Hartford Municipal Opportunities ETF
HMOP
51 hedge funds and large institutions have $220M invested in Hartford Municipal Opportunities ETF in 2022 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 18 reducing their positions, and 5 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
100% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 5
18% more capital invested
Capital invested by funds: $186M → $220M (+$33.3M)
6% more funds holding
Funds holding: 48 → 51 (+3)
4.8% more ownership
Funds ownership: 80.44% → 85.24% (+4.8%)
6% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
Altium Wealth Management
Purchase,
New York
|
+$12.2M |
| 2 |
TWM
Thrive Wealth Management
Audubon,
Pennsylvania
|
+$11.3M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$10.1M |
| 4 |
EWP
Engrave Wealth Partners
The Woodlands,
Texas
|
+$7.17M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$3.88M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$4.31M |
| 2 |
SPIA
Steward Partners Investment Advisory
New York
|
-$3.75M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$2.59M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$1.67M |
| 5 |
WJA
Willis Johnson & Associates
Houston,
Texas
|
-$791K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
51
Citadel Advisors
Miami,
Florida
| – | -$1.67M | -39,987 | Closed |
|
52
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| – | -$240K | -5,739 | Closed |
|
|
LFA
53
Legacy Financial Advisors
Covington,
Kentucky
| – | -$210K | -5,007 | Closed |
|
|
AWAP
54
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
| – | -$201K | -4,800 | Closed |
|
|
SFM
55
Signet Financial Management
Parsippany,
New Jersey
| – | -$134K | -3,210 | Closed |
|
56
Wells Fargo
San Francisco,
California
| – | +$41 | +1 | New |
|
HMOP Hedge Fund Activity: Q1 2022 in Review
51 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Hartford Municipal Opportunities ETF (HMOP) for Q1 2022, worth a combined $220M — up 18% from $186M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new HMOP positions and 5 closed out — a net gain of 5 holders — while 19 added to existing stakes and 18 trimmed.
The largest buyer was Altium Wealth Management, adding an estimated $12.2M. The largest seller was Bank of America, cutting an estimated $4.31M.
- 51 institutional investors held Hartford Municipal Opportunities ETF (HMOP) as of Q1 2022, up from 48 in Q4 2021.
- Funds reported $220M of Hartford Municipal Opportunities ETF stock for Q1 2022, up 18% quarter-over-quarter.
- 10 funds opened new Hartford Municipal Opportunities ETF positions in Q1 2022 and 5 closed out, a net change of +5 holders.
- The largest Hartford Municipal Opportunities ETF buyer in Q1 2022 was Altium Wealth Management, an estimated $12.2M added.
- The largest Hartford Municipal Opportunities ETF seller in Q1 2022 was Bank of America, an estimated $4.31M sold.
Based on aggregated 13F filings for Q1 2022.