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Hartford Municipal Opportunities ETF

67 hedge funds and large institutions have $314M invested in Hartford Municipal Opportunities ETF in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 24 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

17% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 24

8% more funds holding

Funds holding: 6267 (+5)

1% more capital invested

Capital invested by funds: $312M → $314M (+$1.66M)

0.61% less ownership

Funds ownership: 85.06%84.45% (-0.61%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
67
Holders Change
+5
Holders Change %
+8.06%
% of All Funds
1.06%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
10
Increased
28
Reduced
24
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
51
Capital Analysts LLC
Pennsylvania
$519K +$58.9K +1,561 +12%
HIF
52
Hill Island Financial
Michigan
$498K -$21.3K -563 -4%
VC
53
Vicus Capital
Pennsylvania
$386K +$24.5K +649 +7%
RJT
54
Raymond James Trust
Florida
$354K
GS
55
GTS Securities
New York
$314K +$322K +8,525 New
Comerica Bank
56
Comerica Bank
Texas
$271K +$278K +7,363 New
PAG
57
Private Advisor Group
New Jersey
$222K +$228K +6,045 New
BFG
58
Bleakley Financial Group
New Jersey
$222K -$37K -981 -14%
SS
59
Simplicity Solutions
Minnesota
$222K -$37K -981 -14%
Cetera Investment Advisers
60
Cetera Investment Advisers
Illinois
$210K +$216K +5,709 New
OFS
61
OneAscent Financial Services
Alabama
$210K +$215K +5,696 New
GIA
62
Gladstone Institutional Advisory
Florida
$209K -$43.3K -1,148 -17%
NA
63
NewEdge Advisors
Louisiana
$202K +$207K +5,494 New
HI
64
Harbour Investments
Wisconsin
$138K +$14.7K +389 +12%
WWMSC
65
Wagner Wealth Management (South Carolina)
South Carolina
$9.55K
TRCT
66
Tower Research Capital (TRC)
New York
$184
Wells Fargo
67
Wells Fargo
California
$35
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
-$1.43M -37,074 Closed
FTUS
69
Flow Traders U.S.
New York
-$859K -22,572 Closed
SPC
70
Sigma Planning Corp
Michigan
-$334K -8,789 Closed
SS
71
Sunbelt Securities
Texas
-$13K -342 Closed
IGWM
72
ICA Group Wealth Management
Colorado
-$3.04K -80 Closed

HMOP Hedge Fund Activity: Q3 2023 in Review

67 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Hartford Municipal Opportunities ETF (HMOP) for Q3 2023, worth a combined $314M — up 0.53% from $312M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new HMOP positions and 5 closed out — a net gain of 5 holders — while 28 added to existing stakes and 24 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $3.75M. The largest seller was LPL Financial, cutting an estimated $2.02M.

  • 67 institutional investors held Hartford Municipal Opportunities ETF (HMOP) as of Q3 2023, up from 62 in Q2 2023.
  • Funds reported $314M of Hartford Municipal Opportunities ETF stock for Q3 2023, up 0.53% quarter-over-quarter.
  • 10 funds opened new Hartford Municipal Opportunities ETF positions in Q3 2023 and 5 closed out, a net change of +5 holders.
  • The largest Hartford Municipal Opportunities ETF buyer in Q3 2023 was HighTower Advisors, an estimated $3.75M added.
  • The largest Hartford Municipal Opportunities ETF seller in Q3 2023 was LPL Financial, an estimated $2.02M sold.

Based on aggregated 13F filings for Q3 2023.