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Hartford AAA CLO ETF (HSRT) Institutional Ownership

$39.08 +0.01 (+0.03%)
As of 01/21/2025 03:59 PM Eastern
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Institutional Ownership Changes (13F Filings) for Hartford AAA CLO ETF (BATS:HSRT)

Number of
Institutional Buyers
(last 12 months)
11
Total
Institutional Inflows
(last 12 months)
$44.34M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$12.21M
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HSRT Institutional Buying and Selling by Quarter

Hartford AAA CLO ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025 ForthRight Wealth Management LLC194,689$7.58M2.5%+5.5%6.831%
12/26/2024JPMorgan Chase & Co.65,039$2.54M0.0%N/A2.282%
11/15/2024Jane Street Group LLC32,564$1.27M0.0%N/A1.143%
11/15/2024Stifel Financial Corp11,294$440K0.0%-12.6%0.396%
10/31/2024Concurrent Investment Advisors LLC13,564$529K0.0%-30.8%0.476%
10/28/2024 ForthRight Wealth Management LLC184,572$7.20M2.4%+123.2%6.476%
10/23/2024Fiduciary Planning LLC652,409$25.43M8.6%+3.2%22.892%
10/22/2024Private Advisor Group LLC41,327$1.61M0.0%+3.8%1.450%
8/21/2024Truist Financial Corp5,763$224K0.0%-18.9%0.202%
8/14/2024Evergreen Capital Management LLC429,982$16.83M0.6%+53.2%15.087%
8/7/2024Fiduciary Planning LLC631,936$24.61M8.8%+4.8%22.173%
8/2/2024Belpointe Asset Management LLC32,408$1.26M0.1%-66.4%1.137%
7/31/2024Commonwealth Equity Services LLC19,720$768K0.0%+2.5%0.692%
7/31/2024Concurrent Investment Advisors LLC19,589$763K0.0%N/A0.687%
7/13/2024 ForthRight Wealth Management LLC82,699$3.22M1.2%+70.4%2.902%
7/2/2024 McAlister Sweet & Associates Inc.33,088$1.29M0.9%N/A1.161%
5/16/2024Jane Street Group LLC123,292$4.80M0.0%-47.3%4.326%
5/1/2024Centric Wealth Management50,000$1.95M0.6%-71.8%1.852%
4/30/2024Private Advisor Group LLC39,978$1.56M0.0%+13.0%1.481%
4/30/2024Commonwealth Equity Services LLC19,233$749K0.0%+18.2%0.712%
4/29/2024Fiduciary Planning LLC603,161$23.49M8.9%+0.6%22.339%
4/13/2024 Quad Cities Investment Group LLC7,009$273K0.2%-16.9%0.584%
2/6/2024Centric Wealth Management177,500$6.91M2.2%N/A14.792%
2/6/2024Private Advisor Group LLC35,376$1.38M0.0%+17.4%2.948%
2/2/2024Truist Financial Corp7,255$283K0.0%-10.1%0.605%
1/30/2024 Avior Wealth Management LLC6,911$269K0.0%N/A0.576%
1/25/2024Fiduciary Planning LLC599,405$23.37M9.9%+240.8%49.950%
1/23/2024 ForthRight Wealth Management LLC40,125$1.56M0.6%+67.2%3.344%
1/16/2024Raymond James Financial Services Advisors Inc.80,830$3.15M0.0%-34.9%6.736%
1/12/2024CGC Financial Services LLC2,427$95K0.0%N/A0.202%
1/10/2024 Quad Cities Investment Group LLC8,437$328K0.2%-15.4%0.703%
11/15/2023Evergreen Capital Management LLC361,883$13.82M0.6%-17.0%30.157%
11/13/2023LPL Financial LLC136,880$5.21M0.0%+24.2%11.407%
11/8/2023Aptus Capital Advisors LLC172,647$6.57M0.2%N/A14.387%
11/8/2023Atria Wealth Solutions Inc.19,189$731K0.0%-22.6%1.599%
11/3/2023Private Advisor Group LLC30,139$1.15M0.0%-4.0%2.512%
10/26/2023Fiduciary Planning LLC175,897$6.70M3.2%N/A14.658%
10/24/2023Raymond James Financial Services Advisors Inc.124,072$4.72M0.0%+471.7%10.339%
10/24/2023 ForthRight Wealth Management LLC24,005$914K0.4%N/A2.000%
10/23/2023Commonwealth Equity Services LLC15,673$597K0.0%+1.9%1.306%
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10/3/2023 McAlister Sweet & Associates Inc.114,027$4.34M3.7%N/A9.502%
8/10/2023Private Advisor Group LLC31,387$1.19M0.0%N/A2.853%
8/10/2023Cetera Advisor Networks LLC36,811$1.40M0.0%+269.2%3.346%
8/3/2023Atria Wealth Solutions Inc.24,782$945K0.0%+210.9%2.253%
8/1/2023Truist Financial Corp9,000$342K0.0%-13.0%0.818%
7/31/2023LPL Financial LLC110,181$4.18M0.0%+11.6%10.016%
