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Hartford Municipal Opportunities ETF

67 hedge funds and large institutions have $314M invested in Hartford Municipal Opportunities ETF in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 24 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

17% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 24

8% more funds holding

Funds holding: 6267 (+5)

1% more capital invested

Capital invested by funds: $312M → $314M (+$1.66M)

0.61% less ownership

Funds ownership: 85.06%84.45% (-0.61%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
67
Holders Change
+5
Holders Change %
+8.06%
% of All Funds
1.06%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
10
Increased
28
Reduced
24
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
1
Raymond James Financial Services Advisors
Florida
$56M +$1.34M +35,372 +2%
HighTower Advisors
2
HighTower Advisors
Illinois
$33.3M +$3.75M +99,265 +12%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$28.1M +$3.55M +94,126 +14%
AAS
4
Avantax Advisory Services
Texas
$18.1M +$367K +9,734 +2%
Bank of America
5
Bank of America
North Carolina
$17.7M -$784K -20,771 -4%
LC
6
Legacy CG
Texas
$16.2M +$1.9M +50,451 +13%
LWMT
7
Legacy Wealth Management (Tennessee)
Tennessee
$15M +$178K +4,710 +1%
GA
8
Goldstein Advisors
Wisconsin
$14.6M +$859K +22,748 +6%
GC
9
Gratus Capital
Georgia
$10.7M +$28K +742 +0.3%
LPL Financial
10
LPL Financial
California
$10.2M -$2.02M -53,623 -16%
EFL
11
ERn Financial LLC
Wisconsin
$7.69M -$17K -450 -0.2%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$5.32M -$1.02M -27,058 -16%
AWA
13
Amplius Wealth Advisors
Pennsylvania
$5.31M +$866K +22,932 +19%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$5.26M -$6.38K -169 -0.1%
WJA
15
Willis Johnson & Associates
Texas
$4.83M +$946K +25,071 +24%
Jane Street
16
Jane Street
New York
$4.6M +$1.32M +34,985 +39%
CWA
17
Consilio Wealth Advisors
Washington
$4.59M -$36.1K -955 -0.8%
SC
18
Sepio Capital
Utah
$4.56M +$167K +4,432 +4%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$4.35M +$304K +8,045 +7%
SIC
20
Sterling Investment Counsel
New York
$3.59M +$210K +5,559 +6%
WAP
21
Wealthcare Advisory Partners
Pennsylvania
$3.01M -$77.3K -2,048 -2%
FPIS
22
Financial Planning & Information Services
Wisconsin
$3M +$138K +3,657 +5%
BWP
23
Bernardo Wealth Planning
Pennsylvania
$2.97M +$508K +13,452 +20%
SG
24
Strid Group
Pennsylvania
$2.69M +$117K +3,098 +4%
SPIA
25
Steward Partners Investment Advisory
New York
$2.08M +$352K +9,324 +20%

HMOP Hedge Fund Activity: Q3 2023 in Review

67 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Hartford Municipal Opportunities ETF (HMOP) for Q3 2023, worth a combined $314M — up 0.53% from $312M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new HMOP positions and 5 closed out — a net gain of 5 holders — while 28 added to existing stakes and 24 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $3.75M. The largest seller was LPL Financial, cutting an estimated $2.02M.

  • 67 institutional investors held Hartford Municipal Opportunities ETF (HMOP) as of Q3 2023, up from 62 in Q2 2023.
  • Funds reported $314M of Hartford Municipal Opportunities ETF stock for Q3 2023, up 0.53% quarter-over-quarter.
  • 10 funds opened new Hartford Municipal Opportunities ETF positions in Q3 2023 and 5 closed out, a net change of +5 holders.
  • The largest Hartford Municipal Opportunities ETF buyer in Q3 2023 was HighTower Advisors, an estimated $3.75M added.
  • The largest Hartford Municipal Opportunities ETF seller in Q3 2023 was LPL Financial, an estimated $2.02M sold.

Based on aggregated 13F filings for Q3 2023.