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Hartford Municipal Opportunities ETF

76 hedge funds and large institutions have $346M invested in Hartford Municipal Opportunities ETF in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 39 increasing their positions, 18 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

117% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 18

10% more funds holding

Funds holding: 6976 (+7)

4% more capital invested

Capital invested by funds: $334M → $346M (+$11.8M)

1.48% less ownership

Funds ownership: 83.24%81.77% (-1.5%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
76
Holders Change
+7
Holders Change %
+10.14%
% of All Funds
1.1%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
11
Increased
39
Reduced
18
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SW
51
Simplicity Wealth
New Jersey
$456K +$186K +4,811 +69%
AWM
52
Axxcess Wealth Management
California
$449K -$7.22K -187 -2%
VC
53
Vicus Capital
Pennsylvania
$446K +$32.2K +834 +8%
AAG
54
Armstrong Advisory Group
Massachusetts
$406K
SCM
55
Stonehearth Capital Management
Massachusetts
$395K -$16.9K -439 -4%
CAAS
56
Capital Asset Advisory Services
Michigan
$382K -$75.2K -1,948 -17%
DCM
57
Donaldson Capital Management
Indiana
$376K +$375K +9,720 New
RJT
58
Raymond James Trust
Florida
$373K
SPC
59
Sigma Planning Corp
Michigan
$365K +$364K +9,427 New
Comerica Bank
60
Comerica Bank
Texas
$344K
Truist Financial
61
Truist Financial
North Carolina
$327K +$326K +8,443 New
GI
62
GAMMA Investing
California
$311K -$109K -2,812 -26%
PAG
63
Private Advisor Group
New Jersey
$301K +$28.2K +731 +10%
Prudential Financial
64
Prudential Financial
New Jersey
$295K +$43K +1,113 +17%
HIF
65
Hill Island Financial
Michigan
$247K -$292K -7,562 -54%
OFS
66
OneAscent Financial Services
Alabama
$234K +$11.7K +304 +5%
FLPIM
67
F.L. Putnam Investment Management
Massachusetts
$217K +$216K +5,601 New
HI
68
Harbour Investments
Wisconsin
$111K
JP Morgan Chase
69
JP Morgan Chase
New York
$76.8K +$4.52K +117 +6%
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
$74.5K +$74K +1,917 New
Jones Financial Companies
71
Jones Financial Companies
Missouri
$9.56K +$9.53K +247 New
Morgan Stanley
72
Morgan Stanley
New York
$7.63K +$7.6K +197 New
IGWM
73
ICA Group Wealth Management
Colorado
$3.1K
TRCT
74
Tower Research Capital (TRC)
New York
$194
Fidelity Investments
75
Fidelity Investments
Massachusetts
$39

HMOP Hedge Fund Activity: Q2 2024 in Review

76 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Hartford Municipal Opportunities ETF (HMOP) for Q2 2024, worth a combined $346M — up 3.5% from $334M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new HMOP positions and 3 closed out — a net gain of 8 holders — while 39 added to existing stakes and 18 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $4.38M. The largest seller was Avantax Advisory Services, cutting an estimated $5.48M.

  • 76 institutional investors held Hartford Municipal Opportunities ETF (HMOP) as of Q2 2024, up from 69 in Q1 2024.
  • Funds reported $346M of Hartford Municipal Opportunities ETF stock for Q2 2024, up 3.5% quarter-over-quarter.
  • 11 funds opened new Hartford Municipal Opportunities ETF positions in Q2 2024 and 3 closed out, a net change of +8 holders.
  • The largest Hartford Municipal Opportunities ETF buyer in Q2 2024 was HighTower Advisors, an estimated $4.38M added.
  • The largest Hartford Municipal Opportunities ETF seller in Q2 2024 was Avantax Advisory Services, an estimated $5.48M sold.

Based on aggregated 13F filings for Q2 2024.