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Hartford Municipal Opportunities ETF

51 hedge funds and large institutions have $220M invested in Hartford Municipal Opportunities ETF in 2022 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

18% more capital invested

Capital invested by funds: $186M → $220M (+$33.3M)

6% more funds holding

Funds holding: 4851 (+3)

4.8% more ownership

Funds ownership: 80.44%85.24% (+4.8%)

6% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 18

Holders
51
Holders Change
+3
Holders Change %
+6.25%
% of All Funds
0.8%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
10
Increased
19
Reduced
18
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
1
Raymond James Financial Services Advisors
Florida
$30M +$3.88M +95,753 +14%
AAS
2
Avantax Advisory Services
Texas
$21.3M -$322K -7,932 -1%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$18.2M +$10.1M +249,821 +117%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$17.7M +$2.45M +60,464 +15%
CAAS
5
Capital Asset Advisory Services
Michigan
$17.2M +$1.72M +42,281 +11%
Bank of America
6
Bank of America
North Carolina
$13.8M -$4.31M -106,198 -23%
AWM
7
Altium Wealth Management
New York
$12.8M +$12.2M +299,925 +1,101%
SC
8
Sepio Capital
Utah
$11.6M +$163K +4,012 +1%
TWM
9
Thrive Wealth Management
Pennsylvania
$10.9M +$11.3M +278,794 New
EWP
10
Engrave Wealth Partners
Texas
$6.94M +$7.17M +176,884 New
SG
11
Strid Group
Pennsylvania
$6.23M +$77.6K +1,914 +1%
WJA
12
Willis Johnson & Associates
Texas
$5.1M -$791K -19,501 -13%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$4.71M -$2.59M -63,942 -35%
Truist Financial
14
Truist Financial
North Carolina
$4.05M -$43.4K -1,070 -1%
RJA
15
Raymond James & Associates
Florida
$3.68M +$837K +20,639 +28%
LPL Financial
16
LPL Financial
California
$3.23M -$82.3K -2,030 -2%
MIAN
17
Mariner Independent Advisor Network
Kansas
$3.2M -$23.9K -589 -0.7%
Jane Street
18
Jane Street
New York
$2.81M +$1.72M +42,335 +145%
QA
19
Quantitative Advantage
Minnesota
$2.37M +$2.45M +60,472 New
FPIS
20
Financial Planning & Information Services
Wisconsin
$2.31M -$114K -2,819 -5%
CCMG
21
Clark Capital Management Group
Pennsylvania
$2.24M +$197K +4,848 +9%
Osaic Holdings
22
Osaic Holdings
Arizona
$2.11M +$714K +17,597 +48%
SPIA
23
Steward Partners Investment Advisory
New York
$1.81M -$3.75M -92,534 -67%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1.3M +$737K +18,173 +120%
HIF
25
Hill Island Financial
Michigan
$1.26M +$1.31M +32,226 New

HMOP Hedge Fund Activity: Q1 2022 in Review

51 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Hartford Municipal Opportunities ETF (HMOP) for Q1 2022, worth a combined $220M — up 18% from $186M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new HMOP positions and 5 closed out — a net gain of 5 holders — while 19 added to existing stakes and 18 trimmed.

The largest buyer was Altium Wealth Management, adding an estimated $12.2M. The largest seller was Bank of America, cutting an estimated $4.31M.

  • 51 institutional investors held Hartford Municipal Opportunities ETF (HMOP) as of Q1 2022, up from 48 in Q4 2021.
  • Funds reported $220M of Hartford Municipal Opportunities ETF stock for Q1 2022, up 18% quarter-over-quarter.
  • 10 funds opened new Hartford Municipal Opportunities ETF positions in Q1 2022 and 5 closed out, a net change of +5 holders.
  • The largest Hartford Municipal Opportunities ETF buyer in Q1 2022 was Altium Wealth Management, an estimated $12.2M added.
  • The largest Hartford Municipal Opportunities ETF seller in Q1 2022 was Bank of America, an estimated $4.31M sold.

Based on aggregated 13F filings for Q1 2022.