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Hartford Municipal Opportunities ETF

36 hedge funds and large institutions have $126M invested in Hartford Municipal Opportunities ETF in 2021 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

425% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 4

400% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 2

29% more funds holding

Funds holding: 2836 (+8)

24% more capital invested

Capital invested by funds: $102M → $126M (+$24.5M)

2.78% more ownership

Funds ownership: 75.91%78.69% (+2.8%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
36
Holders Change
+8
Holders Change %
+28.57%
% of All Funds
0.63%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
10
Increased
21
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change

HMOP Hedge Fund Activity: Q1 2021 in Review

36 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Hartford Municipal Opportunities ETF (HMOP) for Q1 2021, worth a combined $126M — up 24% from $102M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new HMOP positions and 2 closed out — a net gain of 8 holders — while 21 added to existing stakes and 4 trimmed.

The largest buyer was Geneos Wealth Management, opening a new position worth an estimated $10.7M. The largest seller was Legacy Financial Advisors, cutting an estimated $8.19M.

  • 36 institutional investors held Hartford Municipal Opportunities ETF (HMOP) as of Q1 2021, up from 28 in Q4 2020.
  • Funds reported $126M of Hartford Municipal Opportunities ETF stock for Q1 2021, up 24% quarter-over-quarter.
  • 10 funds opened new Hartford Municipal Opportunities ETF positions in Q1 2021 and 2 closed out, a net change of +8 holders.
  • The largest Hartford Municipal Opportunities ETF buyer in Q1 2021 was Geneos Wealth Management, an estimated $10.7M added.
  • The largest Hartford Municipal Opportunities ETF seller in Q1 2021 was Legacy Financial Advisors, an estimated $8.19M sold.

Based on aggregated 13F filings for Q1 2021.