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Hartford Municipal Opportunities ETF

86 hedge funds and large institutions have $418M invested in Hartford Municipal Opportunities ETF in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 46 increasing their positions, 20 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 2

130% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 20

11% more capital invested

Capital invested by funds: $377M → $418M (+$41.6M)

10% more funds holding

Funds holding: 7886 (+8)

2.31% more ownership

Funds ownership: 81.36%83.66% (+2.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
86
Holders Change
+8
Holders Change %
+10.26%
% of All Funds
1.13%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
14
Increased
46
Reduced
20
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MTWM
51
Masso Torrence Wealth Management
New Jersey
$887K -$41K -1,050 -4%
TWM
52
Thrive Wealth Management
Pennsylvania
$879K +$331K +8,476 +59%
FTS
53
Fifth Third Securities
Ohio
$879K +$315K +8,077 +55%
AIM
54
Advyzon Investment Management
Illinois
$837K +$845K +21,649 New
GI
55
GAMMA Investing
California
$740K +$92K +2,356 +14%
DCM
56
Donaldson Capital Management
Indiana
$740K +$70.3K +1,802 +10%
PAG
57
Private Advisor Group
New Jersey
$583K +$145K +3,705 +33%
RPSA
58
Richard P. Slaughter Associates
Texas
$568K +$574K +14,705 New
GF
59
GGM Financials
Ohio
$553K +$558K +14,299 New
CAL
60
Capital Analysts LLC
Pennsylvania
$539K +$4.53K +116 +0.8%
Creative Planning
61
Creative Planning
Kansas
$534K +$539K +13,802 New
SCM
62
Stonehearth Capital Management
Massachusetts
$503K +$42K +1,077 +9%
VC
63
Vicus Capital
Pennsylvania
$449K -$6.09K -156 -1%
AAG
64
Armstrong Advisory Group
Massachusetts
$406K
SPC
65
Sigma Planning Corp
Michigan
$370K +$2.77K +71 +0.7%
FPAS
66
Focus Partners Advisor Solutions
Missouri
$359K +$111K +2,852 +44%
Comerica Bank
67
Comerica Bank
Texas
$350K
Truist Financial
68
Truist Financial
North Carolina
$326K
OFS
69
OneAscent Financial Services
Alabama
$316K +$319K +8,164 New
MWP
70
Madison Wealth Partners
Wisconsin
$312K -$77.1K -1,975 -20%
WMA
71
West Michigan Advisors
Michigan
$282K -$100K -2,573 -26%
OMC
72
Old Mission Capital
Illinois
$272K +$274K +7,024 New
AWM
73
Axxcess Wealth Management
California
$269K -$70.3K -1,802 -21%
AF
74
Advisornet Financial
Minnesota
$261K +$263K +6,750 New
FF
75
Friday Financial
Iowa
$249K +$251K +6,443 New

HMOP Hedge Fund Activity: Q4 2024 in Review

86 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Hartford Municipal Opportunities ETF (HMOP) for Q4 2024, worth a combined $418M — up 11% from $377M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new HMOP positions and 2 closed out — a net gain of 12 holders — while 46 added to existing stakes and 20 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $7.8M. The largest seller was Sterling Investment Counsel, cutting an estimated $3.42M.

  • 86 institutional investors held Hartford Municipal Opportunities ETF (HMOP) as of Q4 2024, up from 78 in Q3 2024.
  • Funds reported $418M of Hartford Municipal Opportunities ETF stock for Q4 2024, up 11% quarter-over-quarter.
  • 14 funds opened new Hartford Municipal Opportunities ETF positions in Q4 2024 and 2 closed out, a net change of +12 holders.
  • The largest Hartford Municipal Opportunities ETF buyer in Q4 2024 was Northwestern Mutual Wealth Management, an estimated $7.8M added.
  • The largest Hartford Municipal Opportunities ETF seller in Q4 2024 was Sterling Investment Counsel, an estimated $3.42M sold.

Based on aggregated 13F filings for Q4 2024.