We are live on ! Find out more
HMOP icon

Hartford Municipal Opportunities ETF

40 hedge funds and large institutions have $153M invested in Hartford Municipal Opportunities ETF in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 21 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 7

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

1.81% more ownership

Funds ownership: 74.66%76.46% (+1.8%)

5% more capital invested

Capital invested by funds: $146M → $153M (+$7.15M)

5% less funds holding

Funds holding: 4240 (-2)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
40
Holders Change
-2
Holders Change %
-4.76%
% of All Funds
0.7%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
4
Increased
21
Reduced
7
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
1
Avantax Advisory Services
Texas
$22.3M +$516K +12,234 +2%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$20.4M +$2.55M +60,391 +14%
CAAS
3
Capital Asset Advisory Services
Michigan
$16.8M +$849K +20,129 +5%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$15.8M +$1.57M +37,164 +11%
Bank of America
5
Bank of America
North Carolina
$15.5M +$2.98M +70,729 +23%
SC
6
Sepio Capital
Utah
$10.3M +$2.63M +62,361 +34%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$7.53M +$2.09M +49,565 +38%
SG
8
Strid Group
Pennsylvania
$6.42M -$145K -3,438 -2%
WJA
9
Willis Johnson & Associates
Texas
$6.1M +$332K +7,871 +6%
SPIA
10
Steward Partners Investment Advisory
New York
$5.64M +$159K +3,763 +3%
Truist Financial
11
Truist Financial
North Carolina
$4.02M +$354K +8,385 +10%
RJA
12
Raymond James & Associates
Florida
$3.22M +$984K +23,309 +43%
MIAN
13
Mariner Independent Advisor Network
Kansas
$2.95M +$730K +17,309 +32%
FPIS
14
Financial Planning & Information Services
Wisconsin
$2.59M +$36K +852 +1%
LPL Financial
15
LPL Financial
California
$2.38M +$301K +7,138 +14%
CCMG
16
Clark Capital Management Group
Pennsylvania
$2M +$146K +3,460 +8%
TI
17
Tidal Investments
Wisconsin
$1.12M -$45.5K -1,078 -4%
AIC
18
Ameritas Investment Company
Nebraska
$984K +$994K +23,553 New
SL
19
SWMG LLC
Texas
$893K -$208K -4,932 -19%
LNC
20
Lincoln National Corp
Pennsylvania
$873K +$3.29K +78 +0.4%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$840K -$2.7K -64 -0.3%
Citadel Advisors
22
Citadel Advisors
Florida
$833K -$180K -4,262 -18%
Osaic Holdings
23
Osaic Holdings
Arizona
$613K +$509K +12,062 +465%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$596K -$12.9K -305 -2%
SCM
25
Stonehearth Capital Management
Massachusetts
$522K +$528K +12,501 New

HMOP Hedge Fund Activity: Q3 2021 in Review

40 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Hartford Municipal Opportunities ETF (HMOP) for Q3 2021, worth a combined $153M — up 4.9% from $146M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of HMOP and 4 opened new positions — a net loss of 2 holders — while 7 trimmed existing stakes and 21 added.

The largest buyer was Bank of America, adding an estimated $2.98M. The largest seller was Jane Street, exiting entirely with an estimated $7.2M sold.

  • 40 institutional investors held Hartford Municipal Opportunities ETF (HMOP) as of Q3 2021, down from 42 in Q2 2021.
  • Funds reported $153M of Hartford Municipal Opportunities ETF stock for Q3 2021, up 4.9% quarter-over-quarter.
  • 4 funds opened new Hartford Municipal Opportunities ETF positions in Q3 2021 and 6 closed out, a net change of -2 holders.
  • The largest Hartford Municipal Opportunities ETF buyer in Q3 2021 was Bank of America, an estimated $2.98M added.
  • The largest Hartford Municipal Opportunities ETF seller in Q3 2021 was Jane Street, an estimated $7.2M sold.

Based on aggregated 13F filings for Q3 2021.