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Hartford Municipal Opportunities ETF

69 hedge funds and large institutions have $334M invested in Hartford Municipal Opportunities ETF in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 34 increasing their positions, 21 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

62% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 21

2% more capital invested

Capital invested by funds: $329M → $334M (+$5.14M)

0.44% more ownership

Funds ownership: 82.81%83.24% (+0.44%)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

3% less funds holding

Funds holding: 7169 (-2)

Holders
69
Holders Change
-2
Holders Change %
-2.82%
% of All Funds
0.99%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
5
Increased
34
Reduced
21
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GI
51
GAMMA Investing
California
$421K +$169K +4,348 +67%
VC
52
Vicus Capital
Pennsylvania
$415K +$6.6K +170 +2%
SCM
53
Stonehearth Capital Management
Massachusetts
$414K -$244K -6,278 -37%
AAG
54
Armstrong Advisory Group
Massachusetts
$409K
RJT
55
Raymond James Trust
Florida
$374K
Comerica Bank
56
Comerica Bank
Texas
$345K +$59.4K +1,530 +21%
PAG
57
Private Advisor Group
New Jersey
$274K +$9.78K +252 +4%
BFG
58
Bleakley Financial Group
New Jersey
$270K +$36.1K +930 +15%
SW
59
Simplicity Wealth
New Jersey
$270K +$270K +6,960 New
Prudential Financial
60
Prudential Financial
New Jersey
$253K +$253K +6,512 New
DADC
61
D.A. Davidson & Co
Montana
$233K -$256K -6,597 -52%
OFS
62
OneAscent Financial Services
Alabama
$223K
HI
63
Harbour Investments
Wisconsin
$112K +$10.5K +270 +10%
JP Morgan Chase
64
JP Morgan Chase
New York
$72.5K +$25.8K +664 +55%
WWMSC
65
Wagner Wealth Management (South Carolina)
South Carolina
$10.1K
IGWM
66
ICA Group Wealth Management
Colorado
$3.11K
TRCT
67
Tower Research Capital (TRC)
New York
$194
Fidelity Investments
68
Fidelity Investments
Massachusetts
$39
Wells Fargo
69
Wells Fargo
California
$34
Susquehanna International Group
70
Susquehanna International Group
Pennsylvania
-$914K -23,475 Closed
GS
71
GTS Securities
New York
-$350K -8,982 Closed
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
-$61K -1,572 Closed
T
73
Tidemark
California
-$29.2K -749 Closed
Morgan Stanley
74
Morgan Stanley
New York
-$84 -2 Closed

HMOP Hedge Fund Activity: Q1 2024 in Review

69 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Hartford Municipal Opportunities ETF (HMOP) for Q1 2024, worth a combined $334M — up 1.6% from $329M a quarter earlier.

Fund positioning in HMOP was balanced in Q1 2024: 5 funds opened new positions, 5 closed out, 34 added to existing stakes and 21 trimmed.

The largest buyer was Steward Partners Investment Advisory, adding an estimated $17M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $14.9M.

  • 69 institutional investors held Hartford Municipal Opportunities ETF (HMOP) as of Q1 2024, down from 71 in Q4 2023.
  • Funds reported $334M of Hartford Municipal Opportunities ETF stock for Q1 2024, up 1.6% quarter-over-quarter.
  • 5 funds opened new Hartford Municipal Opportunities ETF positions in Q1 2024 and 5 closed out, a net change of 0 holders.
  • The largest Hartford Municipal Opportunities ETF buyer in Q1 2024 was Steward Partners Investment Advisory, an estimated $17M added.
  • The largest Hartford Municipal Opportunities ETF seller in Q1 2024 was Raymond James Financial Services Advisors, an estimated $14.9M sold.

Based on aggregated 13F filings for Q1 2024.