We are live on ! Find out more
HMOP icon

Hartford Municipal Opportunities ETF

24 hedge funds and large institutions have $77.9M invested in Hartford Municipal Opportunities ETF in 2020 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 16 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 4

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

12% more capital invested

Capital invested by funds: $69.6M → $77.9M (+$8.27M)

4% more funds holding

Funds holding: 2324 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5.71% less ownership

Funds ownership: 77.15%71.44% (-5.7%)

Holders
24
Holders Change
+1
Holders Change %
+4.35%
% of All Funds
0.48%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
3
Increased
16
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
1
Avantax Advisory Services
Texas
$20.9M +$3.9M +92,408 +22%
CAAS
2
Capital Asset Advisory Services
Michigan
$11.8M +$323K +7,660 +3%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$9.87M +$1.1M +26,202 +12%
LFA
4
Legacy Financial Advisors
Kentucky
$6.63M +$466K +11,058 +7%
SG
5
Strid Group
Pennsylvania
$6.05M -$126K -2,999 -2%
SPIA
6
Steward Partners Investment Advisory
New York
$4.17M +$248K +5,872 +6%
Truist Financial
7
Truist Financial
North Carolina
$3.31M +$253K +5,999 +8%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$2.98M +$622K +14,752 +26%
RJA
9
Raymond James & Associates
Florida
$1.83M +$650K +15,422 +53%
Jane Street
10
Jane Street
New York
$1.7M +$741K +17,576 +74%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$1.37M +$57K +1,351 +4%
Citadel Advisors
12
Citadel Advisors
Florida
$1.28M +$1.31M +31,146 New
RJFSA
13
Raymond James Financial Services Advisors
Florida
$1.08M +$435K +10,312 +65%
CCMG
14
Clark Capital Management Group
Pennsylvania
$977K +$161K +3,808 +19%
LPL Financial
15
LPL Financial
California
$936K +$28.4K +673 +3%
LNC
16
Lincoln National Corp
Pennsylvania
$740K -$102K -2,429 -12%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$689K +$190K +4,510 +37%
FHA
18
Flagship Harbor Advisors
Massachusetts
$506K -$171K -4,060 -25%
MA
19
Mutual Advisors
Nebraska
$373K +$70.5K +1,672 +23%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$366K +$21.1K +500 +6%
GIA
21
Gladstone Institutional Advisory
Florida
$295K -$6.75K -160 -2%
NFG
22
Next Financial Group
Texas
$19K +$19.6K +466 New
UBS Group
23
UBS Group
Switzerland
$1K +$1.05K +25 New
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
-$296K -7,090 Closed
PAG
25
Private Advisor Group
New Jersey
-$13K -322 Closed

HMOP Hedge Fund Activity: Q3 2020 in Review

24 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Hartford Municipal Opportunities ETF (HMOP) for Q3 2020, worth a combined $77.9M — up 12% from $69.6M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new HMOP positions and 2 closed out — a net gain of 1 holder — while 16 added to existing stakes and 4 trimmed.

The largest buyer was Avantax Advisory Services, adding an estimated $3.9M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $296K sold.

  • 24 institutional investors held Hartford Municipal Opportunities ETF (HMOP) as of Q3 2020, up from 23 in Q2 2020.
  • Funds reported $77.9M of Hartford Municipal Opportunities ETF stock for Q3 2020, up 12% quarter-over-quarter.
  • 3 funds opened new Hartford Municipal Opportunities ETF positions in Q3 2020 and 2 closed out, a net change of +1 holder.
  • The largest Hartford Municipal Opportunities ETF buyer in Q3 2020 was Avantax Advisory Services, an estimated $3.9M added.
  • The largest Hartford Municipal Opportunities ETF seller in Q3 2020 was Susquehanna International Group, an estimated $296K sold.

Based on aggregated 13F filings for Q3 2020.