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Hartford Municipal Opportunities ETF

61 hedge funds and large institutions have $225M invested in Hartford Municipal Opportunities ETF in 2022 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 12 increasing their positions, 26 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 7

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

20% more funds holding

Funds holding: 5161 (+10)

2% more capital invested

Capital invested by funds: $220M → $225M (+$5.23M)

2.03% less ownership

Funds ownership: 85.24%83.22% (-2%)

54% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 26

Holders
61
Holders Change
+10
Holders Change %
+19.61%
% of All Funds
1.03%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
18
Increased
12
Reduced
26
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
1
Raymond James Financial Services Advisors
Florida
$31.4M +$2.54M +66,611 +9%
AAS
2
Avantax Advisory Services
Texas
$19.6M -$837K -21,960 -4%
CAAS
3
Capital Asset Advisory Services
Michigan
$17M +$422K +11,059 +3%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$15.1M -$2.47M -64,850 -14%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$15M -$2.09M -54,741 -12%
AWM
6
Altium Wealth Management
New York
$15M +$2.63M +68,993 +21%
Bank of America
7
Bank of America
North Carolina
$13.7M +$433K +11,343 +3%
LC
8
Legacy CG
Texas
$11.7M +$11.8M +309,970 New
Osaic Holdings
9
Osaic Holdings
Arizona
$11.1M +$9.13M +239,367 +444%
SC
10
Sepio Capital
Utah
$9.26M -$1.96M -51,315 -17%
EFL
11
ERn Financial LLC
Wisconsin
$7.75M +$7.82M +205,169 New
EWP
12
Engrave Wealth Partners
Texas
$5.93M -$759K -19,911 -11%
MWP
13
Madison Wealth Partners
Wisconsin
$4.82M +$4.87M +127,572 New
WJA
14
Willis Johnson & Associates
Texas
$4.24M -$684K -17,924 -14%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$3.85M -$701K -18,377 -15%
CWA
16
Consilio Wealth Advisors
Washington
$3.81M +$2.84M +74,537 +283%
CWA
17
Choice Wealth Advisors
Maine
$3.81M +$3.85M +100,905 New
LPL Financial
18
LPL Financial
California
$3.33M +$221K +5,799 +7%
SG
19
Strid Group
Pennsylvania
$3.11M -$2.92M -76,515 -48%
RJA
20
Raymond James & Associates
Florida
$3.05M -$493K -12,915 -14%
MIAN
21
Mariner Independent Advisor Network
Kansas
$2.93M -$155K -4,055 -5%
QA
22
Quantitative Advantage
Minnesota
$1.97M -$318K -8,333 -14%
FPIS
23
Financial Planning & Information Services
Wisconsin
$1.53M -$694K -18,190 -31%
APP
24
Avantax Planning Partners
Iowa
$1.31M +$773K +20,268 +141%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$1.04M +$83.7K +2,194 +9%

HMOP Hedge Fund Activity: Q2 2022 in Review

61 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Hartford Municipal Opportunities ETF (HMOP) for Q2 2022, worth a combined $225M — up 2.4% from $220M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new HMOP positions and 7 closed out — a net gain of 11 holders — while 12 added to existing stakes and 26 trimmed.

The largest buyer was Legacy CG, opening a new position worth an estimated $11.8M. The largest seller was Thrive Wealth Management, cutting an estimated $9.95M.

  • 61 institutional investors held Hartford Municipal Opportunities ETF (HMOP) as of Q2 2022, up from 51 in Q1 2022.
  • Funds reported $225M of Hartford Municipal Opportunities ETF stock for Q2 2022, up 2.4% quarter-over-quarter.
  • 18 funds opened new Hartford Municipal Opportunities ETF positions in Q2 2022 and 7 closed out, a net change of +11 holders.
  • The largest Hartford Municipal Opportunities ETF buyer in Q2 2022 was Legacy CG, an estimated $11.8M added.
  • The largest Hartford Municipal Opportunities ETF seller in Q2 2022 was Thrive Wealth Management, an estimated $9.95M sold.

Based on aggregated 13F filings for Q2 2022.