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Hartford Municipal Opportunities ETF

62 hedge funds and large institutions have $312M invested in Hartford Municipal Opportunities ETF in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 32 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

78% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 18

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

20% more capital invested

Capital invested by funds: $260M → $312M (+$52.6M)

8.56% more ownership

Funds ownership: 76.5%85.06% (+8.6%)

5% more funds holding

Funds holding: 5962 (+3)

Holders
62
Holders Change
+3
Holders Change %
+5.08%
% of All Funds
0.97%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
8
Increased
32
Reduced
18
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
26
CAPTRUST Financial Advisors
North Carolina
$2.12M +$2.13M +55,842 New
SPIA
27
Steward Partners Investment Advisory
New York
$1.79M +$523K +13,729 +41%
Mariner
28
Mariner
Kansas
$1.76M -$416K -10,918 -19%
MML Investors Services
29
MML Investors Services
Massachusetts
$1.75M +$42.8K +1,123 +2%
KIG
30
Kowal Investment Group
Wisconsin
$1.65M -$422K -11,068 -20%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$1.58M +$3.2K +84 +0.2%
CAN
32
Cetera Advisor Networks
California
$1.56M -$1.52K -40 -0.1%
RJA
33
Raymond James & Associates
Florida
$1.48M -$3.48M -91,251 -70%
LWMNY
34
Landmark Wealth Management (New York)
New York
$1.47M +$180K +4,725 +14%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$1.45M +$93.2K +2,444 +7%
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$1.43M +$1.41M +37,074 New
Osaic Holdings
37
Osaic Holdings
Arizona
$1.34M +$456K +11,961 +51%
DADC
38
D.A. Davidson & Co
Montana
$1.22M +$878K +23,041 +254%
MFG
39
Magnus Financial Group
New York
$1.12M -$25.7K -674 -2%
APP
40
Avantax Planning Partners
Iowa
$1.07M -$313K -8,204 -23%
FTUS
41
Flow Traders U.S.
New York
$859K +$861K +22,572 New
CAAS
42
Capital Asset Advisory Services
Michigan
$805K -$119K -3,120 -13%
TWM
43
Thrive Wealth Management
Pennsylvania
$783K -$66.9K -1,754 -8%
RIG
44
RiverFront Investment Group
Virginia
$773K +$306K +8,021 +65%
SCM
45
Stonehearth Capital Management
Massachusetts
$614K -$38.5K -1,010 -6%
SFM
46
Signet Financial Management
New Jersey
$592K +$135K +3,530 +29%
AAG
47
Armstrong Advisory Group
Massachusetts
$578K
PPP
48
Private Portfolio Partners
New Jersey
$563K -$49.8K -1,306 -8%
HIF
49
Hill Island Financial
Michigan
$536K +$229 +6 +0%
CAL
50
Capital Analysts LLC
Pennsylvania
$477K -$53.5K -1,403 -10%

HMOP Hedge Fund Activity: Q2 2023 in Review

62 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Hartford Municipal Opportunities ETF (HMOP) for Q2 2023, worth a combined $312M — up 20% from $260M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new HMOP positions and 4 closed out — a net gain of 4 holders — while 32 added to existing stakes and 18 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $30.7M. The largest seller was Raymond James & Associates, cutting an estimated $3.48M.

  • 62 institutional investors held Hartford Municipal Opportunities ETF (HMOP) as of Q2 2023, up from 59 in Q1 2023.
  • Funds reported $312M of Hartford Municipal Opportunities ETF stock for Q2 2023, up 20% quarter-over-quarter.
  • 8 funds opened new Hartford Municipal Opportunities ETF positions in Q2 2023 and 4 closed out, a net change of +4 holders.
  • The largest Hartford Municipal Opportunities ETF buyer in Q2 2023 was HighTower Advisors, an estimated $30.7M added.
  • The largest Hartford Municipal Opportunities ETF seller in Q2 2023 was Raymond James & Associates, an estimated $3.48M sold.

Based on aggregated 13F filings for Q2 2023.