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Hartford Municipal Opportunities ETF

48 hedge funds and large institutions have $186M invested in Hartford Municipal Opportunities ETF in 2021 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 6

225% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 4

21% more capital invested

Capital invested by funds: $153M → $186M (+$32.8M)

20% more funds holding

Funds holding: 4048 (+8)

3.98% more ownership

Funds ownership: 76.46%80.44% (+4%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
48
Holders Change
+8
Holders Change %
+20%
% of All Funds
0.74%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
13
Increased
24
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
1
Raymond James Financial Services Advisors
Florida
$28M +$7.46M +178,639 +37%
AAS
2
Avantax Advisory Services
Texas
$23M +$707K +16,915 +3%
Bank of America
3
Bank of America
North Carolina
$19.2M +$3.57M +85,557 +23%
CAAS
4
Capital Asset Advisory Services
Michigan
$16.6M -$222K -5,311 -1%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$16.4M +$552K +13,220 +3%
SC
6
Sepio Capital
Utah
$12.2M +$1.91M +45,757 +19%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$8.93M +$1.39M +33,277 +18%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$7.71M +$6.85M +164,009 +815%
SG
9
Strid Group
Pennsylvania
$6.57M +$139K +3,316 +2%
WJA
10
Willis Johnson & Associates
Texas
$6.26M +$152K +3,646 +2%
SPIA
11
Steward Partners Investment Advisory
New York
$5.8M +$150K +3,596 +3%
Truist Financial
12
Truist Financial
North Carolina
$4.37M +$340K +8,142 +8%
LPL Financial
13
LPL Financial
California
$3.53M +$1.15M +27,411 +48%
MIAN
14
Mariner Independent Advisor Network
Kansas
$3.44M +$479K +11,458 +16%
RJA
15
Raymond James & Associates
Florida
$3.06M -$163K -3,901 -5%
FPIS
16
Financial Planning & Information Services
Wisconsin
$2.58M -$10.3K -246 -0.4%
CCMG
17
Clark Capital Management Group
Pennsylvania
$2.19M +$189K +4,531 +9%
Citadel Advisors
18
Citadel Advisors
Florida
$1.67M +$838K +20,053 +101%
Osaic Holdings
19
Osaic Holdings
Arizona
$1.52M +$905K +21,662 +148%
Jane Street
20
Jane Street
New York
$1.23M +$1.22M +29,295 New
AWM
21
Altium Wealth Management
New York
$1.14M +$1.14M +27,239 New
TI
22
Tidal Investments
Wisconsin
$1.13M +$2.8K +67 +0.2%
AAS
23
Ameritas Advisory Services
Nebraska
$972K +$970K +23,221 New
MFG
24
Magnus Financial Group
New York
$969K +$967K +23,139 New
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$902K +$501K +11,979 +125%

HMOP Hedge Fund Activity: Q4 2021 in Review

48 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Hartford Municipal Opportunities ETF (HMOP) for Q4 2021, worth a combined $186M — up 21% from $153M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new HMOP positions and 4 closed out — a net gain of 9 holders — while 24 added to existing stakes and 6 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $7.46M. The largest seller was SWMG LLC, cutting an estimated $312K.

  • 48 institutional investors held Hartford Municipal Opportunities ETF (HMOP) as of Q4 2021, up from 40 in Q3 2021.
  • Funds reported $186M of Hartford Municipal Opportunities ETF stock for Q4 2021, up 21% quarter-over-quarter.
  • 13 funds opened new Hartford Municipal Opportunities ETF positions in Q4 2021 and 4 closed out, a net change of +9 holders.
  • The largest Hartford Municipal Opportunities ETF buyer in Q4 2021 was Raymond James Financial Services Advisors, an estimated $7.46M added.
  • The largest Hartford Municipal Opportunities ETF seller in Q4 2021 was SWMG LLC, an estimated $312K sold.

Based on aggregated 13F filings for Q4 2021.