HARTFORD AAA CLO ETF (HSRT) Institutional Ownership Changes & 13F Activity
HARTFORD AAA CLO ETF (HSRT). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Convergence Financial, Llc, Lpl Financial Llc, Jane Street Group, Llc, Raymond James Financial Inc, and Citadel Advisors Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Buy | +35,277 | — | 35,277 | $1.37M | Q2 2026 | Sep 02, 2026 |
| Jane Street Group, Llc | Buy | +45,290 | — | 45,290 | $1.76M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +41,121 | +25.9% | 199,971 | $7.77M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -19,175 | -16.5% | 96,736 | $3.76M | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +17,372 | +44.4% | 56,512 | $2.20M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +6,594 | — | 6,594 | $256.23K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +3,985 | +5.3% | 78,629 | $3.06M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Sell | -2,830 | -6.8% | 38,730 | $1.50M | Q2 2026 | Aug 14, 2026 |
| Regal Investment Advisors Llc | Sell | -1,277 | -6.7% | 17,765 | $690.31K | Q2 2026 | Aug 14, 2026 |
| Aptus Capital Advisors, Llc | Sell | -583 | -2.2% | 25,497 | $990.77K | Q2 2026 | Aug 12, 2026 |
| Garden State Investment Advisory Services Llc | Sell | -3,033 | -11.1% | 24,383 | $950.28K | Q2 2026 | Aug 11, 2026 |
| Stratos Wealth Partners, Ltd. | Buy | +1,080 | +3.5% | 31,981 | $1.24M | Q2 2026 | Aug 11, 2026 |
| Lpl Financial Llc | Sell | -54,854 | -24.4% | 170,123 | $6.61M | Q2 2026 | Aug 07, 2026 |
| Forthright Wealth Management, Llc | Sell | -8,920 | -12.1% | 65,034 | $2.53M | Q2 2026 | Aug 07, 2026 |
| Convergence Financial, Llc | Buy | +96,617 | +100.6% | 192,686 | $7.49M | Q2 2026 | Aug 05, 2026 |
| Citigroup Inc | Buy | +16,067 | — | 16,067 | $624.34K | Q2 2026 | Aug 03, 2026 |
| Fiduciary Planning Llc | Buy | +5,245 | +0.8% | 641,399 | $24.92M | Q2 2026 | Jul 31, 2026 |
| Commonwealth Equity Services, Llc | Buy | +13,274 | +12.2% | 121,817 | $4.73M | Q2 2026 | Jul 29, 2026 |
| Axxcess Wealth Management, Llc | Buy | +6,392 | — | 6,392 | $248.38K | Q2 2026 | Jul 28, 2026 |
| Kestra Advisory Services, Llc | Buy | +4,622 | +3.8% | 124,731 | $4.85M | Q2 2026 | Jul 28, 2026 |
| Truist Financial Corp | Sell | -2,693 | -15.2% | 15,057 | $585.10K | Q2 2026 | Jul 28, 2026 |
| Private Trust Co Na | Buy | +500 | — | 500 | $19.43K | Q2 2026 | Jul 28, 2026 |
| Private Advisor Group, Llc | Buy | +16,852 | +54.1% | 48,006 | $1.87M | Q2 2026 | Jul 27, 2026 |
| Evergreen Capital Management Llc | Buy | +445 | +0.5% | 86,120 | $3.36M | Q2 2026 | Jul 23, 2026 |
| Flagship Harbor Advisors, Llc | Sell | -6,206 | -8.4% | 67,294 | $2.61M | Q2 2026 | Jul 22, 2026 |
| Flow Traders U.S. Llc | Sell | -10,256 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Old Mission Capital Llc | Sell | -5,561 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Mariner, Llc | Sell | -33,147 | -100.0% | 0 | $0.00 | Q2 2026 | May 13, 2026 |
| Cetera Investment Advisers | Sell | -5,275 | -100.0% | 0 | $0.00 | Q2 2026 | May 13, 2026 |
| Independent Advisor Alliance | Sell | -10,004 | -100.0% | 0 | $0.00 | Q2 2026 | May 12, 2026 |
Frequently asked questions about HSRT activity
Which institutional owners are buying HSRT?
Institutional owners buying HSRT include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in HSRT activity?
"Buy" means an investor increased their reported position in HSRT compared to the prior reporting period. This reflects growing exposure to HARTFORD AAA CLO ETF (HSRT) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in HSRT increasing?
Institutional interest in HSRT can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.