7/25/2023Raymond James Financial Services Advisors Inc.21,703$824K0.0%N/A1.973%
7/12/2023 Quad Cities Investment Group LLC9,912$376K0.2%-8.0%0.901%
6/14/2023Atria Wealth Solutions Inc.7,971$305K0.0%N/A0.569%
5/22/2023 Raleigh Capital Management Inc.1,729$66K0.0%N/A0.115%
5/10/2023LPL Financial LLC98,732$3.77M0.0%+1.2%6.582%
5/5/2023Truist Financial Corp10,342$395K0.0%-29.9%0.689%
5/2/2023Financial Planning & Information Services Inc.352,449$13.46M2.6%-22.4%23.497%
4/20/2023Madison Wealth Partners Inc5,406$206K0.1%-7.5%0.360%
2/13/2023Financial Planning & Information Services Inc.454,134$17.14M3.6%-12.9%0.000%
2/13/2023 Wealthcare Advisory Partners LLC82,651$3.12M0.1%+0.9%0.000%
2/7/2023Commonwealth Equity Services LLC9,143$345K0.0%-36.8%0.000%
2/7/2023LPL Financial LLC97,535$3.68M0.0%+292.4%0.000%
2/7/2023Envestnet Asset Management Inc.7,353$278K0.0%-71.6%0.000%
2/1/2023Marshall Financial Group LLC7,640$288K0.1%N/A0.000%
11/15/2022Evergreen Capital Management LLC790,169$29.68M1.6%-15.1%0.000%
11/14/2022MML Investors Services LLC5,417$203K0.0%N/A0.000%
11/14/2022Atlas Private Wealth Advisors7,272$272K0.2%-42.0%0.000%
11/9/2022 Westside Investment Management Inc.1,200$44K0.0%-80.6%0.000%
10/26/2022Truist Financial Corp33,329$1.25M0.0%-60.5%0.000%
10/25/2022Financial Planning & Information Services Inc.521,640$19.54M4.7%-6.9%0.000%
8/23/2022WCG Wealth Advisors LLC8,770$333K0.0%N/A0.000%
8/18/2022Atlas Private Wealth Advisors12,548$477K0.3%-34.0%0.000%
8/11/2022Capital Asset Advisory Services LLC1,374$52K0.0%-49.7%0.000%
8/4/2022Northwestern Mutual Wealth Management Co.3,603$137K0.0%+12.6%0.000%
8/3/2022Envestnet Asset Management Inc.74,113$2.82M0.0%-32.9%0.000%
7/22/2022Madison Wealth Partners Inc5,860$223K0.1%N/A0.000%
7/22/2022Truist Financial Corp84,374$3.21M0.0%-51.9%0.000%
7/19/2022Financial Planning & Information Services Inc.560,418$21.31M5.2%-6.9%0.000%
7/19/2022Commonwealth Equity Services LLC14,474$550K0.0%-9.3%0.000%
5/17/2022Evergreen Capital Management LLC1,000,699$39.23M1.6%-8.5%0.000%
5/12/2022Claraphi Advisory Network LLC18,035$707K0.2%N/A0.000%
5/11/2022RFG Advisory LLC5,284$207K0.0%-95.8%0.000%
5/9/2022Northwestern Mutual Wealth Management Co.3,199$126K0.0%+10.3%0.000%
5/6/2022 Quad Cities Investment Group LLC13,131$515K0.3%+4.9%0.000%
5/4/2022Commonwealth Equity Services LLC15,952$625K0.0%-63.2%0.000%
5/4/2022Envestnet Asset Management Inc.110,418$4.33M0.0%+85.0%0.000%
5/3/2022FinTrust Capital Advisors LLC4,715$185K0.0%N/A0.000%
5/2/2022Steward Partners Investment Advisory LLC10,000$392K0.0%N/A0.000%
4/29/2022Capital Asset Advisory Services LLC2,731$107K0.0%-19.6%0.000%
4/26/2022Atlas Private Wealth Advisors19,013$745K0.3%+29.3%0.000%
4/22/2022Truist Financial Corp175,590$6.88M0.0%+38.9%0.000%
4/19/2022Financial Planning & Information Services Inc.602,132$23.61M5.3%+264.7%0.000%
4/11/2022Atlas Private Wealth Advisors14,708$596K0.3%N/A0.000%
3/11/2022Evergreen Capital Management LLC1,093,197$44.32M1.8%+20.4%0.000%
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2/15/2022 Westside Investment Management Inc.6,200$251K0.0%N/A0.000%
2/14/2022LPL Financial LLC131,968$5.35M0.0%+28.2%0.000%
2/10/2022HighTower Advisors LLC25,188$1.02M0.0%-2.3%0.000%
2/9/2022First Horizon Advisors Inc.1,002$41K0.0%N/A0.000%
2/4/2022Envestnet Asset Management Inc.59,701$2.42M0.0%+3.5%0.000%
2/4/2022Capital Asset Advisory Services LLC3,395$138K0.0%-41.1%0.000%
2/3/2022Advisor Group Holdings Inc.4,000$162K0.0%N/A0.000%
2/2/2022 Quad Cities Investment Group LLC12,512$507K0.3%+34.4%0.000%
2/2/2022Financial Planning & Information Services Inc.165,118$6.69M1.6%+62.4%0.000%
1/31/2022Commonwealth Equity Services LLC43,392$1.76M0.0%+132.7%0.000%
(Data available from 1/1/2016 forward)

