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Hartford Municipal Opportunities ETF

36 hedge funds and large institutions have $126M invested in Hartford Municipal Opportunities ETF in 2021 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

425% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 4

400% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 2

29% more funds holding

Funds holding: 2836 (+8)

24% more capital invested

Capital invested by funds: $102M → $126M (+$24.5M)

2.78% more ownership

Funds ownership: 75.91%78.69% (+2.8%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
36
Holders Change
+8
Holders Change %
+28.57%
% of All Funds
0.63%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
10
Increased
21
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
$20M +$338K +8,087 +2%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$16.5M +$3.54M +84,720 +27%
CAAS
3
Capital Asset Advisory Services
Michigan
$14.2M +$1.09M +26,099 +8%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$12.3M +$1.05M +25,025 +9%
GWM
5
Geneos Wealth Management
Colorado
$10.7M +$10.7M +255,978 New
SG
6
Strid Group
Pennsylvania
$6.47M +$252K +6,016 +4%
WJA
7
Willis Johnson & Associates
Texas
$5.12M +$616K +14,722 +14%
SPIA
8
Steward Partners Investment Advisory
New York
$4.94M +$302K +7,214 +6%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$4.79M +$695K +16,612 +17%
Jane Street
10
Jane Street
New York
$3.99M +$4.01M +96,006 New
RWA
11
Redhawk Wealth Advisors
Minnesota
$3.53M +$3.55M +84,872 New
Truist Financial
12
Truist Financial
North Carolina
$3.34M +$64.3K +1,539 +2%
MIAN
13
Mariner Independent Advisor Network
Kansas
$2.19M +$2.2M +52,552 New
Bank of America
14
Bank of America
North Carolina
$2.14M +$2.12M +50,652 +6,103%
RJA
15
Raymond James & Associates
Florida
$2.07M -$22.3K -533 -1%
FPIS
16
Financial Planning & Information Services
Wisconsin
$2.01M +$1.8M +43,028 +811%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.79M +$199K +4,754 +12%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$1.6M +$144K +3,437 +10%
CCMG
19
Clark Capital Management Group
Pennsylvania
$1.14M +$70.6K +1,689 +7%
TI
20
Tidal Investments
Wisconsin
$1.13M +$1.14M +27,274 New
CFO
21
Collective Family Office
Pennsylvania
$1.06M +$40K +956 +4%
LPL Financial
22
LPL Financial
California
$1.04M +$67.2K +1,608 +7%
LNC
23
Lincoln National Corp
Pennsylvania
$872K +$111K +2,660 +15%
MML Investors Services
24
MML Investors Services
Massachusetts
$770K +$422K +10,104 +120%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$570K +$31.4K +750 +6%

HMOP Hedge Fund Activity: Q1 2021 in Review

36 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Hartford Municipal Opportunities ETF (HMOP) for Q1 2021, worth a combined $126M — up 24% from $102M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new HMOP positions and 2 closed out — a net gain of 8 holders — while 21 added to existing stakes and 4 trimmed.

The largest buyer was Geneos Wealth Management, opening a new position worth an estimated $10.7M. The largest seller was Legacy Financial Advisors, cutting an estimated $8.19M.

  • 36 institutional investors held Hartford Municipal Opportunities ETF (HMOP) as of Q1 2021, up from 28 in Q4 2020.
  • Funds reported $126M of Hartford Municipal Opportunities ETF stock for Q1 2021, up 24% quarter-over-quarter.
  • 10 funds opened new Hartford Municipal Opportunities ETF positions in Q1 2021 and 2 closed out, a net change of +8 holders.
  • The largest Hartford Municipal Opportunities ETF buyer in Q1 2021 was Geneos Wealth Management, an estimated $10.7M added.
  • The largest Hartford Municipal Opportunities ETF seller in Q1 2021 was Legacy Financial Advisors, an estimated $8.19M sold.

Based on aggregated 13F filings for Q1 2021.