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Hartford Municipal Opportunities ETF

78 hedge funds and large institutions have $377M invested in Hartford Municipal Opportunities ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 37 increasing their positions, 25 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

48% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 25

9% more capital invested

Capital invested by funds: $346M → $377M (+$30.8M)

3% more funds holding

Funds holding: 7678 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.41% less ownership

Funds ownership: 81.77%81.36% (-0.41%)

Holders
78
Holders Change
+2
Holders Change %
+2.63%
% of All Funds
1.12%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
37
Reduced
25
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FTS
51
Fifth Third Securities
Ohio
$578K -$8.99K -230 -2%
TWM
52
Thrive Wealth Management
Pennsylvania
$562K -$27.1K -694 -5%
CAL
53
Capital Analysts LLC
Pennsylvania
$544K +$508 +13 +0.1%
BFG
54
Bleakley Financial Group
New Jersey
$521K +$57.3K +1,465 +12%
SCM
55
Stonehearth Capital Management
Massachusetts
$470K +$67.3K +1,721 +17%
VC
56
Vicus Capital
Pennsylvania
$464K +$9.58K +245 +2%
PAG
57
Private Advisor Group
New Jersey
$448K +$141K +3,605 +46%
AAG
58
Armstrong Advisory Group
Massachusetts
$414K
MWP
59
Madison Wealth Partners
Wisconsin
$396K -$111K -2,848 -22%
WMA
60
West Michigan Advisors
Michigan
$389K -$449K -11,478 -54%
RJT
61
Raymond James Trust
Florida
$379K
SPC
62
Sigma Planning Corp
Michigan
$374K +$2.66K +68 +0.7%
Comerica Bank
63
Comerica Bank
Texas
$357K +$6.22K +159 +2%
Jane Street
64
Jane Street
New York
$351K +$348K +8,900 New
AWM
65
Axxcess Wealth Management
California
$345K -$112K -2,854 -25%
Truist Financial
66
Truist Financial
North Carolina
$333K
CAAS
67
Capital Asset Advisory Services
Michigan
$323K -$62.4K -1,595 -16%
Prudential Financial
68
Prudential Financial
New Jersey
$272K -$27.9K -714 -9%
FPAS
69
Focus Partners Advisor Solutions
Missouri
$254K +$252K +6,443 New
HIF
70
Hill Island Financial
Michigan
$232K -$19.5K -499 -8%
HWM
71
HB Wealth Management
Georgia
$226K +$224K +5,736 New
FLPIM
72
F.L. Putnam Investment Management
Massachusetts
$221K
HI
73
Harbour Investments
Wisconsin
$185K +$71K +1,817 +63%
JP Morgan Chase
74
JP Morgan Chase
New York
$78.1K
PGAM
75
Princeton Global Asset Management
New Jersey
$24.1K +$23.9K +612 New

HMOP Hedge Fund Activity: Q3 2024 in Review

78 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Hartford Municipal Opportunities ETF (HMOP) for Q3 2024, worth a combined $377M — up 8.9% from $346M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new HMOP positions and 4 closed out — a net gain of 4 holders — while 37 added to existing stakes and 25 trimmed.

The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $13.6M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $15.4M.

  • 78 institutional investors held Hartford Municipal Opportunities ETF (HMOP) as of Q3 2024, up from 76 in Q2 2024.
  • Funds reported $377M of Hartford Municipal Opportunities ETF stock for Q3 2024, up 8.9% quarter-over-quarter.
  • 8 funds opened new Hartford Municipal Opportunities ETF positions in Q3 2024 and 4 closed out, a net change of +4 holders.
  • The largest Hartford Municipal Opportunities ETF buyer in Q3 2024 was Focus Partners Wealth, an estimated $13.6M added.
  • The largest Hartford Municipal Opportunities ETF seller in Q3 2024 was Raymond James Financial Services Advisors, an estimated $15.4M sold.

Based on aggregated 13F filings for Q3 2024.