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TRPA

Hartford AAA CLO ETF

29 hedge funds and large institutions have $83.3M invested in Hartford AAA CLO ETF in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

18% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 11

7% more funds holding

Funds holding: 2729 (+2)

4% less capital invested

Capital invested by funds: $86.9M → $83.3M (-$3.67M)

2.06% less ownership

Funds ownership: 81.35%79.29% (-2.1%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
29
Holders Change
+2
Holders Change %
+7.41%
% of All Funds
0.38%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
4
Increased
13
Reduced
11
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FP
1
Fiduciary Planning
Florida
$24.2M -$2.64M -67,998 -10%
LPL Financial
2
LPL Financial
California
$11.8M -$8.77M -226,091 -43%
Goldman Sachs
3
Goldman Sachs
New York
$7.17M +$7.16M +184,485 New
Raymond James Financial
4
Raymond James Financial
Florida
$7.06M +$999K +25,745 +17%
FWM
5
ForthRight Wealth Management
Georgia
$5.73M -$2.14M -55,049 -27%
KAS
6
Kestra Advisory Services
Texas
$4.17M +$188K +4,836 +5%
ECM
7
Evergreen Capital Management
Washington
$3.95M -$341K -8,795 -8%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$3.85M +$177K +4,560 +5%
Mariner
9
Mariner
Kansas
$2.9M +$1.26M +32,516 +77%
Osaic Holdings
10
Osaic Holdings
Arizona
$2.6M +$276K +7,120 +12%
GSIAS
11
Garden State Investment Advisory Services
New Jersey
$2.06M +$806K +20,768 +65%
PAG
12
Private Advisor Group
New Jersey
$1.44M -$68.5K -1,765 -5%
Citadel Advisors
13
Citadel Advisors
Florida
$1.09M +$561K +14,471 +107%
FHA
14
Flagship Harbor Advisors
Massachusetts
$687K -$529K -13,622 -44%
CF
15
Convergence Financial
Missouri
$653K +$208K +5,359 +47%
AWS
16
Atria Wealth Solutions
New York
$531K +$10K +258 +2%
Jane Street
17
Jane Street
New York
$499K -$1.09M -28,221 -69%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$450K +$282K +7,264 +169%
Truist Financial
19
Truist Financial
North Carolina
$405K +$52.8K +1,362 +15%
KWM
20
Kingsview Wealth Management
Oregon
$337K -$29.3K -755 -8%
SWP
21
Stratos Wealth Partners
Ohio
$334K +$4.66K +120 +1%
Stifel Financial
22
Stifel Financial
Missouri
$303K -$32.9K -848 -10%
QCIG
23
Quad-Cities Investment Group
Iowa
$282K +$3.65K +94 +1%
OPWM
24
Oregon Pacific Wealth Management
Oregon
$275K -$10.3K -265 -4%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$232K +$232K +5,970 New

TRPA Hedge Fund Activity: Q2 2025 in Review

29 of the 7,598 institutional investors tracked by Wall St. Rank reported a position in Hartford AAA CLO ETF (TRPA) for Q2 2025, worth a combined $83.3M — down 4.2% from $86.9M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new TRPA positions and 2 closed out — a net gain of 2 holders — while 13 added to existing stakes and 11 trimmed.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $7.16M. The largest seller was LPL Financial, cutting an estimated $8.77M.

  • 29 institutional investors held Hartford AAA CLO ETF (TRPA) as of Q2 2025, up from 27 in Q1 2025.
  • Funds reported $83.3M of Hartford AAA CLO ETF stock for Q2 2025, down 4.2% quarter-over-quarter.
  • 4 funds opened new Hartford AAA CLO ETF positions in Q2 2025 and 2 closed out, a net change of +2 holders.
  • The largest Hartford AAA CLO ETF buyer in Q2 2025 was Goldman Sachs, an estimated $7.16M added.
  • The largest Hartford AAA CLO ETF seller in Q2 2025 was LPL Financial, an estimated $8.77M sold.

Based on aggregated 13F filings for Q2 2025.