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Hartford Municipal Opportunities ETF
HMOP

23 hedge funds and large institutions have $69.6M invested in Hartford Municipal Opportunities ETF in 2020 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 3 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 3

0% more funds holding

Funds holding: 23 → 23 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

14.81% less ownership

Funds ownership: 91.96% → 77.15% (-15%)

50% less funds holding in top 10

Funds holding in top 10: 4 → 2 (-2)

51% less capital invested

Capital invested by funds: $143M → $69.6M (-$73.7M)

Holders
23
Holders Change
–
Holders Change %
0%
% of All Funds
0.47%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
5
Increased
13
Reduced
3
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
+$3.05M
2
CAAS
Capital Asset Advisory Services
Michigan
+$1.42M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.09M
4
CCMG
Clark Capital Management Group
Pennsylvania
+$818K
5
LFA
Legacy Financial Advisors
Kentucky
+$777K

Top Sellers

1
HIMCH
Hartford Investment Management Co (HIMCO)
Connecticut
-$79.5M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$5.01M
3
Citadel Advisors
Citadel Advisors
Florida
-$659K
4
Jane Street
Jane Street
New York
-$503K
5
Osaic Holdings
Osaic Holdings
Arizona
-$206K
Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
1
Avantax Advisory Services
Texas
$17.4M +$582K +14,189 +4%
CAAS
2
Capital Asset Advisory Services
Michigan
$11.9M +$1.42M +34,666 +14%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$8.93M +$1.09M +26,517 +14%
SG
4
Strid Group
Pennsylvania
$6.28M +$62.5K +1,524 +1%
LFA
5
Legacy Financial Advisors
Kentucky
$6.27M +$777K +18,941 +14%
SPIA
6
Steward Partners Investment Advisory
New York
$4M +$621K +15,135 +19%
Truist Financial
7
Truist Financial
North Carolina
$3.11M +$3.05M +74,350 New
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$2.41M -$77.2K -1,881 -3%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$1.34M +$691K +16,840 +111%
RJA
10
Raymond James & Associates
Florida
$1.22M +$282K +6,879 +31%
Jane Street
11
Jane Street
New York
$995K -$503K -12,247 -34%
LPL Financial
12
LPL Financial
California
$924K +$14.2K +347 +2%
LNC
13
Lincoln National Corp
Pennsylvania
$853K -$118K -2,871 -12%
CCMG
14
Clark Capital Management Group
Pennsylvania
$834K +$818K +19,936 New
FHA
15
Flagship Harbor Advisors
Massachusetts
$684K +$146K +3,565 +28%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$663K +$337K +8,222 +108%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$512K +$31.1K +757 +7%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$351K +$61.5K +1,500 +22%
MA
19
Mutual Advisors
Nebraska
$309K +$303K +7,390 New
GIA
20
Gladstone Institutional Advisory
Florida
$306K – – –
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$296K +$291K +7,090 New
PAG
22
Private Advisor Group
New Jersey
$13K +$13.2K +322 New
HIMCH
23
Hartford Investment Management Co (HIMCO)
Connecticut
– -$79.5M -1,933,112 Closed
Wellington Management Group
24
Wellington Management Group
Massachusetts
– -$5.01M -122,500 Closed
Citadel Advisors
25
Citadel Advisors
Florida
– -$659K -16,042 Closed
1
2

HMOP Hedge Fund Activity: Q2 2020 in Review

23 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Hartford Municipal Opportunities ETF (HMOP) for Q2 2020, worth a combined $69.6M — down 51% from $143M a quarter earlier.

Fund positioning in HMOP was balanced in Q2 2020: 5 funds opened new positions, 5 closed out, 13 added to existing stakes and 3 trimmed.

The largest buyer was Truist Financial, opening a new position worth an estimated $3.05M. The largest seller was Hartford Investment Management Co (HIMCO), exiting entirely with an estimated $79.5M sold.

  • 23 institutional investors held Hartford Municipal Opportunities ETF (HMOP) as of Q2 2020, unchanged from Q1 2020.
  • Funds reported $69.6M of Hartford Municipal Opportunities ETF stock for Q2 2020, down 51% quarter-over-quarter.
  • 5 funds opened new Hartford Municipal Opportunities ETF positions in Q2 2020 and 5 closed out, a net change of 0 holders.
  • The largest Hartford Municipal Opportunities ETF buyer in Q2 2020 was Truist Financial, an estimated $3.05M added.
  • The largest Hartford Municipal Opportunities ETF seller in Q2 2020 was Hartford Investment Management Co (HIMCO), an estimated $79.5M sold.

Based on aggregated 13F filings for Q2 2020.