,121 +53%
Stifel Financial
20
Stifel Financial
Missouri
$336K -$103K -2,628 -23%
SWP
21
Stratos Wealth Partners
Ohio
$329K +$331K +8,476 New
OPWM
22
Oregon Pacific Wealth Management
Oregon
$285K +$11.4K +293 +4%
QCIG
23
Quad-Cities Investment Group
Iowa
$278K +$4.57K +117 +2%
NA
24
NewEdge Advisors
Louisiana
$194K -$127K -3,250 -39%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$167K

TRPA Hedge Fund Activity: Q1 2025 in Review

27 of the 7,461 institutional investors tracked by Wall St. Rank reported a position in Hartford AAA CLO ETF (TRPA) for Q1 2025, worth a combined $86.9M — up 16% from $75.3M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of TRPA and 5 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 15 added.

The largest buyer was Raymond James Financial, adding an estimated $3.84M. The largest seller was Evergreen Capital Management, cutting an estimated $951K.

  • 27 institutional investors held Hartford AAA CLO ETF (TRPA) as of Q1 2025, down from 28 in Q4 2024.
  • Funds reported $86.9M of Hartford AAA CLO ETF stock for Q1 2025, up 16% quarter-over-quarter.
  • 5 funds opened new Hartford AAA CLO ETF positions in Q1 2025 and 6 closed out, a net change of -1 holder.
  • The largest Hartford AAA CLO ETF buyer in Q1 2025 was Raymond James Financial, an estimated $3.84M added.
  • The largest Hartford AAA CLO ETF seller in Q1 2025 was Evergreen Capital Management, an estimated $951K sold.

Based on aggregated 13F filings for Q1 2025.