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Hartford Municipal Opportunities ETF
HMOP

62 hedge funds and large institutions have $312M invested in Hartford Municipal Opportunities ETF in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 32 increasing their positions, 18 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

78% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 18

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

20% more capital invested

Capital invested by funds: $260M → $312M (+$52.6M)

8.56% more ownership

Funds ownership: 76.5% → 85.06% (+8.6%)

5% more funds holding

Funds holding: 59 → 62 (+3)

Holders
62
Holders Change
+3
Holders Change %
+5.08%
% of All Funds
0.97%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
8
Increased
32
Reduced
18
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
+$30.7M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$4.67M
3
SIC
Sterling Investment Counsel
New York
+$3.51M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$2.92M
5
Jane Street
Jane Street
New York
+$2.29M

Top Sellers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
-$3.48M
2
LPL Financial
LPL Financial
California
-$1.55M
3
MWP
Madison Wealth Partners
Wisconsin
-$1.26M
4
AAS
Avantax Advisory Services
Texas
-$699K
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$484K
Name Holding Trade Value Shares
Change 		Change in
Stake
VC
51
Vicus Capital
Pennsylvania
$374K +$82.5K +2,164 +28%
RJT
52
Raymond James Trust
Florida
$366K – – –
SPC
53
Sigma Planning Corp
Michigan
$334K +$15.9K +417 +5%
BFG
54
Bleakley Financial Group
New Jersey
$267K +$53.6K +1,405 +25%
SS
55
Simplicity Solutions
Minnesota
$267K +$53.6K +1,405 +25%
GIA
56
Gladstone Institutional Advisory
Florida
$260K +$7.59K +199 +3%
HI
57
Harbour Investments
Wisconsin
$128K -$65.8K -1,726 -34%
SS
58
Sunbelt Securities
Texas
$13K +$13K +342 New
WWMSC
59
Wagner Wealth Management (South Carolina)
South Carolina
$9.87K – – –
IGWM
60
ICA Group Wealth Management
Colorado
$3.04K +$3.05K +80 New
TRCT
61
Tower Research Capital (TRC)
New York
$190 – – –
Wells Fargo
62
Wells Fargo
California
$37 +$38 +1 New
WMA
63
West Michigan Advisors
Michigan
– -$237K -6,215 Closed
JP Morgan Chase
64
JP Morgan Chase
New York
– -$91K -2,385 Closed
UBS Group
65
UBS Group
Switzerland
– -$57.9K -1,516 Closed
SWM
66
Spire Wealth Management
Virginia
– -$25.3K -661 Closed
1 2
3

HMOP Hedge Fund Activity: Q2 2023 in Review

62 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Hartford Municipal Opportunities ETF (HMOP) for Q2 2023, worth a combined $312M — up 20% from $260M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new HMOP positions and 4 closed out — a net gain of 4 holders — while 32 added to existing stakes and 18 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $30.7M. The largest seller was Raymond James & Associates, cutting an estimated $3.48M.

  • 62 institutional investors held Hartford Municipal Opportunities ETF (HMOP) as of Q2 2023, up from 59 in Q1 2023.
  • Funds reported $312M of Hartford Municipal Opportunities ETF stock for Q2 2023, up 20% quarter-over-quarter.
  • 8 funds opened new Hartford Municipal Opportunities ETF positions in Q2 2023 and 4 closed out, a net change of +4 holders.
  • The largest Hartford Municipal Opportunities ETF buyer in Q2 2023 was HighTower Advisors, an estimated $30.7M added.
  • The largest Hartford Municipal Opportunities ETF seller in Q2 2023 was Raymond James & Associates, an estimated $3.48M sold.

Based on aggregated 13F filings for Q2 2023.