Hartford Municipal Opportunities ETF
HMOP
53 hedge funds and large institutions have $209M invested in Hartford Municipal Opportunities ETF in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 26 increasing their positions, 14 reducing their positions, and 12 closing their positions.
86% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 14
7% less capital invested
Capital invested by funds: $225M → $209M (-$15.4M)
9.05% less ownership
Funds ownership: 83.22% → 74.17% (-9%)
13% less funds holding
Funds holding: 61 → 53 (-8)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
50% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$14.8M |
| 2 |
GC
Gratus Capital
Atlanta,
Georgia
|
+$9.02M |
| 3 |
LPL Financial
San Diego,
California
|
+$6.74M |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$5.81M |
| 5 |
Jane Street
New York
|
+$3.88M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAAS
Capital Asset Advisory Services
Williamston,
Michigan
|
-$17M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$13.9M |
| 3 |
EFL
ERn Financial LLC
Middleton,
Wisconsin
|
-$7.75M |
| 4 |
CWA
Choice Wealth Advisors
Waterville,
Maine
|
-$3.81M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.12M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WWMSC
51
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
| $9K | – | – | – |
|
|
CAAS
52
Capital Asset Advisory Services
Williamston,
Michigan
| – | -$17M | -449,094 | Closed |
|
|
EFL
53
ERn Financial LLC
Middleton,
Wisconsin
| – | -$7.75M | -205,169 | Closed |
|
|
CWA
54
Choice Wealth Advisors
Waterville,
Maine
| – | -$3.81M | -100,905 | Closed |
|
55
Truist Financial
Charlotte,
North Carolina
| – | -$533K | -14,120 | Closed |
|
|
JSW
56
Journey Strategic Wealth
Summit,
New Jersey
| – | -$528K | -13,987 | Closed |
|
57
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$435K | -11,511 | Closed |
|
|
WWA
58
WCG Wealth Advisors
Las Vegas,
Nevada
| – | -$263K | -6,952 | Closed |
|
|
AAS
59
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$250K | -6,606 | Closed |
|
|
OMC
60
Old Mission Capital
Chicago,
Illinois
| – | -$216K | -5,727 | Closed |
|
61
Morgan Stanley
New York
| – | -$64K | -1,697 | Closed |
|
|
PWM
62
Prentice Wealth Management
Rochester,
New York
| – | -$46K | -1,221 | Closed |
|
HMOP Hedge Fund Activity: Q3 2022 in Review
53 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Hartford Municipal Opportunities ETF (HMOP) for Q3 2022, worth a combined $209M — down 6.8% from $225M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of HMOP and 6 opened new positions — a net loss of 6 holders — while 14 trimmed existing stakes and 26 added.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $14.8M. The largest seller was Capital Asset Advisory Services, exiting entirely with an estimated $17M sold.
- 53 institutional investors held Hartford Municipal Opportunities ETF (HMOP) as of Q3 2022, down from 61 in Q2 2022.
- Funds reported $209M of Hartford Municipal Opportunities ETF stock for Q3 2022, down 6.8% quarter-over-quarter.
- 6 funds opened new Hartford Municipal Opportunities ETF positions in Q3 2022 and 12 closed out, a net change of -6 holders.
- The largest Hartford Municipal Opportunities ETF buyer in Q3 2022 was Raymond James Financial Services Advisors, an estimated $14.8M added.
- The largest Hartford Municipal Opportunities ETF seller in Q3 2022 was Capital Asset Advisory Services, an estimated $17M sold.
Based on aggregated 13F filings for Q3 2022.