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Hartford Municipal Opportunities ETF

69 hedge funds and large institutions have $334M invested in Hartford Municipal Opportunities ETF in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 34 increasing their positions, 21 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)

62% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 21

2% more capital invested

Capital invested by funds: $329M → $334M (+$5.14M)

0.44% more ownership

Funds ownership: 82.81%83.24% (+0.44%)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

3% less funds holding

Funds holding: 7169 (-2)

Holders
69
Holders Change
-2
Holders Change %
-2.82%
% of All Funds
0.99%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
5
Increased
34
Reduced
21
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
26
Raymond James & Associates
Florida
$2.46M +$608K +15,654 +33%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$2.32M +$2.32M +59,708 New
CAN
28
Cetera Advisor Networks
California
$2.12M +$478K +12,311 +29%
NA
29
NewEdge Advisors
Louisiana
$2.1M +$1.89M +48,654 +879%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$2.08M -$223K -5,751 -10%
LWMNY
31
Landmark Wealth Management (New York)
New York
$1.98M +$86.1K +2,218 +5%
CVA
32
Central Valley Advisors
California
$1.82M +$171K +4,392 +10%
AWA
33
Amplius Wealth Advisors
Pennsylvania
$1.69M -$4.62M -119,096 -73%
Mariner
34
Mariner
Kansas
$1.61M -$555K -14,304 -26%
NW
35
Naviter Wealth
Arkansas
$1.55M +$1.54M +39,726 New
Osaic Holdings
36
Osaic Holdings
Arizona
$1.41M +$283K +7,299 +25%
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$1.41M -$421K -10,855 -23%
APP
38
Avantax Planning Partners
Iowa
$1.29M
MFG
39
Magnus Financial Group
New York
$1.24M +$43K +1,108 +4%
RIG
40
RiverFront Investment Group
Virginia
$1.13M +$867K +22,324 +329%
PPP
41
Private Portfolio Partners
New Jersey
$1.08M +$1.98K +51 +0.2%
SFM
42
Signet Financial Management
New Jersey
$1.06M -$7.34K -189 -0.7%
WIM
43
Westside Investment Management
California
$863K +$116K +3,000 +16%
WMA
44
West Michigan Advisors
Michigan
$825K +$825K +21,240 New
TWM
45
Thrive Wealth Management
Pennsylvania
$621K -$220K -5,678 -26%
MWP
46
Madison Wealth Partners
Wisconsin
$599K -$132K -3,389 -18%
HIF
47
Hill Island Financial
Michigan
$541K +$86.8K +2,236 +19%
CAL
48
Capital Analysts LLC
Pennsylvania
$535K -$12.8K -329 -2%
AWM
49
Axxcess Wealth Management
California
$458K -$78.9K -2,033 -15%
CAAS
50
Capital Asset Advisory Services
Michigan
$454K -$78.9K -2,033 -15%

HMOP Hedge Fund Activity: Q1 2024 in Review

69 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Hartford Municipal Opportunities ETF (HMOP) for Q1 2024, worth a combined $334M — up 1.6% from $329M a quarter earlier.

Fund positioning in HMOP was balanced in Q1 2024: 5 funds opened new positions, 5 closed out, 34 added to existing stakes and 21 trimmed.

The largest buyer was Steward Partners Investment Advisory, adding an estimated $17M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $14.9M.

  • 69 institutional investors held Hartford Municipal Opportunities ETF (HMOP) as of Q1 2024, down from 71 in Q4 2023.
  • Funds reported $334M of Hartford Municipal Opportunities ETF stock for Q1 2024, up 1.6% quarter-over-quarter.
  • 5 funds opened new Hartford Municipal Opportunities ETF positions in Q1 2024 and 5 closed out, a net change of 0 holders.
  • The largest Hartford Municipal Opportunities ETF buyer in Q1 2024 was Steward Partners Investment Advisory, an estimated $17M added.
  • The largest Hartford Municipal Opportunities ETF seller in Q1 2024 was Raymond James Financial Services Advisors, an estimated $14.9M sold.

Based on aggregated 13F filings for Q1 2024.