Hartford AAA CLO
HSRT • BATS
Hartford AAA CLO is an exchange-traded fund on BATS. As of Q3 2025, 28 institutional investors hold shares in this ETF, with total holdings valued at $86.8M. Fiduciary Planning LLC is the largest holder with a position valued at $24.1M.
Overview
Overview of institutional ownership in HSRT as of Q3 2025
All Institutions
- Institutions
- 28
- Value Held
- $86.8M
- Shares Held
- 2.2M
- Avg Position
- $3.1M
- Median Position
- $1.5M
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $1.6M
- Shares Held
- 41.8K
- Avg Position
- $1.6M
- Median Position
- $1.6M
Biggest Investors
Institutions with the largest positions in HSRT as of Q3 2025
| Institution | Position Value |
|---|---|
F Fiduciary Planning LLC Institution | $24.1M 7.36% of portfolio |
L LPL Financial LLC Institution | $13.9M 0.00% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $7.2M 0.00% of portfolio |
 GOLDMAN SACHS GROUP INC Institution | $6.2M 0.00% of portfolio |
 ForthRight Wealth Management, LLC RIA/Wealth | $5.5M 1.60% of portfolio |
 Kestra Advisory Services, LLC RIA/Wealth | $4.3M 0.02% of portfolio |
E EVERGREEN CAPITAL MANAGEMENT LLC Institution | $3.9M 0.09% of portfolio |
 Regal Investment Advisors, LLC RIA/Wealth | $3.1M 0.20% of portfolio |
 Mariner Wealth Advisors, LLC RIA/Wealth | $2.9M 0.00% of portfolio |
A Advisor Group Holdings, Inc. Institution | $2.8M 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for HSRT in Q3 2025
- Traded
- +$8.4M
- Buyers
- 19
- Sellers
- 10
- Total Bought
- +$10.2M
- Total Sold
- −$1.8M
- Avg Position
- $2.9M
Biggest Buyers
| Institution | Net Bought |
|---|---|
Regal Investment Advisors, LLC RIA/Wealth | +$3.1M +79.1K shares |
L LPL Financial LLC Institution | +$2.2M +55.8K shares |
 FLAGSHIP HARBOR ADVISORS, LLC RIA/Wealth | +$964.6K +24.8K shares |
C Convergence Financial, LLC RIA/Wealth | +$933.7K +24.0K shares |
J JANE STREET GROUP, LLC Institution | +$932.5K +24.0K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | +$534.2K +13.7K shares |
 Stratos Wealth Partners, LTD. RIA/Wealth | +$468.5K +12.0K shares |
 AXXCESS WEALTH MANAGEMENT, LLC RIA/Wealth | +$248.6K +6.4K shares |
A Advisor Group Holdings, Inc. Institution | +$166.8K +4.3K shares |
 BB&T CORP Institution | +$138.1K +3.6K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
GOLDMAN SACHS GROUP INC Institution | −$1.0M −25.7K shares |
ForthRight Wealth Management, LLC RIA/Wealth | −$236.6K −6.1K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$217.3K −5.6K shares |
F Fiduciary Planning LLC Institution | −$158.6K −4.1K shares |
 Quad-Cities Investment Group, LLC RIA/Wealth | −$59.0K −1.5K shares |
 Kingsview Wealth Management, LLC RIA/Wealth | −$37.6K −968.0 shares |
 UBS Group AG Institution | −$31.9K −821.0 shares |
E EVERGREEN CAPITAL MANAGEMENT LLC Institution | −$24.0K −615.0 shares |
S STIFEL FINANCIAL CORP Long Only Manager | −$8.8K −226.0 shares |
 MORGAN STANLEY RIA/Wealth | −$39.0 −1.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited HSRT in Q3 2025
- New Positions
- 3
- New Value
- $3.3M
- Exited Positions
- 2
- Exited Value
- $249.3K
New Positions
| Institution | Position Value |
|---|---|
Regal Investment Advisors, LLC RIA/Wealth | $3.1M 79.1K shares |
AXXCESS WEALTH MANAGEMENT, LLC RIA/Wealth | $248.6K 6.4K shares |
J JONES FINANCIAL COMPANIES LLLP Institution | $12.2K 313.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $217.3K 5.6K shares |
UBS Group AG Institution | $31.9K 821.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in HSRT as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with HSRT as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
F Fiduciary Planning LLC Institution | 7.36% $24.1M |
ForthRight Wealth Management, LLC RIA/Wealth | 1.60% $5.5M |
0.56% $2.2M | |
 Oregon Pacific Wealth Management, LLC RIA/Wealth | 0.27% $275.9K |
C Convergence Financial, LLC RIA/Wealth | 0.24% $1.6M |
Regal Investment Advisors, LLC RIA/Wealth | 0.20% $3.1M |
Quad-Cities Investment Group, LLC RIA/Wealth | 0.10% $223.1K |
E EVERGREEN CAPITAL MANAGEMENT LLC Institution | 0.09% $3.9M |
FLAGSHIP HARBOR ADVISORS, LLC RIA/Wealth | 0.07% $1.7M |
Kestra Advisory Services, LLC RIA/Wealth | 0.02% $4.3M |
Hedge Fund Spotlight
Discover hedge funds investing in HSRT
CITADEL ADVISORS LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerKenneth Cordele Griffin
- Portfolio Value
- $122.08B
- Positions
- 5,531
- Last Reported
- Q3 2025
Sector Allocation
Position in Hartford AAA CLO
- Market Value
- $1.6M
- Shares Held
- 41.8K
- Portfolio Weight
- 0.00%
- Owned Since
- 2025-Q1
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
