TRPA

Hartford AAA CLO ETF

29 hedge funds and large institutions have $82.7M invested in Hartford AAA CLO ETF in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
29
Holders Change
+2
Holders Change %
+7.41%
% of All Funds
0.39%
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
12
Reduced
12
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FP
1
Fiduciary Planning
Florida
$24.2M -$2.64M -67,998 -10%
LPL Financial
2
LPL Financial
California
$11.8M -$8.79M -226,091 -43%
Goldman Sachs
3
Goldman Sachs
New York
$7.17M +$7.17M +184,485 New
Raymond James Financial
4
Raymond James Financial
Florida
$7.06M +$1M +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 -$343K -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%
GSIAS
10
Garden State Investment Advisory Services
New Jersey
$2.06M +$810K +20,768 +65%
Osaic Holdings
11
Osaic Holdings
Arizona
$2.03M -$291K -7,489 -13%
PAG
12
Private Advisor Group
New Jersey
$1.44M -$68.6K -1,765 -5%
Citadel Advisors
13
Citadel Advisors
Florida
$1.09M +$563K +14,471 +107%
FHA
14
Flagship Harbor Advisors
Massachusetts
$687K -$530K -13,622 -44%
CF
15
Convergence Financial
Missouri
$653K +$208K +5,359 +47%
AWS
16
Atria Wealth Solutions
New York
$531K +$10.1K +258 +2%
Jane Street
17
Jane Street
New York
$499K -$1.1M -28,221 -69%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$450K +$283K +7,264 +169%
Truist Financial
19
Truist Financial
North Carolina
$405K +$53K +1,362 +15%
KWM
20
Kingsview Wealth Management
Oregon
$337K -$29.4K -755 -8%
SWP
21
Stratos Wealth Partners
Ohio
$334K +$4.67K +120 +1%
Stifel Financial
22
Stifel Financial
Missouri
$303K -$33K -848 -10%
QCIG
23
Quad-Cities Investment Group
Iowa
$282K +$3.66K +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