Hartford Municipal Opportunities ETF
HMOP
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.
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: 78 → 86 (+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: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$7.8M |
| 2 |
MF
Montis Financial
Waltham,
Massachusetts
|
+$7.41M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$7.11M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$4.15M |
| 5 |
LPL Financial
San Diego,
California
|
+$3.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIC
Sterling Investment Counsel
Buffalo,
New York
|
-$3.42M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.93M |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
-$594K |
| 4 |
BWP
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
-$577K |
| 5 |
CAAS
Capital Asset Advisory Services
Williamston,
Michigan
|
-$323K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HWM
76
HB Wealth Management
Atlanta,
Georgia
| $247K | +$25.1K | +644 | +11% |
|
|
HIF
77
Hill Island Financial
Grand Rapids,
Michigan
| $221K | -$6.44K | -165 | -3% |
|
|
FLPIM
78
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
| $217K | – | – | – |
|
|
HI
79
Harbour Investments
Madison,
Wisconsin
| $125K | -$56.8K | -1,456 | -31% |
|
|
LAMC
80
Longview Asset Management (California)
San Rafael,
California
| $117K | +$118K | +3,030 | New |
|
81
UBS Group
Zurich,
Switzerland
| $107K | +$108K | +2,758 | New |
|
|
PGAM
82
Princeton Global Asset Management
Princeton,
New Jersey
| $104K | +$80.8K | +2,070 | +338% |
|
83
Morgan Stanley
New York
| $7.57K | -$78 | -2 | -1% |
|
|
TRCT
84
Tower Research Capital (TRC)
New York
| $193 | – | – | – |
|
85
Fidelity Investments
Boston,
Massachusetts
| $39 | +$39 | +1 | New |
|
86
Wells Fargo
San Francisco,
California
| $23 | – | – | – |
|
|
CAAS
87
Capital Asset Advisory Services
Williamston,
Michigan
| – | -$323K | -8,255 | Closed |
|
88
Prudential Financial
Newark,
New Jersey
| – | -$272K | -6,911 | Closed |
|
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.