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Hartford AAA CLO ETF (HSRT) Institutional Ownership

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$39.02
+0.05 (+0.13%)
(As of 05/7/2024 ET)
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Institutional Ownership Changes (13F Filings) for Hartford AAA CLO ETF (BATS:HSRT)

Number of
Institutional Buyers
(last 12 months)
14
Total
Institutional Inflows
(last 12 months)
$53.04M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$9.97M
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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
5/1/2024 Centric Wealth Management50,000$1.95M0.6%-71.8%1.852%
4/30/2024 Private Advisor Group LLC39,978$1.56M0.0%+13.0%1.481%
4/30/2024Commonwealth Equity Services LLC19,233$749K0.0%+18.2%0.712%
4/29/2024 Fiduciary 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%
2/6/2024 Centric Wealth Management177,500$6.91M2.2%N/A14.792%
2/6/2024 Private 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%
1/25/2024 Fiduciary 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%
1/16/2024 Raymond James Financial Services Advisors Inc.80,830$3.15M0.0%-34.9%6.736%
1/12/2024 CGC 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%
11/3/2023 Private Advisor Group LLC30,139$1.15M0.0%-4.0%2.512%
10/26/2023 Fiduciary Planning LLC175,897$6.70M3.2%N/A14.658%
10/24/2023 Raymond 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%
10/3/2023 McAlister Sweet & Associates Inc.114,027$4.34M3.7%N/A9.502%
8/10/2023 Private 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%
7/25/2023 Raymond 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%
5/22/2023Raleigh 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%
4/20/2023 Madison 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%
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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%
2/1/2023 Marshall 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%
8/11/2022 Capital 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%
7/22/2022 Madison 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%
5/11/2022 RFG 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%
5/3/2022 FinTrust Capital Advisors LLC4,715$185K0.0%N/A0.000%
5/2/2022Steward Partners Investment Advisory LLC10,000$392K0.0%N/A0.000%
4/29/2022 Capital 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%
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%
2/9/2022 First 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%
2/4/2022 Capital 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%
1/21/2022 Alliance Wealth Advisors LLC5,061$205K0.2%N/A0.000%
11/16/2021LPL Financial LLC102,963$4.22M0.0%+8.3%0.000%
11/16/2021Citadel Advisors LLC213,292$8.74M0.0%+233.5%0.000%
11/16/2021Claraphi Advisory Network LLC12,612$517K0.2%N/A0.000%
11/15/2021Evergreen Capital Management LLC907,732$37.19M1.7%-26.6%0.000%
11/15/2021HighTower Advisors LLC25,778$1.06M0.0%-2.4%0.000%
11/5/2021Truist Financial Corp122,226$5.01M0.0%+75.0%0.000%
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11/2/2021 Raymond James Financial Services Advisors Inc.7,210$295K0.0%-5.5%0.000%
10/29/2021Commonwealth Equity Services LLC18,645$763K0.0%N/A0.000%
10/26/2021Atlas Private Wealth Advisors11,668$478K0.2%+106.6%0.000%
10/19/2021 RFG Advisory LLC124,647$5.11M0.4%N/A0.000%
10/15/2021NEXT Financial Group Inc3,624$149K0.0%+33.5%0.000%
10/14/2021 Capital Asset Advisory Services LLC5,765$237K0.0%-14.6%0.000%
10/13/2021Financial Planning & Information Services Inc.101,652$4.16M1.1%N/A0.000%
8/17/2021Citadel Advisors LLC63,947$2.63M0.0%N/A0.000%
8/13/2021LPL Financial LLC95,054$3.90M0.0%-4.0%0.000%
8/13/2021Stifel Financial Corp25,686$1.06M0.0%+12.4%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, 30 institutional investors and hedge funds held shares of Hartford AAA CLO ETF. The most heavily invested institutionals were Fiduciary Planning LLC ($23.49M), Evergreen Capital Management LLC ($13.82M), Financial Planning & Information Services Inc. ($13.46M), Aptus Capital Advisors LLC ($6.57M), LPL Financial LLC ($5.21M), McAlister Sweet & Associates Inc. ($4.34M), 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 21 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 ($603.16K), Centric Wealth Management ($177.50K), Aptus Capital Advisors LLC ($172.65K), Raymond James Financial Services Advisors Inc. ($124.07K), McAlister Sweet & Associates Inc. ($114.03K), LPL Financial LLC ($112.02K), and Private Advisor Group LLC ($41.23K).

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

Institutional investors have bought a total of 1,497,897 shares in the last 24 months. This purchase volume represents approximately $57.60M 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: Evergreen Capital Management LLC ($306.75K), Financial Planning & Information Services Inc. ($249.68K), Truist Financial Corp ($148.83K), Centric Wealth Management ($127.50K), RFG Advisory LLC ($119.48K), Envestnet Asset Management Inc. ($54.88K), and Raymond James Financial Services Advisors Inc. ($43.24K).

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

Institutional investors have sold a total of 1,086,369 shares in the last 24 months. This volume of shares sold represents approximately $41.58M in transactions.


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This page (BATS:HSRT) was last updated on 5/7/2024 by MarketBeat.com Staff

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