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Hartford Municipal Opportunities ETF

53 hedge funds and large institutions have $209M invested in Hartford Municipal Opportunities ETF in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 26 increasing their positions, 14 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 14

7% less capital invested

Capital invested by funds: $225M → $209M (-$15.4M)

9.05% less ownership

Funds ownership: 83.22%74.17% (-9%)

13% less funds holding

Funds holding: 6153 (-8)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

50% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 12

Holders
53
Holders Change
-8
Holders Change %
-13.11%
% of All Funds
0.91%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
6
Increased
26
Reduced
14
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
1
Raymond James Financial Services Advisors
Florida
$44.4M +$14.8M +388,312 +47%
AAS
2
Avantax Advisory Services
Texas
$18.5M -$425K -11,172 -2%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$17.6M +$3.21M +84,490 +21%
Bank of America
4
Bank of America
North Carolina
$12.9M -$322K -8,451 -2%
Osaic Holdings
5
Osaic Holdings
Arizona
$12.2M +$1.54M +40,388 +14%
LC
6
Legacy CG
Texas
$11.7M +$448K +11,778 +4%
LPL Financial
7
LPL Financial
California
$9.67M +$6.74M +177,211 +201%
SC
8
Sepio Capital
Utah
$9.15M +$231K +6,082 +2%
GC
9
Gratus Capital
Georgia
$8.64M +$9.02M +237,111 New
RJA
10
Raymond James & Associates
Florida
$5.94M +$3.13M +82,296 +102%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$5.57M +$5.81M +152,759 New
EWP
12
Engrave Wealth Partners
Texas
$5.48M -$251K -6,600 -4%
MWP
13
Madison Wealth Partners
Wisconsin
$5.18M +$557K +14,638 +11%
Jane Street
14
Jane Street
New York
$4.57M +$3.88M +101,890 +433%
CWA
15
Consilio Wealth Advisors
Washington
$3.87M +$203K +5,326 +5%
WJA
16
Willis Johnson & Associates
Texas
$3.77M -$336K -8,824 -8%
SG
17
Strid Group
Pennsylvania
$2.83M -$174K -4,573 -6%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$2.64M -$1.12M -29,316 -29%
MIAN
19
Mariner Independent Advisor Network
Kansas
$2.59M -$241K -6,322 -8%
QA
20
Quantitative Advantage
Minnesota
$1.83M -$69.7K -1,833 -4%
FPIS
21
Financial Planning & Information Services
Wisconsin
$1.76M +$296K +7,772 +19%
APP
22
Avantax Planning Partners
Iowa
$1.52M +$274K +7,188 +21%
FTUS
23
Flow Traders U.S.
New York
$1.34M +$863K +22,672 +159%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$1.31M +$323K +8,488 +31%
SPIA
25
Steward Partners Investment Advisory
New York
$1.23M +$643K +16,906 +100%

HMOP Hedge Fund Activity: Q3 2022 in Review

53 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Hartford Municipal Opportunities ETF (HMOP) for Q3 2022, worth a combined $209M — down 6.8% from $225M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of HMOP and 6 opened new positions — a net loss of 6 holders — while 14 trimmed existing stakes and 26 added.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $14.8M. The largest seller was Capital Asset Advisory Services, exiting entirely with an estimated $17M sold.

  • 53 institutional investors held Hartford Municipal Opportunities ETF (HMOP) as of Q3 2022, down from 61 in Q2 2022.
  • Funds reported $209M of Hartford Municipal Opportunities ETF stock for Q3 2022, down 6.8% quarter-over-quarter.
  • 6 funds opened new Hartford Municipal Opportunities ETF positions in Q3 2022 and 12 closed out, a net change of -6 holders.
  • The largest Hartford Municipal Opportunities ETF buyer in Q3 2022 was Raymond James Financial Services Advisors, an estimated $14.8M added.
  • The largest Hartford Municipal Opportunities ETF seller in Q3 2022 was Capital Asset Advisory Services, an estimated $17M sold.

Based on aggregated 13F filings for Q3 2022.