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Hartford Municipal Opportunities ETF

78 hedge funds and large institutions have $377M invested in Hartford Municipal Opportunities ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 37 increasing their positions, 25 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

48% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 25

9% more capital invested

Capital invested by funds: $346M → $377M (+$30.8M)

3% more funds holding

Funds holding: 7678 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.41% less ownership

Funds ownership: 81.77%81.36% (-0.41%)

Holders
78
Holders Change
+2
Holders Change %
+2.63%
% of All Funds
1.12%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
37
Reduced
25
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
26
Avantax Advisory Services
Texas
$2.75M -$748K -19,139 -22%
NW
27
Naviter Wealth
Arkansas
$2.71M +$797K +20,398 +42%
MML Investors Services
28
MML Investors Services
Massachusetts
$2.6M +$74.2K +1,898 +3%
RJA
29
Raymond James & Associates
Florida
$2.51M +$30.1K +771 +1%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$2.47M +$108K +2,764 +5%
RIG
31
RiverFront Investment Group
Virginia
$2.27M +$1.02M +26,082 +83%
LWMNY
32
Landmark Wealth Management (New York)
New York
$2.13M -$38.5K -984 -2%
Osaic Holdings
33
Osaic Holdings
Arizona
$2.12M +$599K +15,319 +40%
CAPTRUST Financial Advisors
34
CAPTRUST Financial Advisors
North Carolina
$2.05M -$66K -1,688 -3%
CVA
35
Central Valley Advisors
California
$1.95M -$5.83K -149 -0.3%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$1.68M -$284K -7,270 -15%
Mariner
37
Mariner
Kansas
$1.64M -$104K -2,659 -6%
AWA
38
Amplius Wealth Advisors
Pennsylvania
$1.42M -$171K -4,363 -11%
NA
39
NewEdge Advisors
Louisiana
$1.41M -$130K -3,319 -8%
MFG
40
Magnus Financial Group
New York
$1.32M +$37.7K +965 +3%
SA
41
Sanctuary Advisors
Indiana
$1.32M +$721K +18,438 +120%
WIM
42
Westside Investment Management
California
$1.21M +$129K +3,299 +12%
PPP
43
Private Portfolio Partners
New Jersey
$1.1M +$1.76K +45 +0.2%
SFM
44
Signet Financial Management
New Jersey
$1.07M -$32.2K -824 -3%
Jones Financial Companies
45
Jones Financial Companies
Missouri
$1.04M +$1.02M +26,163 +10,592%
MTWM
46
Masso Torrence Wealth Management
New Jersey
$945K +$938K +23,985 New
APP
47
Avantax Planning Partners
Iowa
$927K -$189K -4,844 -17%
CWM
48
Cornerstone Wealth Management
Missouri
$698K +$98.6K +2,522 +17%
DCM
49
Donaldson Capital Management
Indiana
$683K +$298K +7,616 +78%
GI
50
GAMMA Investing
California
$661K +$342K +8,753 +109%

HMOP Hedge Fund Activity: Q3 2024 in Review

78 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Hartford Municipal Opportunities ETF (HMOP) for Q3 2024, worth a combined $377M — up 8.9% from $346M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new HMOP positions and 4 closed out — a net gain of 4 holders — while 37 added to existing stakes and 25 trimmed.

The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $13.6M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $15.4M.

  • 78 institutional investors held Hartford Municipal Opportunities ETF (HMOP) as of Q3 2024, up from 76 in Q2 2024.
  • Funds reported $377M of Hartford Municipal Opportunities ETF stock for Q3 2024, up 8.9% quarter-over-quarter.
  • 8 funds opened new Hartford Municipal Opportunities ETF positions in Q3 2024 and 4 closed out, a net change of +4 holders.
  • The largest Hartford Municipal Opportunities ETF buyer in Q3 2024 was Focus Partners Wealth, an estimated $13.6M added.
  • The largest Hartford Municipal Opportunities ETF seller in Q3 2024 was Raymond James Financial Services Advisors, an estimated $15.4M sold.

Based on aggregated 13F filings for Q3 2024.