We are live on ! Find out more
HMOP icon

Hartford Municipal Opportunities ETF

69 hedge funds and large institutions have $334M invested in Hartford Municipal Opportunities ETF in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 34 increasing their positions, 21 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

62% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 21

2% more capital invested

Capital invested by funds: $329M → $334M (+$5.14M)

0.44% more ownership

Funds ownership: 82.81%83.24% (+0.44%)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

3% less funds holding

Funds holding: 7169 (-2)

Holders
69
Holders Change
-2
Holders Change %
-2.82%
% of All Funds
0.99%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
5
Increased
34
Reduced
21
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
$50.9M -$14.9M -384,639 -23%
HighTower Advisors
2
HighTower Advisors
Illinois
$43.8M +$5.93M +152,857 +16%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$33.6M +$5.75M +148,149 +21%
SPIA
4
Steward Partners Investment Advisory
New York
$18.7M +$17M +436,695 +998%
Bank of America
5
Bank of America
North Carolina
$17M -$764K -19,691 -4%
LWMT
6
Legacy Wealth Management (Tennessee)
Tennessee
$16.4M +$307K +7,899 +2%
GA
7
Goldstein Advisors
Wisconsin
$16.2M +$874K +22,501 +6%
GC
8
Gratus Capital
Georgia
$12.3M +$565K +14,553 +5%
LC
9
Legacy CG
Texas
$11M -$2.09M -53,840 -16%
AAS
10
Avantax Advisory Services
Texas
$8.97M -$9.34M -240,575 -51%
LPL Financial
11
LPL Financial
California
$7.88M -$4.18M -107,550 -35%
EFL
12
ERn Financial LLC
Wisconsin
$7.72M -$73.7K -1,898 -0.9%
BWP
13
Bernardo Wealth Planning
Pennsylvania
$5.84M +$38.6K +993 +0.7%
WAP
14
Wealthcare Advisory Partners
Pennsylvania
$5.6M +$522K +13,441 +10%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$5.34M -$130K -3,336 -2%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$4.43M +$2.33M +60,027 +111%
FPIS
17
Financial Planning & Information Services
Wisconsin
$4.33M -$106K -2,725 -2%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$4.08M +$394K +10,157 +11%
SIC
19
Sterling Investment Counsel
New York
$3.86M +$119K +3,069 +3%
CWA
20
Consilio Wealth Advisors
Washington
$3.84M +$9.47K +244 +0.2%
SC
21
Sepio Capital
Utah
$3.48M -$1.63M -42,061 -32%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$3.12M +$1.13M +29,128 +57%
SG
23
Strid Group
Pennsylvania
$2.91M +$228K +5,862 +8%
Jane Street
24
Jane Street
New York
$2.77M +$2.55M +65,794 +1,172%
MML Investors Services
25
MML Investors Services
Massachusetts
$2.54M +$381K +9,824 +18%

HMOP Hedge Fund Activity: Q1 2024 in Review

69 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Hartford Municipal Opportunities ETF (HMOP) for Q1 2024, worth a combined $334M — up 1.6% from $329M a quarter earlier.

Fund positioning in HMOP was balanced in Q1 2024: 5 funds opened new positions, 5 closed out, 34 added to existing stakes and 21 trimmed.

The largest buyer was Steward Partners Investment Advisory, adding an estimated $17M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $14.9M.

  • 69 institutional investors held Hartford Municipal Opportunities ETF (HMOP) as of Q1 2024, down from 71 in Q4 2023.
  • Funds reported $334M of Hartford Municipal Opportunities ETF stock for Q1 2024, up 1.6% quarter-over-quarter.
  • 5 funds opened new Hartford Municipal Opportunities ETF positions in Q1 2024 and 5 closed out, a net change of 0 holders.
  • The largest Hartford Municipal Opportunities ETF buyer in Q1 2024 was Steward Partners Investment Advisory, an estimated $17M added.
  • The largest Hartford Municipal Opportunities ETF seller in Q1 2024 was Raymond James Financial Services Advisors, an estimated $14.9M sold.

Based on aggregated 13F filings for Q1 2024.