We are live on ! Find out more
HMOP icon

Hartford Municipal Opportunities ETF

86 hedge funds and large institutions have $418M invested in Hartford Municipal Opportunities ETF in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 46 increasing their positions, 20 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 2

130% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 20

11% more capital invested

Capital invested by funds: $377M → $418M (+$41.6M)

10% more funds holding

Funds holding: 7886 (+8)

2.31% more ownership

Funds ownership: 81.36%83.66% (+2.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
86
Holders Change
+8
Holders Change %
+10.26%
% of All Funds
1.13%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
14
Increased
46
Reduced
20
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$60.8M +$7.11M +182,038 +13%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$44.7M +$7.8M +199,816 +21%
Raymond James Financial
3
Raymond James Financial
Florida
$43.6M +$44M +1,126,791 New
Bank of America
4
Bank of America
North Carolina
$23M +$4.15M +106,227 +22%
SPIA
5
Steward Partners Investment Advisory
New York
$21.2M +$804K +20,600 +4%
GA
6
Goldstein Advisors
Wisconsin
$20.1M +$1.79M +45,736 +10%
LWMT
7
Legacy Wealth Management (Tennessee)
Tennessee
$19.4M +$2.38M +60,943 +14%
Focus Partners Wealth
8
Focus Partners Wealth
Massachusetts
$14.1M +$704K +18,039 +5%
WIA
9
World Investment Advisors
California
$13.3M +$324K +8,306 +2%
LC
10
Legacy CG
Texas
$12.1M +$646K +16,558 +6%
LPL Financial
11
LPL Financial
California
$11.4M +$3.37M +86,300 +41%
WAP
12
Wealthcare Advisory Partners
Pennsylvania
$10.1M +$497K +12,737 +5%
EFL
13
ERn Financial LLC
Wisconsin
$8M +$118K +3,028 +1%
MF
14
Montis Financial
Massachusetts
$7.34M +$7.41M +189,747 New
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$5.99M +$505K +12,938 +9%
KAS
16
Kestra Advisory Services
Texas
$5.4M +$403K +10,330 +8%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$5.28M -$151K -3,877 -3%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$5.12M +$987K +25,299 +24%
BWP
19
Bernardo Wealth Planning
Pennsylvania
$5.05M -$577K -14,786 -10%
Mariner
20
Mariner
Kansas
$4.66M +$3.08M +78,996 +190%
CWA
21
Consilio Wealth Advisors
Washington
$4.34M +$247K +6,331 +6%
SC
22
Sepio Capital
Utah
$4.22M +$53K +1,358 +1%
MFG
23
Merit Financial Group
Georgia
$3.39M +$90.2K +2,312 +3%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$3.37M -$1.93M -49,355 -36%
Osaic Holdings
25
Osaic Holdings
Arizona
$3.34M +$1.27M +32,603 +61%

HMOP Hedge Fund Activity: Q4 2024 in Review

86 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Hartford Municipal Opportunities ETF (HMOP) for Q4 2024, worth a combined $418M — up 11% from $377M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new HMOP positions and 2 closed out — a net gain of 12 holders — while 46 added to existing stakes and 20 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $7.8M. The largest seller was Sterling Investment Counsel, cutting an estimated $3.42M.

  • 86 institutional investors held Hartford Municipal Opportunities ETF (HMOP) as of Q4 2024, up from 78 in Q3 2024.
  • Funds reported $418M of Hartford Municipal Opportunities ETF stock for Q4 2024, up 11% quarter-over-quarter.
  • 14 funds opened new Hartford Municipal Opportunities ETF positions in Q4 2024 and 2 closed out, a net change of +12 holders.
  • The largest Hartford Municipal Opportunities ETF buyer in Q4 2024 was Northwestern Mutual Wealth Management, an estimated $7.8M added.
  • The largest Hartford Municipal Opportunities ETF seller in Q4 2024 was Sterling Investment Counsel, an estimated $3.42M sold.

Based on aggregated 13F filings for Q4 2024.