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Hartford Municipal Opportunities ETF

76 hedge funds and large institutions have $346M invested in Hartford Municipal Opportunities ETF in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 39 increasing their positions, 18 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

117% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 18

10% more funds holding

Funds holding: 6976 (+7)

4% more capital invested

Capital invested by funds: $334M → $346M (+$11.8M)

1.48% less ownership

Funds ownership: 83.24%81.77% (-1.5%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
76
Holders Change
+7
Holders Change %
+10.14%
% of All Funds
1.1%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
11
Increased
39
Reduced
18
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
1
Raymond James Financial Services Advisors
Florida
$53.5M +$2.72M +70,522 +5%
HighTower Advisors
2
HighTower Advisors
Illinois
$48M +$4.38M +113,549 +10%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$35M +$1.55M +40,268 +5%
SPIA
4
Steward Partners Investment Advisory
New York
$18.9M +$334K +8,643 +2%
Bank of America
5
Bank of America
North Carolina
$17.6M +$659K +17,070 +4%
GA
6
Goldstein Advisors
Wisconsin
$17.3M +$1.09M +28,152 +7%
LWMT
7
Legacy Wealth Management (Tennessee)
Tennessee
$16.4M +$965 +25 +0%
GC
8
Gratus Capital
Georgia
$13M +$695K +18,019 +6%
LC
9
Legacy CG
Texas
$11.6M +$596K +15,441 +5%
LPL Financial
10
LPL Financial
California
$8.82M +$958K +24,833 +12%
EFL
11
ERn Financial LLC
Wisconsin
$7.92M +$232K +6,000 +3%
BWP
12
Bernardo Wealth Planning
Pennsylvania
$5.8M -$22.2K -575 -0.4%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$5.22M -$93.1K -2,413 -2%
WAP
14
Wealthcare Advisory Partners
Pennsylvania
$5.09M -$494K -12,804 -9%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$5M +$936K +24,243 +23%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$4.91M +$493K +12,764 +11%
SIC
17
Sterling Investment Counsel
New York
$4.54M +$692K +17,922 +18%
KAS
18
Kestra Advisory Services
Texas
$4.29M +$4.28M +110,849 New
SC
19
Sepio Capital
Utah
$4.2M +$733K +18,983 +21%
CWA
20
Consilio Wealth Advisors
Washington
$3.92M +$96.9K +2,510 +3%
FPIS
21
Financial Planning & Information Services
Wisconsin
$3.89M -$417K -10,791 -10%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$3.56M +$460K +11,914 +15%
AAS
23
Avantax Advisory Services
Texas
$3.44M -$5.48M -142,101 -62%
SG
24
Strid Group
Pennsylvania
$2.94M +$37.2K +965 +1%
MML Investors Services
25
MML Investors Services
Massachusetts
$2.48M -$50.9K -1,320 -2%

HMOP Hedge Fund Activity: Q2 2024 in Review

76 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Hartford Municipal Opportunities ETF (HMOP) for Q2 2024, worth a combined $346M — up 3.5% from $334M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new HMOP positions and 3 closed out — a net gain of 8 holders — while 39 added to existing stakes and 18 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $4.38M. The largest seller was Avantax Advisory Services, cutting an estimated $5.48M.

  • 76 institutional investors held Hartford Municipal Opportunities ETF (HMOP) as of Q2 2024, up from 69 in Q1 2024.
  • Funds reported $346M of Hartford Municipal Opportunities ETF stock for Q2 2024, up 3.5% quarter-over-quarter.
  • 11 funds opened new Hartford Municipal Opportunities ETF positions in Q2 2024 and 3 closed out, a net change of +8 holders.
  • The largest Hartford Municipal Opportunities ETF buyer in Q2 2024 was HighTower Advisors, an estimated $4.38M added.
  • The largest Hartford Municipal Opportunities ETF seller in Q2 2024 was Avantax Advisory Services, an estimated $5.48M sold.

Based on aggregated 13F filings for Q2 2024.