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Hartford Municipal Opportunities ETF

76 hedge funds and large institutions have $346M invested in Hartford Municipal Opportunities ETF in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 39 increasing their positions, 18 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

117% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 18

10% more funds holding

Funds holding: 6976 (+7)

4% more capital invested

Capital invested by funds: $334M → $346M (+$11.8M)

1.48% less ownership

Funds ownership: 83.24%81.77% (-1.5%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
76
Holders Change
+7
Holders Change %
+10.14%
% of All Funds
1.1%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
11
Increased
39
Reduced
18
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
26
Raymond James & Associates
Florida
$2.43M -$15.5K -402 -0.6%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$2.32M +$4.67K +121 +0.2%
LWMNY
28
Landmark Wealth Management (New York)
New York
$2.13M +$160K +4,151 +8%
CAPTRUST Financial Advisors
29
CAPTRUST Financial Advisors
North Carolina
$2.07M +$667K +17,282 +48%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$1.93M -$138K -3,587 -7%
CVA
31
Central Valley Advisors
California
$1.89M +$108K +2,793 +6%
NW
32
Naviter Wealth
Arkansas
$1.88M +$333K +8,622 +22%
Mariner
33
Mariner
Kansas
$1.71M +$111K +2,874 +7%
AWA
34
Amplius Wealth Advisors
Pennsylvania
$1.56M -$120K -3,112 -7%
NA
35
NewEdge Advisors
Louisiana
$1.52M -$579K -15,005 -28%
Osaic Holdings
36
Osaic Holdings
Arizona
$1.49M +$78.5K +2,034 +6%
MFG
37
Magnus Financial Group
New York
$1.26M +$19.6K +507 +2%
RIG
38
RiverFront Investment Group
Virginia
$1.22M +$94.6K +2,452 +8%
APP
39
Avantax Planning Partners
Iowa
$1.1M -$190K -4,910 -15%
SFM
40
Signet Financial Management
New Jersey
$1.09M +$27.6K +714 +3%
PPP
41
Private Portfolio Partners
New Jersey
$1.08M +$6.48K +168 +0.6%
WIM
42
Westside Investment Management
California
$1.07M +$205K +5,310 +24%
WMA
43
West Michigan Advisors
Michigan
$827K +$3.17K +82 +0.4%
SA
44
Sanctuary Advisors
Indiana
$590K +$594K +15,383 New
CWM
45
Cornerstone Wealth Management
Missouri
$588K +$586K +15,184 New
TWM
46
Thrive Wealth Management
Pennsylvania
$579K -$40K -1,037 -6%
FTS
47
Fifth Third Securities
Ohio
$578K +$575K +14,895 New
CAL
48
Capital Analysts LLC
Pennsylvania
$534K +$540 +14 +0.1%
MWP
49
Madison Wealth Partners
Wisconsin
$499K -$97.5K -2,525 -16%
BFG
50
Bleakley Financial Group
New Jersey
$456K +$186K +4,811 +69%

HMOP Hedge Fund Activity: Q2 2024 in Review

76 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Hartford Municipal Opportunities ETF (HMOP) for Q2 2024, worth a combined $346M — up 3.5% from $334M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new HMOP positions and 3 closed out — a net gain of 8 holders — while 39 added to existing stakes and 18 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $4.38M. The largest seller was Avantax Advisory Services, cutting an estimated $5.48M.

  • 76 institutional investors held Hartford Municipal Opportunities ETF (HMOP) as of Q2 2024, up from 69 in Q1 2024.
  • Funds reported $346M of Hartford Municipal Opportunities ETF stock for Q2 2024, up 3.5% quarter-over-quarter.
  • 11 funds opened new Hartford Municipal Opportunities ETF positions in Q2 2024 and 3 closed out, a net change of +8 holders.
  • The largest Hartford Municipal Opportunities ETF buyer in Q2 2024 was HighTower Advisors, an estimated $4.38M added.
  • The largest Hartford Municipal Opportunities ETF seller in Q2 2024 was Avantax Advisory Services, an estimated $5.48M sold.

Based on aggregated 13F filings for Q2 2024.