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Hartford Municipal Opportunities ETF
HMOP

42 hedge funds and large institutions have $146M invested in Hartford Municipal Opportunities ETF in 2021 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 8

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

17% more funds holding

Funds holding: 36 → 42 (+6)

16% more capital invested

Capital invested by funds: $126M → $146M (+$20.2M)

4.03% less ownership

Funds ownership: 78.69% → 74.66% (-4%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
42
Holders Change
+6
Holders Change %
+16.67%
% of All Funds
0.73%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
11
Increased
19
Reduced
8
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$10.5M
2
SC
Sepio Capital
Utah
+$7.74M
3
Jane Street
Jane Street
New York
+$3.15M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.95M
5
CAAS
Capital Asset Advisory Services
Michigan
+$1.7M

Top Sellers

1
GWM
Geneos Wealth Management
Colorado
-$10.7M
2
RWA
Redhawk Wealth Advisors
Minnesota
-$3.53M
3
CFO
Collective Family Office
Pennsylvania
-$819K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$771K
5
MML Investors Services
MML Investors Services
Massachusetts
-$516K
Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
1
Avantax Advisory Services
Texas
$21.9M +$1.68M +39,976 +8%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$18.1M +$1.3M +30,941 +8%
CAAS
3
Capital Asset Advisory Services
Michigan
$16.1M +$1.7M +40,498 +12%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$14.4M +$1.95M +46,333 +16%
Bank of America
5
Bank of America
North Carolina
$12.7M +$10.5M +249,773 +485%
SC
6
Sepio Capital
Utah
$7.76M +$7.74M +184,308 New
Jane Street
7
Jane Street
New York
$7.2M +$3.15M +75,022 +78%
SG
8
Strid Group
Pennsylvania
$6.64M +$65.4K +1,558 +1%
WJA
9
Willis Johnson & Associates
Texas
$5.81M +$633K +15,072 +12%
SPIA
10
Steward Partners Investment Advisory
New York
$5.53M +$520K +12,396 +10%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$5.5M +$646K +15,388 +13%
Truist Financial
12
Truist Financial
North Carolina
$3.69M +$311K +7,408 +9%
FPIS
13
Financial Planning & Information Services
Wisconsin
$2.57M +$533K +12,700 +26%
RJA
14
Raymond James & Associates
Florida
$2.26M +$168K +3,995 +8%
MIAN
15
Mariner Independent Advisor Network
Kansas
$2.24M +$31K +738 +1%
LPL Financial
16
LPL Financial
California
$2.1M +$1.04M +24,817 +99%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$2.03M +$221K +5,257 +12%
CCMG
18
Clark Capital Management Group
Pennsylvania
$1.87M +$707K +16,833 +61%
TI
19
Tidal Investments
Wisconsin
$1.18M +$26K +620 +2%
SL
20
SWMG LLC
Texas
$1.11M +$1.1M +26,293 New
Citadel Advisors
21
Citadel Advisors
Florida
$1.02M +$1.02M +24,196 New
LNC
22
Lincoln National Corp
Pennsylvania
$876K -$6.42K -153 -0.7%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$850K -$771K -18,358 -48%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$614K +$36.5K +869 +6%
RIG
25
RiverFront Investment Group
Virginia
$431K +$430K +10,246 New
1
2

HMOP Hedge Fund Activity: Q2 2021 in Review

42 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Hartford Municipal Opportunities ETF (HMOP) for Q2 2021, worth a combined $146M — up 16% from $126M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new HMOP positions and 5 closed out — a net gain of 6 holders — while 19 added to existing stakes and 8 trimmed.

The largest buyer was Bank of America, adding an estimated $10.5M. The largest seller was Geneos Wealth Management, exiting entirely with an estimated $10.7M sold.

  • 42 institutional investors held Hartford Municipal Opportunities ETF (HMOP) as of Q2 2021, up from 36 in Q1 2021.
  • Funds reported $146M of Hartford Municipal Opportunities ETF stock for Q2 2021, up 16% quarter-over-quarter.
  • 11 funds opened new Hartford Municipal Opportunities ETF positions in Q2 2021 and 5 closed out, a net change of +6 holders.
  • The largest Hartford Municipal Opportunities ETF buyer in Q2 2021 was Bank of America, an estimated $10.5M added.
  • The largest Hartford Municipal Opportunities ETF seller in Q2 2021 was Geneos Wealth Management, an estimated $10.7M sold.

Based on aggregated 13F filings for Q2 2021.