Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

HARTFORD FDS EXCHANGE TRADED (TRPA)

30 + 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
↑ +1
Streak
1Q ▲
Buyers last Q
47%

Smart Money Signals — TRPA

Based on 30 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added TRPA than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
30 hedge funds hold TRPA right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +7% more funds vs a year ago

fund count last 6Q
+2 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 47% buying

15 buying17 selling
Last quarter: 17 funds reduced or exited vs 15 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 — ~4 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 5 → 4 → 4 → 4. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

43% of holders stayed for 2+ years

■ 43% conviction (2yr+) ■ 30% medium ■ 27% new
13 out of 30 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.
➡️

Steady discovery — ~4 new funds/quarter

11 → 5 → 4 → 4 → 4 new funds/Q
New funds entering each quarter: 5 → 4 → 4 → 4. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 57% of holders stayed 2+ years

■ 57% veterans ■ 0% 1-2yr ■ 43% new
Of 30 current holders: 17 (57%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 23% AUM from major funds

23% from top-100 AUM funds
5 of 30 holders rank in the top 100 by AUM, accounting for 23% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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 2025 Q4, 15 hedge funds were net buyers of TRPA (4 opened a new position, 11 added to an existing one), while 17 reduced or exited (14 trimmed, 3 sold completely) — a 47% buyer ratio, indicating roughly balanced activity. 23% of total institutional value in TRPA is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 30.

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

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: TRPA
2026 Q1 Stats Unlock in 6 days 30 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 30 29 3.45%
13F Shares 2M 2M -6.05%
Total Value $85M $91M -6.01%
New Positions 4 4 -
Increased Positions 11 15 -4
Closed Positions 3 4 -1
Reduced Positions 14 9 +5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: TRPA

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Institutional Holders (2026 Q1)

30 + investors

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

Top 19 institutional holders of TRPA — 2025 Q4 · 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 Independent Advisor Alliance 0.00% 10,004 $388K
14 Kingsview Wealth Management, LLC 0.00% 5,630 $218K
15 LPL Financial LLC 0.00% 224,977 $8.7M
16 RAYMOND JAMES FINANCIAL INC 0.00% 158,850 $6.2M
17 Mariner, LLC 0.00% 33,147 $1.3M
18 TRUIST FINANCIAL CORP 0.00% 17,750 $688K
19 Cetera Investment Advisers 0.00% 5,275 $204K
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?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added TRPA than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for TRPA?

More sellers than buyers — 47% buying: Last quarter: 17 funds reduced or exited vs 15 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 — 23% AUM from major funds: 5 of 30 holders rank in the top 100 by AUM, accounting for 23% 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?

43% of holders stayed for 2+ years: 13 out of 30 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.

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.