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Hartford Municipal Opportunities ETF

86 hedge funds and large institutions have $418M invested in Hartford Municipal Opportunities ETF in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 46 increasing their positions, 20 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 2

130% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 20

11% more capital invested

Capital invested by funds: $377M → $418M (+$41.6M)

10% more funds holding

Funds holding: 7886 (+8)

2.31% more ownership

Funds ownership: 81.36%83.66% (+2.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
86
Holders Change
+8
Holders Change %
+10.26%
% of All Funds
1.13%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
14
Increased
46
Reduced
20
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SG
26
Strid Group
Pennsylvania
$3.18M +$38.8K +995 +1%
CWA
27
Crux Wealth Advisors
California
$3.1M +$3.12M +80,058 New
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$2.81M +$389K +9,974 +16%
AAS
29
Avantax Advisory Services
Texas
$2.64M -$51.1K -1,309 -2%
RIG
30
RiverFront Investment Group
Virginia
$2.46M +$232K +5,955 +10%
NW
31
Naviter Wealth
Arkansas
$2.43M -$238K -6,102 -9%
JP Morgan Chase
32
JP Morgan Chase
New York
$2.29M +$2.23M +57,124 +2,881%
LWMNY
33
Landmark Wealth Management (New York)
New York
$2.09M +$820 +21 +0%
BFG
34
Bleakley Financial Group
New Jersey
$1.98M +$1.48M +38,017 +287%
MML Investors Services
35
MML Investors Services
Massachusetts
$1.96M -$594K -15,214 -23%
CVA
36
Central Valley Advisors
California
$1.95M +$31.7K +811 +2%
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$1.92M -$84.6K -2,167 -4%
SA
38
Sanctuary Advisors
Indiana
$1.84M +$535K +13,711 +41%
Jones Financial Companies
39
Jones Financial Companies
Missouri
$1.58M +$559K +14,332 +54%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$1.45M -$208K -5,319 -12%
SIC
41
Sterling Investment Counsel
New York
$1.41M -$3.42M -87,529 -71%
AWA
42
Amplius Wealth Advisors
Pennsylvania
$1.4M +$13.3K +342 +1%
MFG
43
Magnus Financial Group
New York
$1.28M -$18K -460 -1%
Jane Street
44
Jane Street
New York
$1.25M +$912K +23,362 +262%
WIM
45
Westside Investment Management
California
$1.18M -$11.7K -300 -1%
NA
46
NewEdge Advisors
Louisiana
$1.13M -$262K -6,715 -19%
PPP
47
Private Portfolio Partners
New Jersey
$1.11M +$33.1K +849 +3%
SFM
48
Signet Financial Management
New Jersey
$1.08M +$30.7K +786 +3%
CWM
49
Cornerstone Wealth Management
Missouri
$932K +$250K +6,404 +36%
APP
50
Avantax Planning Partners
Iowa
$910K +$351 +9 +0%

HMOP Hedge Fund Activity: Q4 2024 in Review

86 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Hartford Municipal Opportunities ETF (HMOP) for Q4 2024, worth a combined $418M — up 11% from $377M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new HMOP positions and 2 closed out — a net gain of 12 holders — while 46 added to existing stakes and 20 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $7.8M. The largest seller was Sterling Investment Counsel, cutting an estimated $3.42M.

  • 86 institutional investors held Hartford Municipal Opportunities ETF (HMOP) as of Q4 2024, up from 78 in Q3 2024.
  • Funds reported $418M of Hartford Municipal Opportunities ETF stock for Q4 2024, up 11% quarter-over-quarter.
  • 14 funds opened new Hartford Municipal Opportunities ETF positions in Q4 2024 and 2 closed out, a net change of +12 holders.
  • The largest Hartford Municipal Opportunities ETF buyer in Q4 2024 was Northwestern Mutual Wealth Management, an estimated $7.8M added.
  • The largest Hartford Municipal Opportunities ETF seller in Q4 2024 was Sterling Investment Counsel, an estimated $3.42M sold.

Based on aggregated 13F filings for Q4 2024.