Hartford Municipal Opportunities ETF
HMOP
71 hedge funds and large institutions have $329M invested in Hartford Municipal Opportunities ETF in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 30 increasing their positions, 26 reducing their positions, and 4 closing their positions.
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
15% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 26
6% more funds holding
Funds holding: 67 → 71 (+4)
1.64% less ownership
Funds ownership: 84.45% → 82.81% (-1.6%)
11% less capital inflows, than outflows
Capital inflows: $23.9M | Capital outflows: $26.9M
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$6.53M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$2.58M |
| 3 |
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
+$2.58M |
| 4 |
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
+$1.84M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Willis Johnson & Associates
Houston,
Texas
|
-$4.83M |
| 2 |
Jane Street
New York
|
-$4.47M |
| 3 |
Legacy CG
Plano,
Texas
|
-$3.84M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$2.21M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.85M |
HMOP Hedge Fund Activity: Q4 2023 in Review
71 of the 6,877 institutional investors tracked by Wall St. Rank reported a position in Hartford Municipal Opportunities ETF (HMOP) for Q4 2023, worth a combined $329M — up 4.8% from $314M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new HMOP positions and 4 closed out — a net gain of 4 holders — while 30 added to existing stakes and 26 trimmed.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $6.53M. The largest seller was Willis Johnson & Associates, exiting entirely with an estimated $4.83M sold.
- 71 institutional investors held Hartford Municipal Opportunities ETF (HMOP) as of Q4 2023, up from 67 in Q3 2023.
- Funds reported $329M of Hartford Municipal Opportunities ETF stock for Q4 2023, up 4.8% quarter-over-quarter.
- 8 funds opened new Hartford Municipal Opportunities ETF positions in Q4 2023 and 4 closed out, a net change of +4 holders.
- The largest Hartford Municipal Opportunities ETF buyer in Q4 2023 was Raymond James Financial Services Advisors, an estimated $6.53M added.
- The largest Hartford Municipal Opportunities ETF seller in Q4 2023 was Willis Johnson & Associates, an estimated $4.83M sold.
Based on aggregated 13F filings for Q4 2023.