Hartford Municipal Opportunities ETF
HMOP
59 hedge funds and large institutions have $260M invested in Hartford Municipal Opportunities ETF in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 32 increasing their positions, 19 reducing their positions, and 4 closing their positions.
68% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 19
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
6% more capital invested
Capital invested by funds: $244M → $260M (+$15.3M)
4% more funds holding
Funds holding: 57 → 59 (+2)
0.42% more ownership
Funds ownership: 76.08% → 76.5% (+0.42%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$5.78M |
| 2 |
KIG
Kowal Investment Group
Brookfield,
Wisconsin
|
+$1.66M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.6M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.36M |
| 5 |
Jane Street
New York
|
+$1.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWP
Madison Wealth Partners
Madison,
Wisconsin
|
-$1.07M |
| 2 |
AAG
Armstrong Advisory Group
Needham,
Massachusetts
|
-$763K |
| 3 |
LPL Financial
San Diego,
California
|
-$731K |
| 4 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$402K |
| 5 |
Mariner
Overland Park,
Kansas
|
-$235K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BFG
51
Bleakley Financial Group
Fairfield,
New Jersey
| $214K | +$214K | +5,606 | New |
|
|
SS
52
Simplicity Solutions
Minneapolis,
Minnesota
| $214K | +$214K | +5,606 | New |
|
|
HI
53
Harbour Investments
Madison,
Wisconsin
| $194K | +$132K | +3,463 | +213% |
|
54
JP Morgan Chase
New York
| $91K | +$90.9K | +2,385 | New |
|
55
UBS Group
Zurich,
Switzerland
| $57.9K | -$46.7K | -1,225 | -45% |
|
|
SWM
56
Spire Wealth Management
Mclean,
Virginia
| $25.3K | +$25.2K | +661 | New |
|
|
WWMSC
57
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
| $9.92K | – | – | – |
|
|
58
Commonwealth Equity Services
Waltham,
Massachusetts
| $6.32K | +$1.36M | +35,706 | +28% |
|
|
HWM
59
HB Wealth Management
Atlanta,
Georgia
| – | -$226K | -6,023 | Closed |
|
|
OMC
60
Old Mission Capital
Chicago,
Illinois
| – | -$208K | -5,531 | Closed |
|
|
HNWAG
61
High Net Worth Advisory Group
Naples,
Florida
| – | -$93.9K | -2,500 | Closed |
|
62
Fidelity Investments
Boston,
Massachusetts
| – | -$526 | -14 | Closed |
|
HMOP Hedge Fund Activity: Q1 2023 in Review
59 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Hartford Municipal Opportunities ETF (HMOP) for Q1 2023, worth a combined $260M — up 6.3% from $244M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new HMOP positions and 4 closed out — a net gain of 2 holders — while 32 added to existing stakes and 19 trimmed.
The largest buyer was Bank of America, adding an estimated $5.78M. The largest seller was Madison Wealth Partners, cutting an estimated $1.07M.
- 59 institutional investors held Hartford Municipal Opportunities ETF (HMOP) as of Q1 2023, up from 57 in Q4 2022.
- Funds reported $260M of Hartford Municipal Opportunities ETF stock for Q1 2023, up 6.3% quarter-over-quarter.
- 6 funds opened new Hartford Municipal Opportunities ETF positions in Q1 2023 and 4 closed out, a net change of +2 holders.
- The largest Hartford Municipal Opportunities ETF buyer in Q1 2023 was Bank of America, an estimated $5.78M added.
- The largest Hartford Municipal Opportunities ETF seller in Q1 2023 was Madison Wealth Partners, an estimated $1.07M sold.
Based on aggregated 13F filings for Q1 2023.