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Hartford Municipal Opportunities ETF

78 hedge funds and large institutions have $377M invested in Hartford Municipal Opportunities ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 37 increasing their positions, 25 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

48% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 25

9% more capital invested

Capital invested by funds: $346M → $377M (+$30.8M)

3% more funds holding

Funds holding: 7678 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.41% less ownership

Funds ownership: 81.77%81.36% (-0.41%)

Holders
78
Holders Change
+2
Holders Change %
+2.63%
% of All Funds
1.12%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
37
Reduced
25
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$54.8M +$5.87M +150,128 +12%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$38.9M -$15.4M -393,194 -28%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$37.7M +$1.98M +50,543 +6%
SPIA
4
Steward Partners Investment Advisory
New York
$20.8M +$1.48M +37,841 +8%
Bank of America
5
Bank of America
North Carolina
$19.3M +$1.33M +33,973 +7%
GA
6
Goldstein Advisors
Wisconsin
$18.7M +$1.08M +27,599 +6%
LWMT
7
Legacy Wealth Management (Tennessee)
Tennessee
$17.4M +$669K +17,106 +4%
Focus Partners Wealth
8
Focus Partners Wealth
Massachusetts
$13.7M +$13.6M +347,123 New
WIA
9
World Investment Advisors
California
$13.3M +$13.2M +336,596 New
LC
10
Legacy CG
Texas
$11.7M -$123K -3,138 -1%
WAP
11
Wealthcare Advisory Partners
Pennsylvania
$9.82M +$4.61M +117,943 +90%
LPL Financial
12
LPL Financial
California
$8.22M -$747K -19,116 -8%
EFL
13
ERn Financial LLC
Wisconsin
$8.03M -$31.6K -807 -0.4%
BWP
14
Bernardo Wealth Planning
Pennsylvania
$5.74M -$143K -3,667 -2%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$5.59M +$493K +12,597 +10%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$5.53M +$210K +5,362 +4%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$5.37M +$372K +9,519 +8%
KAS
18
Kestra Advisory Services
Texas
$5.1M +$727K +18,592 +17%
SIC
19
Sterling Investment Counsel
New York
$4.89M +$264K +6,744 +6%
SC
20
Sepio Capital
Utah
$4.25M -$27.1K -692 -0.6%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$4.22M +$590K +15,102 +16%
CWA
22
Consilio Wealth Advisors
Washington
$4.18M +$182K +4,665 +5%
FPIS
23
Financial Planning & Information Services
Wisconsin
$3.65M -$313K -7,999 -8%
MFG
24
Merit Financial Group
Georgia
$3.37M +$3.34M +85,437 New
SG
25
Strid Group
Pennsylvania
$3.2M +$211K +5,408 +7%

HMOP Hedge Fund Activity: Q3 2024 in Review

78 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Hartford Municipal Opportunities ETF (HMOP) for Q3 2024, worth a combined $377M — up 8.9% from $346M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new HMOP positions and 4 closed out — a net gain of 4 holders — while 37 added to existing stakes and 25 trimmed.

The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $13.6M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $15.4M.

  • 78 institutional investors held Hartford Municipal Opportunities ETF (HMOP) as of Q3 2024, up from 76 in Q2 2024.
  • Funds reported $377M of Hartford Municipal Opportunities ETF stock for Q3 2024, up 8.9% quarter-over-quarter.
  • 8 funds opened new Hartford Municipal Opportunities ETF positions in Q3 2024 and 4 closed out, a net change of +4 holders.
  • The largest Hartford Municipal Opportunities ETF buyer in Q3 2024 was Focus Partners Wealth, an estimated $13.6M added.
  • The largest Hartford Municipal Opportunities ETF seller in Q3 2024 was Raymond James Financial Services Advisors, an estimated $15.4M sold.

Based on aggregated 13F filings for Q3 2024.