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Hartford Municipal Opportunities ETF

28 hedge funds and large institutions have $102M invested in Hartford Municipal Opportunities ETF in 2020 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 4

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

30% more capital invested

Capital invested by funds: $77.9M → $102M (+$23.7M)

17% more funds holding

Funds holding: 2428 (+4)

4.47% more ownership

Funds ownership: 71.44%75.91% (+4.5%)

Holders
28
Holders Change
+4
Holders Change %
+16.67%
% of All Funds
0.5%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
8
Increased
16
Reduced
4
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
1
Avantax Advisory Services
Texas
$19.8M -$1.53M -36,922 -7%
CAAS
2
Capital Asset Advisory Services
Michigan
$13.2M +$1.17M +28,325 +10%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$13.1M +$11.9M +286,989 +1,097%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$11.3M +$1.24M +29,912 +12%
LFA
5
Legacy Financial Advisors
Kentucky
$8.61M +$1.85M +44,778 +28%
SG
6
Strid Group
Pennsylvania
$6.25M +$102K +2,477 +2%
SPIA
7
Steward Partners Investment Advisory
New York
$4.67M +$421K +10,182 +10%
WJA
8
Willis Johnson & Associates
Texas
$4.53M +$4.48M +108,256 New
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$4.12M +$1.08M +26,137 +36%
Truist Financial
10
Truist Financial
North Carolina
$3.29M -$63.8K -1,542 -2%
RJA
11
Raymond James & Associates
Florida
$2.1M +$235K +5,684 +13%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.6M +$203K +4,908 +15%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$1.47M +$759K +18,336 +109%
CCMG
14
Clark Capital Management Group
Pennsylvania
$1.08M +$85.6K +2,069 +9%
CFO
15
Collective Family Office
Pennsylvania
$1.03M +$1.02M +24,545 New
LPL Financial
16
LPL Financial
California
$979K +$26.3K +636 +3%
Citadel Advisors
17
Citadel Advisors
Florida
$978K -$321K -7,757 -25%
LNC
18
Lincoln National Corp
Pennsylvania
$765K +$13.1K +317 +2%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$571K +$565K +13,656 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$541K +$168K +4,050 +46%
MA
21
Mutual Advisors
Nebraska
$453K +$73.6K +1,780 +20%
MML Investors Services
22
MML Investors Services
Massachusetts
$352K +$348K +8,416 New
IWM
23
IHT Wealth Management
Illinois
$297K +$294K +7,100 New
GIA
24
Gladstone Institutional Advisory
Florida
$280K -$19.4K -470 -7%
FPIS
25
Financial Planning & Information Services
Wisconsin
$222K +$219K +5,304 New

HMOP Hedge Fund Activity: Q4 2020 in Review

28 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Hartford Municipal Opportunities ETF (HMOP) for Q4 2020, worth a combined $102M — up 30% from $77.9M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new HMOP positions and 4 closed out — a net gain of 4 holders — while 16 added to existing stakes and 4 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $11.9M. The largest seller was Jane Street, exiting entirely with an estimated $1.7M sold.

  • 28 institutional investors held Hartford Municipal Opportunities ETF (HMOP) as of Q4 2020, up from 24 in Q3 2020.
  • Funds reported $102M of Hartford Municipal Opportunities ETF stock for Q4 2020, up 30% quarter-over-quarter.
  • 8 funds opened new Hartford Municipal Opportunities ETF positions in Q4 2020 and 4 closed out, a net change of +4 holders.
  • The largest Hartford Municipal Opportunities ETF buyer in Q4 2020 was Raymond James Financial Services Advisors, an estimated $11.9M added.
  • The largest Hartford Municipal Opportunities ETF seller in Q4 2020 was Jane Street, an estimated $1.7M sold.

Based on aggregated 13F filings for Q4 2020.