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Hartford Municipal Opportunities ETF
HMOP

67 hedge funds and large institutions have $314M invested in Hartford Municipal Opportunities ETF in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 24 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

17% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 24

8% more funds holding

Funds holding: 62 → 67 (+5)

1% more capital invested

Capital invested by funds: $312M → $314M (+$1.66M)

0.61% less ownership

Funds ownership: 85.06% → 84.45% (-0.61%)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
67
Holders Change
+5
Holders Change %
+8.06%
% of All Funds
1.06%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
10
Increased
28
Reduced
24
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
+$3.75M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$3.55M
3
LC
Legacy CG
Texas
+$1.9M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.34M
5
Jane Street
Jane Street
New York
+$1.32M

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$2.02M
2
MWP
Madison Wealth Partners
Wisconsin
-$1.49M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$1.43M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.02M
5
FTUS
Flow Traders U.S.
New York
-$859K
Name Holding Trade Value Shares
Change 		Change in
Stake
CAPTRUST Financial Advisors
26
CAPTRUST Financial Advisors
North Carolina
$2.05M -$717 -19 -0%
Mariner
27
Mariner
Kansas
$1.98M +$283K +7,487 +16%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$1.69M +$169K +4,475 +11%
MML Investors Services
29
MML Investors Services
Massachusetts
$1.54M -$159K -4,221 -9%
CAN
30
Cetera Advisor Networks
California
$1.51M -$3.74K -99 -0.2%
RJA
31
Raymond James & Associates
Florida
$1.36M -$72K -1,906 -5%
LWMNY
32
Landmark Wealth Management (New York)
New York
$1.31M -$107K -2,840 -7%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$1.31M -$91.4K -2,420 -6%
Osaic Holdings
34
Osaic Holdings
Arizona
$1.19M -$110K -2,907 -8%
MFG
35
Magnus Financial Group
New York
$1.15M +$68.7K +1,819 +6%
APP
36
Avantax Planning Partners
Iowa
$961K -$80.7K -2,138 -8%
KIG
37
Kowal Investment Group
Wisconsin
$927K -$686K -18,178 -42%
JP Morgan Chase
38
JP Morgan Chase
New York
$927K +$951K +25,184 New
PPP
39
Private Portfolio Partners
New Jersey
$899K +$363K +9,619 +65%
MWP
40
Madison Wealth Partners
Wisconsin
$841K -$1.49M -39,539 -63%
TWM
41
Thrive Wealth Management
Pennsylvania
$765K +$7.55K +200 +1%
RIG
42
RiverFront Investment Group
Virginia
$734K -$14.8K -391 -2%
AWM
43
Axxcess Wealth Management
California
$722K +$740K +19,608 New
CAAS
44
Capital Asset Advisory Services
Michigan
$697K -$84.9K -2,250 -11%
WIM
45
Westside Investment Management
California
$679K +$696K +18,440 New
SCM
46
Stonehearth Capital Management
Massachusetts
$621K +$27K +716 +4%
SFM
47
Signet Financial Management
New Jersey
$596K +$23.7K +627 +4%
DADC
48
D.A. Davidson & Co
Montana
$562K -$636K -16,855 -52%
EWP
49
Engrave Wealth Partners
Texas
$561K +$576K +15,247 New
AAG
50
Armstrong Advisory Group
Massachusetts
$559K – – –
1
2
3

HMOP Hedge Fund Activity: Q3 2023 in Review

67 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Hartford Municipal Opportunities ETF (HMOP) for Q3 2023, worth a combined $314M — up 0.53% from $312M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new HMOP positions and 5 closed out — a net gain of 5 holders — while 28 added to existing stakes and 24 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $3.75M. The largest seller was LPL Financial, cutting an estimated $2.02M.

  • 67 institutional investors held Hartford Municipal Opportunities ETF (HMOP) as of Q3 2023, up from 62 in Q2 2023.
  • Funds reported $314M of Hartford Municipal Opportunities ETF stock for Q3 2023, up 0.53% quarter-over-quarter.
  • 10 funds opened new Hartford Municipal Opportunities ETF positions in Q3 2023 and 5 closed out, a net change of +5 holders.
  • The largest Hartford Municipal Opportunities ETF buyer in Q3 2023 was HighTower Advisors, an estimated $3.75M added.
  • The largest Hartford Municipal Opportunities ETF seller in Q3 2023 was LPL Financial, an estimated $2.02M sold.

Based on aggregated 13F filings for Q3 2023.