HSRT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HSRT shares?

During the previous two years, 27 institutional investors and hedge funds held shares of Hartford AAA CLO ETF. The most heavily invested institutionals were Fiduciary Planning LLC ($25.43M), Evergreen Capital Management LLC ($16.83M), Financial Planning & Information Services Inc. ($13.46M), ForthRight Wealth Management LLC ($7.58M), Aptus Capital Advisors LLC ($6.57M), LPL Financial LLC ($5.21M), and Raymond James Financial Services Advisors Inc. ($3.15M).Learn more on HSRT's institutional investors.

Which institutional investors have been buying Hartford AAA CLO ETF stock?

Of the 20 institutional investors that purchased Hartford AAA CLO ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Fiduciary Planning LLC ($652.41K), ForthRight Wealth Management LLC ($186.28K), Centric Wealth Management ($177.50K), Aptus Capital Advisors LLC ($172.65K), Evergreen Capital Management LLC ($149.37K), McAlister Sweet & Associates Inc. ($147.12K), and Raymond James Financial Services Advisors Inc. ($124.07K).

How much institutional buying is happening at Hartford AAA CLO ETF?

Institutional investors have bought a total of 1,956,151 shares in the last 24 months. This purchase volume represents approximately $75.47M in transactions.

Which Hartford AAA CLO ETF major shareholders have been selling company stock?

Of the 15 institutional investors that sold Hartford AAA CLO ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Financial Planning & Information Services Inc. ($169.19K), Centric Wealth Management ($127.50K), Jane Street Group LLC ($110.84K), Evergreen Capital Management LLC ($74.23K), Belpointe Asset Management LLC ($63.91K), Raymond James Financial Services Advisors Inc. ($43.24K), and Envestnet Asset Management Inc. ($18.58K).

How much institutional selling is happening at Hartford AAA CLO ETF?

Institutional investors have sold a total of 639,473 shares in the last 24 months. This volume of shares sold represents approximately $24.64M in transactions.


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This page (BATS:HSRT) was last updated on 1/22/2025 by MarketBeat.com Staff
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