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Hartford Municipal Opportunities ETF
HMOP

57 hedge funds and large institutions have $244M invested in Hartford Municipal Opportunities ETF in 2022 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

21% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 19

17% more capital invested

Capital invested by funds: $209M → $244M (+$34.9M)

8% more funds holding

Funds holding: 53 → 57 (+4)

1.91% more ownership

Funds ownership: 74.17% → 76.08% (+1.9%)

Holders
57
Holders Change
+4
Holders Change %
+7.55%
% of All Funds
0.92%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
12
Increased
23
Reduced
19
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LWMT
Legacy Wealth Management (Tennessee)
Tennessee
+$14.2M
2
EFL
ERn Financial LLC
Wisconsin
+$7.82M
3
LPL Financial
LPL Financial
California
+$4.63M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.81M
5
AWA
Amplius Wealth Advisors
Pennsylvania
+$3.74M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$12M
2
SC
Sepio Capital
Utah
-$7.21M
3
EWP
Engrave Wealth Partners
Texas
-$5.48M
4
Jane Street
Jane Street
New York
-$4.57M
5
RJA
Raymond James & Associates
Florida
-$1.41M
Name Holding Trade Value Shares
Change 		Change in
Stake
RJFSA
1
Raymond James Financial Services Advisors
Florida
$49.6M +$3.81M +102,709 +8%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$21.4M +$3.18M +85,652 +18%
AAS
3
Avantax Advisory Services
Texas
$18.6M -$477K -12,854 -3%
LPL Financial
4
LPL Financial
California
$14.7M +$4.63M +124,836 +47%
LWMT
5
Legacy Wealth Management (Tennessee)
Tennessee
$14.4M +$14.2M +383,679 New
Bank of America
6
Bank of America
North Carolina
$13M -$257K -6,925 -2%
GA
7
Goldstein Advisors
Wisconsin
$12.6M +$12.5M +335,807 New
LC
8
Legacy CG
Texas
$12.6M +$495K +13,350 +4%
GC
9
Gratus Capital
Georgia
$9.84M +$926K +24,949 +11%
EFL
10
ERn Financial LLC
Wisconsin
$7.92M +$7.82M +210,895 New
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$5.62M -$118K -3,187 -2%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$4.87M +$2.12M +57,128 +79%
RJA
13
Raymond James & Associates
Florida
$4.7M -$1.41M -37,972 -23%
MWP
14
Madison Wealth Partners
Wisconsin
$4.65M -$688K -18,534 -13%
CWA
15
Consilio Wealth Advisors
Washington
$4.44M +$447K +12,060 +11%
WJA
16
Willis Johnson & Associates
Texas
$3.81M -$69K -1,859 -2%
AWA
17
Amplius Wealth Advisors
Pennsylvania
$3.79M +$3.74M +100,866 New
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$3.62M +$2.24M +60,448 +168%
SG
19
Strid Group
Pennsylvania
$2.47M -$444K -11,973 -15%
Mariner
20
Mariner
Kansas
$2.38M +$2.35M +63,330 New
SC
21
Sepio Capital
Utah
$2.14M -$7.21M -194,197 -77%
BWP
22
Bernardo Wealth Planning
Pennsylvania
$1.99M +$1.97M +53,057 New
FPIS
23
Financial Planning & Information Services
Wisconsin
$1.89M +$73.9K +1,992 +4%
WAP
24
Wealthcare Advisory Partners
Pennsylvania
$1.81M +$732K +19,733 +69%
CAN
25
Cetera Advisor Networks
California
$1.69M +$1.08M +29,019 +183%
1
2 3

HMOP Hedge Fund Activity: Q4 2022 in Review

57 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Hartford Municipal Opportunities ETF (HMOP) for Q4 2022, worth a combined $244M — up 17% from $209M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new HMOP positions and 7 closed out — a net gain of 5 holders — while 23 added to existing stakes and 19 trimmed.

The largest buyer was Legacy Wealth Management (Tennessee), opening a new position worth an estimated $14.2M. The largest seller was Osaic Holdings, cutting an estimated $12M.

  • 57 institutional investors held Hartford Municipal Opportunities ETF (HMOP) as of Q4 2022, up from 53 in Q3 2022.
  • Funds reported $244M of Hartford Municipal Opportunities ETF stock for Q4 2022, up 17% quarter-over-quarter.
  • 12 funds opened new Hartford Municipal Opportunities ETF positions in Q4 2022 and 7 closed out, a net change of +5 holders.
  • The largest Hartford Municipal Opportunities ETF buyer in Q4 2022 was Legacy Wealth Management (Tennessee), an estimated $14.2M added.
  • The largest Hartford Municipal Opportunities ETF seller in Q4 2022 was Osaic Holdings, an estimated $12M sold.

Based on aggregated 13F filings for Q4 2022.