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Hartford Municipal Opportunities ETF

51 hedge funds and large institutions have $220M invested in Hartford Municipal Opportunities ETF in 2022 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

18% more capital invested

Capital invested by funds: $186M → $220M (+$33.3M)

6% more funds holding

Funds holding: 4851 (+3)

4.8% more ownership

Funds ownership: 80.44%85.24% (+4.8%)

6% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 18

Holders
51
Holders Change
+3
Holders Change %
+6.25%
% of All Funds
0.8%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
10
Increased
19
Reduced
18
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWMNY
26
Landmark Wealth Management (New York)
New York
$1.2M +$1.78M +43,969 +282%
PAG
27
Private Advisor Group
New Jersey
$1.16M +$882K +21,732 +282%
TI
28
Tidal Investments
Wisconsin
$1.04M -$18.3K -451 -2%
CWA
29
Consilio Wealth Advisors
Washington
$1.03M +$1.07M +26,368 New
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$992K +$152K +3,747 +17%
MFG
31
Magnus Financial Group
New York
$791K -$120K -2,966 -13%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$729K +$754K +18,583 New
PPW
33
Pinnacle Private Wealth
Massachusetts
$681K +$28.4K +700 +4%
LNC
34
Lincoln National Corp
Pennsylvania
$658K -$182K -4,496 -21%
PAS
35
Park Avenue Securities
New York
$608K +$53.8K +1,327 +9%
SCM
36
Stonehearth Capital Management
Massachusetts
$569K +$79.3K +1,955 +16%
APP
37
Avantax Planning Partners
Iowa
$563K +$582K +14,349 New
CAN
38
Cetera Advisor Networks
California
$436K +$450K +11,102 New
RIG
39
RiverFront Investment Group
Virginia
$402K
AAS
40
Ameritas Advisory Services
Nebraska
$398K -$531K -13,087 -56%
SPC
41
Sigma Planning Corp
Michigan
$310K +$20.2K +499 +7%
PCG
42
Prosperity Consulting Group
Maryland
$245K -$57.2K -1,409 -18%
SL
43
SWMG LLC
Texas
$242K -$313K -7,717 -56%
GIA
44
Gladstone Institutional Advisory
Florida
$206K -$41.9K -1,034 -16%
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$202K -$16.2K -400 -7%
HNWAG
46
High Net Worth Advisory Group
Florida
$98K
SWM
47
Spire Wealth Management
Virginia
$82K
Morgan Stanley
48
Morgan Stanley
New York
$67K -$3.89K -96 -5%
CAPTRUST Financial Advisors
49
CAPTRUST Financial Advisors
North Carolina
$20K +$20.8K +512 New
WWMSC
50
Wagner Wealth Management (South Carolina)
South Carolina
$10K

HMOP Hedge Fund Activity: Q1 2022 in Review

51 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Hartford Municipal Opportunities ETF (HMOP) for Q1 2022, worth a combined $220M — up 18% from $186M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new HMOP positions and 5 closed out — a net gain of 5 holders — while 19 added to existing stakes and 18 trimmed.

The largest buyer was Altium Wealth Management, adding an estimated $12.2M. The largest seller was Bank of America, cutting an estimated $4.31M.

  • 51 institutional investors held Hartford Municipal Opportunities ETF (HMOP) as of Q1 2022, up from 48 in Q4 2021.
  • Funds reported $220M of Hartford Municipal Opportunities ETF stock for Q1 2022, up 18% quarter-over-quarter.
  • 10 funds opened new Hartford Municipal Opportunities ETF positions in Q1 2022 and 5 closed out, a net change of +5 holders.
  • The largest Hartford Municipal Opportunities ETF buyer in Q1 2022 was Altium Wealth Management, an estimated $12.2M added.
  • The largest Hartford Municipal Opportunities ETF seller in Q1 2022 was Bank of America, an estimated $4.31M sold.

Based on aggregated 13F filings for Q1 2022.