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Hartford Municipal Opportunities ETF

62 hedge funds and large institutions have $312M invested in Hartford Municipal Opportunities ETF in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 32 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

78% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 18

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

20% more capital invested

Capital invested by funds: $260M → $312M (+$52.6M)

8.56% more ownership

Funds ownership: 76.5%85.06% (+8.6%)

5% more funds holding

Funds holding: 5962 (+3)

Holders
62
Holders Change
+3
Holders Change %
+5.08%
% of All Funds
0.97%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
8
Increased
32
Reduced
18
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
$56.5M +$4.67M +122,601 +9%
HighTower Advisors
2
HighTower Advisors
Illinois
$30.7M +$30.7M +805,862 New
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$25.5M +$2.92M +76,556 +13%
Bank of America
4
Bank of America
North Carolina
$19.1M +$98.3K +2,578 +0.5%
AAS
5
Avantax Advisory Services
Texas
$18.3M -$699K -18,339 -4%
LWMT
6
Legacy Wealth Management (Tennessee)
Tennessee
$15.3M -$36.9K -967 -0.2%
LC
7
Legacy CG
Texas
$14.8M +$1.01M +26,523 +7%
GA
8
Goldstein Advisors
Wisconsin
$14.3M +$914K +23,982 +7%
LPL Financial
9
LPL Financial
California
$12.6M -$1.55M -40,532 -11%
GC
10
Gratus Capital
Georgia
$11M +$503K +13,204 +5%
EFL
11
ERn Financial LLC
Wisconsin
$7.96M +$3.13K +82 +0%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$6.52M +$233K +6,118 +4%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$5.44M -$484K -12,693 -8%
CWA
14
Consilio Wealth Advisors
Washington
$4.82M +$13.1K +343 +0.3%
AWA
15
Amplius Wealth Advisors
Pennsylvania
$4.62M +$762K +19,980 +20%
SC
16
Sepio Capital
Utah
$4.54M +$1.93M +50,640 +74%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$4.19M +$272K +7,126 +7%
WJA
18
Willis Johnson & Associates
Texas
$4.03M +$163K +4,265 +4%
SIC
19
Sterling Investment Counsel
New York
$3.5M +$3.51M +92,090 New
Jane Street
20
Jane Street
New York
$3.42M +$2.29M +59,970 +200%
WAP
21
Wealthcare Advisory Partners
Pennsylvania
$3.19M +$886K +23,237 +38%
FPIS
22
Financial Planning & Information Services
Wisconsin
$2.96M +$142K +3,731 +5%
SG
23
Strid Group
Pennsylvania
$2.66M -$31.1K -817 -1%
BWP
24
Bernardo Wealth Planning
Pennsylvania
$2.55M +$482K +12,641 +23%
MWP
25
Madison Wealth Partners
Wisconsin
$2.37M -$1.26M -33,173 -35%

HMOP Hedge Fund Activity: Q2 2023 in Review

62 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Hartford Municipal Opportunities ETF (HMOP) for Q2 2023, worth a combined $312M — up 20% from $260M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new HMOP positions and 4 closed out — a net gain of 4 holders — while 32 added to existing stakes and 18 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $30.7M. The largest seller was Raymond James & Associates, cutting an estimated $3.48M.

  • 62 institutional investors held Hartford Municipal Opportunities ETF (HMOP) as of Q2 2023, up from 59 in Q1 2023.
  • Funds reported $312M of Hartford Municipal Opportunities ETF stock for Q2 2023, up 20% quarter-over-quarter.
  • 8 funds opened new Hartford Municipal Opportunities ETF positions in Q2 2023 and 4 closed out, a net change of +4 holders.
  • The largest Hartford Municipal Opportunities ETF buyer in Q2 2023 was HighTower Advisors, an estimated $30.7M added.
  • The largest Hartford Municipal Opportunities ETF seller in Q2 2023 was Raymond James & Associates, an estimated $3.48M sold.

Based on aggregated 13F filings for Q2 2023.