Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Hartford Fds Exchange Traded (TRPA)

26 + Investors. Track Smart Money conviction in TRPA. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -4
Streak
1Q ▼
Buyers last Q
42%

Smart Money Signals — TRPA

Based on 26 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their TRPA positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 87% of 3.0Y peak

87% of all-time peak
26 funds currently hold this stock — 87% of the 3.0-year high of 30 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 4% fewer funds vs a year ago

fund count last 6Q
1 fewer hedge funds hold TRPA compared to a year ago (-4% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 42% buying

13 buying18 selling
Last quarter: 18 funds reduced or exited vs 13 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~1 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 4 → 4 → 4 → 1. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

42% of holders stayed for 2+ years

■ 42% conviction (2yr+) ■ 38% medium ■ 19% new
11 out of 26 hedge funds have held TRPA for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📊

Peak discovery — momentum slowing

5 → 4 → 4 → 4 → 1 new funds/Q
New funds entering each quarter: 4 → 4 → 4 → 1. TRPA is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 54% veterans vs 27% newcomers

■ 54% veterans ■ 19% 1-2yr ■ 27% new
Entry-cohort mix of 26 holders: 14 (54%) are 2+ year veterans, 5 entered 1–2 years ago, and 7 (27%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 20% AUM from major funds

20% from top-100 AUM funds
5 of 26 holders rank in the top 100 by AUM, accounting for 20% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — TRPA

In 2026 Q1, 13 hedge funds were net buyers of TRPA (1 opened a new position, 12 added to an existing one), while 18 reduced or exited (13 trimmed, 5 sold completely) — a 42% buyer ratio, indicating roughly balanced activity. 20% of total institutional value in TRPA is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -4 funds (more exits than new entries). Total institutional holders: 26.

Hedge Fund Ownership: TRPA

How many hedge funds hold TRPA — quarterly history vs. share price
Quarterly hedge fund ownership of TRPA vs. share price

Market Analysis: TRPA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: TRPA

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Hartford Fds Exchange Traded (TRPA) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much TRPA has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 90d ago
TRPA
+0.6%
SPY
+12.4%

TRPA outperformed SPY by -11.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 45d ago
TRPA
+0.1%
SPY
-1.1%

Since the filing became public, TRPA outperformed SPY by +1.2% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: TRPA
26 + Investors

Track Smart Money conviction in TRPA. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 26 30 -13.33%
13F Shares 2M 2M -5.68%
Total Value $80M $85M -6.53%
New Positions 1 4 -3
Increased Positions 12 11 +1
Closed Positions 5 3 +2
Reduced Positions 13 14 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: TRPA

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

26 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in TRPA. Verified SEC 13F-HR filings.

QUARTER:
Top 25 TRPA holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Fiduciary Planning LLC 7.45% 636,154 $24.7M
2 ForthRight Wealth Management, LLC 0.81% 73,954 $2.9M
3 Convergence Financial, LLC 0.39% 96,069 $3.7M
4 Garden State Investment Advisory Services LLC 0.23% 27,416 $1.1M
5 Flagship Harbor Advisors, LLC 0.13% 73,500 $2.8M
6 Evergreen Capital Management LLC 0.07% 85,675 $3.3M
7 Regal Investment Advisors LLC 0.04% 19,042 $738K
8 Kestra Advisory Services, LLC 0.02% 120,109 $4.7M
9 Stratos Wealth Partners, LTD. 0.01% 30,901 $1.2M
10 Aptus Capital Advisors, LLC 0.01% 26,080 $1.0M
11 Commonwealth Equity Services, LLC 0.01% 108,543 $4.2M
12 Private Advisor Group, LLC 0.01% 31,154 $1.2M
13 Osaic Holdings, INC. 0.00% 74,644 $2.9M
14 Independent Advisor Alliance 0.00% 10,004 $388K
15 Old Mission Capital LLC 0.00% 5,561 $215K
16 Kingsview Wealth Management, LLC 0.00% 5,630 $218K
17 LPL Financial LLC 0.00% 224,977 $8.7M
18 Raymond James Financial Inc 0.00% 158,850 $6.2M
19 Mariner, LLC 0.00% 33,147 $1.3M
20 Truist Financial Corp 0.00% 17,750 $688K
21 Royal Bank of Canada 0.00% 115,911 $4.5M
22 Jones Financial Companies Lllp 0.00% 39,140 $1.5M
23 Cetera Investment Advisers 0.00% 5,275 $204K
24 Goldman Sachs Group Inc 0.00% 41,560 $1.6M
25 Morgan Stanley 0.00% 3 —
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Hartford Fds Exchange Traded (TRPA)

What does the Smart Money Trend signal show for TRPA?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their TRPA positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for TRPA?

More sellers than buyers — 42% buying: Last quarter: 18 funds reduced or exited vs 13 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for TRPA holders?

Strong quality — 20% AUM from major funds: 5 of 26 holders rank in the top 100 by AUM, accounting for 20% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held TRPA?

42% of holders stayed for 2+ years: 11 out of 26 hedge funds have held TRPA for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Hartford Fds Exchange Traded (TRPA) following the 2026 Q1 hedge fund 13F filings?

As of today, TRPA has moved +0.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to -1.1% for the SPY sector ETF — an outperformance of +1.2%. Since the quarter end (March 31, 2026), TRPA has gained +0.6% vs +12.4% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

Full history →