We are live on ! Find out more
HMOP icon

Hartford Municipal Opportunities ETF

59 hedge funds and large institutions have $260M invested in Hartford Municipal Opportunities ETF in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 32 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 19

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

6% more capital invested

Capital invested by funds: $244M → $260M (+$15.3M)

4% more funds holding

Funds holding: 5759 (+2)

0.42% more ownership

Funds ownership: 76.08%76.5% (+0.42%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
59
Holders Change
+2
Holders Change %
+3.51%
% of All Funds
0.94%
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
32
Reduced
19
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
$52.1M +$1.6M +41,971 +3%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$22.6M +$925K +24,264 +4%
AAS
3
Avantax Advisory Services
Texas
$19.1M +$173K +4,528 +0.9%
Bank of America
4
Bank of America
North Carolina
$19.1M +$5.78M +151,708 +44%
LWMT
5
Legacy Wealth Management (Tennessee)
Tennessee
$15.4M +$779K +20,454 +5%
LPL Financial
6
LPL Financial
California
$14.2M -$731K -19,180 -5%
LC
7
Legacy CG
Texas
$13.9M +$1.06M +27,755 +8%
GA
8
Goldstein Advisors
Wisconsin
$13.4M +$574K +15,056 +4%
GC
9
Gratus Capital
Georgia
$10.6M +$563K +14,783 +6%
EFL
10
ERn Financial LLC
Wisconsin
$7.99M -$65.3K -1,714 -0.8%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$5.95M +$233K +6,105 +4%
RJA
12
Raymond James & Associates
Florida
$4.97M +$191K +5,010 +4%
CWA
13
Consilio Wealth Advisors
Washington
$4.82M +$305K +7,994 +7%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$3.94M +$253K +6,636 +7%
WJA
15
Willis Johnson & Associates
Texas
$3.89M +$12.2K +320 +0.3%
AWA
16
Amplius Wealth Advisors
Pennsylvania
$3.88M +$22.3K +585 +0.6%
MWP
17
Madison Wealth Partners
Wisconsin
$3.65M -$1.07M -28,102 -23%
FPIS
18
Financial Planning & Information Services
Wisconsin
$2.83M +$904K +23,716 +47%
SG
19
Strid Group
Pennsylvania
$2.71M +$199K +5,220 +8%
SC
20
Sepio Capital
Utah
$2.62M +$445K +11,676 +20%
WAP
21
Wealthcare Advisory Partners
Pennsylvania
$2.31M +$470K +12,324 +26%
Mariner
22
Mariner
Kansas
$2.18M -$235K -6,154 -10%
BWP
23
Bernardo Wealth Planning
Pennsylvania
$2.08M +$54.9K +1,440 +3%
KIG
24
Kowal Investment Group
Wisconsin
$2.08M +$1.66M +43,490 +397%
QA
25
Quantitative Advantage
Minnesota
$1.74M +$435K +11,408 +34%

HMOP Hedge Fund Activity: Q1 2023 in Review

59 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Hartford Municipal Opportunities ETF (HMOP) for Q1 2023, worth a combined $260M — up 6.3% from $244M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new HMOP positions and 4 closed out — a net gain of 2 holders — while 32 added to existing stakes and 19 trimmed.

The largest buyer was Bank of America, adding an estimated $5.78M. The largest seller was Madison Wealth Partners, cutting an estimated $1.07M.

  • 59 institutional investors held Hartford Municipal Opportunities ETF (HMOP) as of Q1 2023, up from 57 in Q4 2022.
  • Funds reported $260M of Hartford Municipal Opportunities ETF stock for Q1 2023, up 6.3% quarter-over-quarter.
  • 6 funds opened new Hartford Municipal Opportunities ETF positions in Q1 2023 and 4 closed out, a net change of +2 holders.
  • The largest Hartford Municipal Opportunities ETF buyer in Q1 2023 was Bank of America, an estimated $5.78M added.
  • The largest Hartford Municipal Opportunities ETF seller in Q1 2023 was Madison Wealth Partners, an estimated $1.07M sold.

Based on aggregated 13F filings for Q1 2023.