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Hartford Municipal Opportunities ETF
HMOP

61 hedge funds and large institutions have $225M invested in Hartford Municipal Opportunities ETF in 2022 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 12 increasing their positions, 26 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 7

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

20% more funds holding

Funds holding: 51 → 61 (+10)

2% more capital invested

Capital invested by funds: $220M → $225M (+$5.23M)

2.03% less ownership

Funds ownership: 85.24% → 83.22% (-2%)

54% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 26

Holders
61
Holders Change
+10
Holders Change %
+19.61%
% of All Funds
1.03%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
18
Increased
12
Reduced
26
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LC
Legacy CG
Texas
+$11.8M
2
Osaic Holdings
Osaic Holdings
Arizona
+$9.13M
3
EFL
ERn Financial LLC
Wisconsin
+$7.82M
4
MWP
Madison Wealth Partners
Wisconsin
+$4.87M
5
CWA
Choice Wealth Advisors
Maine
+$3.85M

Top Sellers

Rank Fund Capital Flow
1
TWM
Thrive Wealth Management
Pennsylvania
-$9.95M
2
Truist Financial
Truist Financial
North Carolina
-$3.4M
3
SG
Strid Group
Pennsylvania
-$2.92M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$2.47M
5
CCMG
Clark Capital Management Group
Pennsylvania
-$2.24M
Name Holding Trade Value Shares
Change 		Change in
Stake
Jane Street
26
Jane Street
New York
$890K -$1.83M -48,072 -67%
LWMNY
27
Landmark Wealth Management (New York)
New York
$816K -$1.45M -37,973 -64%
SPC
28
Sigma Planning Corp
Michigan
$810K +$517K +13,552 +172%
MFG
29
Magnus Financial Group
New York
$748K -$14.1K -369 -2%
TI
30
Tidal Investments
Wisconsin
$717K -$284K -7,459 -28%
MML Investors Services
31
MML Investors Services
Massachusetts
$686K +$693K +18,159 New
TWM
32
Thrive Wealth Management
Pennsylvania
$672K -$9.95M -261,010 -94%
SPIA
33
Steward Partners Investment Advisory
New York
$638K -$1.11M -29,158 -63%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$598K -$665K -17,428 -52%
LNC
35
Lincoln National Corp
Pennsylvania
$572K -$62.1K -1,629 -10%
FTUS
36
Flow Traders U.S.
New York
$537K +$542K +14,218 New
Truist Financial
37
Truist Financial
North Carolina
$533K -$3.4M -89,091 -86%
JSW
38
Journey Strategic Wealth
New Jersey
$528K +$533K +13,987 New
CAN
39
Cetera Advisor Networks
California
$525K +$107K +2,801 +25%
SFM
40
Signet Financial Management
New Jersey
$491K +$496K +12,994 New
PPW
41
Pinnacle Private Wealth
Massachusetts
$482K -$175K -4,600 -26%
DADC
42
D.A. Davidson & Co
Montana
$443K +$447K +11,731 New
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$435K -$270K -7,072 -38%
RJT
44
Raymond James Trust
Florida
$381K +$384K +10,082 New
HIF
45
Hill Island Financial
Michigan
$303K -$923K -24,211 -75%
WWA
46
WCG Wealth Advisors
Nevada
$263K +$265K +6,952 New
AAS
47
Ameritas Advisory Services
Nebraska
$250K -$135K -3,528 -35%
SCM
48
Stonehearth Capital Management
Massachusetts
$241K -$311K -8,157 -56%
GIA
49
Gladstone Institutional Advisory
Florida
$216K +$17.8K +468 +9%
OMC
50
Old Mission Capital
Illinois
$216K +$218K +5,727 New
1
2
3

HMOP Hedge Fund Activity: Q2 2022 in Review

61 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Hartford Municipal Opportunities ETF (HMOP) for Q2 2022, worth a combined $225M — up 2.4% from $220M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new HMOP positions and 7 closed out — a net gain of 11 holders — while 12 added to existing stakes and 26 trimmed.

The largest buyer was Legacy CG, opening a new position worth an estimated $11.8M. The largest seller was Thrive Wealth Management, cutting an estimated $9.95M.

  • 61 institutional investors held Hartford Municipal Opportunities ETF (HMOP) as of Q2 2022, up from 51 in Q1 2022.
  • Funds reported $225M of Hartford Municipal Opportunities ETF stock for Q2 2022, up 2.4% quarter-over-quarter.
  • 18 funds opened new Hartford Municipal Opportunities ETF positions in Q2 2022 and 7 closed out, a net change of +11 holders.
  • The largest Hartford Municipal Opportunities ETF buyer in Q2 2022 was Legacy CG, an estimated $11.8M added.
  • The largest Hartford Municipal Opportunities ETF seller in Q2 2022 was Thrive Wealth Management, an estimated $9.95M sold.

Based on aggregated 13F filings for Q2 2022.