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Hartford Municipal Opportunities ETF

59 hedge funds and large institutions have $260M invested in Hartford Municipal Opportunities ETF in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 32 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 19

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

6% more capital invested

Capital invested by funds: $244M → $260M (+$15.3M)

4% more funds holding

Funds holding: 5759 (+2)

0.42% more ownership

Funds ownership: 76.08%76.5% (+0.42%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
59
Holders Change
+2
Holders Change %
+3.51%
% of All Funds
0.94%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
6
Increased
32
Reduced
19
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$1.72M +$8.04K +211 +0.5%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$1.58M +$408K +10,709 +35%
CAN
28
Cetera Advisor Networks
California
$1.57M -$146K -3,835 -9%
APP
29
Avantax Planning Partners
Iowa
$1.39M -$197K -5,180 -12%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$1.36M +$36.6K +961 +3%
LWMNY
31
Landmark Wealth Management (New York)
New York
$1.29M +$277K +7,269 +27%
SPIA
32
Steward Partners Investment Advisory
New York
$1.28M -$14.3K -375 -1%
MFG
33
Magnus Financial Group
New York
$1.15M +$104K +2,716 +10%
Jane Street
34
Jane Street
New York
$1.15M +$1.14M +29,997 New
CAAS
35
Capital Asset Advisory Services
Michigan
$927K -$15.1K -395 -2%
Osaic Holdings
36
Osaic Holdings
Arizona
$891K +$471K +12,357 +113%
TWM
37
Thrive Wealth Management
Pennsylvania
$854K -$14.9K -391 -2%
SCM
38
Stonehearth Capital Management
Massachusetts
$656K -$75.2K -1,974 -10%
PPP
39
Private Portfolio Partners
New Jersey
$616K +$110K +2,883 +22%
AAG
40
Armstrong Advisory Group
Massachusetts
$581K -$763K -20,028 -57%
HIF
41
Hill Island Financial
Michigan
$538K +$239K +6,263 +80%
CAL
42
Capital Analysts LLC
Pennsylvania
$533K +$305 +8 +0.1%
RIG
43
RiverFront Investment Group
Virginia
$470K +$469K +12,312 New
SFM
44
Signet Financial Management
New Jersey
$460K -$20.3K -534 -4%
RJT
45
Raymond James Trust
Florida
$368K -$72.8K -1,911 -17%
DADC
46
D.A. Davidson & Co
Montana
$347K -$65.3K -1,714 -16%
SPC
47
Sigma Planning Corp
Michigan
$320K -$402K -10,561 -56%
VC
48
Vicus Capital
Pennsylvania
$293K -$51K -1,339 -15%
GIA
49
Gladstone Institutional Advisory
Florida
$254K -$4.46K -117 -2%
WMA
50
West Michigan Advisors
Michigan
$237K -$5.18K -136 -2%

HMOP Hedge Fund Activity: Q1 2023 in Review

59 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Hartford Municipal Opportunities ETF (HMOP) for Q1 2023, worth a combined $260M — up 6.3% from $244M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new HMOP positions and 4 closed out — a net gain of 2 holders — while 32 added to existing stakes and 19 trimmed.

The largest buyer was Bank of America, adding an estimated $5.78M. The largest seller was Madison Wealth Partners, cutting an estimated $1.07M.

  • 59 institutional investors held Hartford Municipal Opportunities ETF (HMOP) as of Q1 2023, up from 57 in Q4 2022.
  • Funds reported $260M of Hartford Municipal Opportunities ETF stock for Q1 2023, up 6.3% quarter-over-quarter.
  • 6 funds opened new Hartford Municipal Opportunities ETF positions in Q1 2023 and 4 closed out, a net change of +2 holders.
  • The largest Hartford Municipal Opportunities ETF buyer in Q1 2023 was Bank of America, an estimated $5.78M added.
  • The largest Hartford Municipal Opportunities ETF seller in Q1 2023 was Madison Wealth Partners, an estimated $1.07M sold.

Based on aggregated 13F filings for Q1 2023.