Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Hartford Fds Exchange Traded (HMOP)

119 + Investors. Track Smart Money conviction in HMOP. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +10
Streak
4Q ▲
Buyers last Q
69%

Smart Money Signals — HMOP

Based on 120 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added HMOP than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
120 hedge funds hold HMOP right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +52% more funds vs a year ago

fund count last 6Q
+41 new funds entered over the past year (+52% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 69% buying

81 buying37 selling
Last quarter: 81 funds were net buyers (15 opened a brand new position + 66 added to an existing one). Only 37 were sellers (32 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-7 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 10 → 20 → 22 → 15. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

42% of holders stayed for 2+ years

■ 42% conviction (2yr+) ■ 25% medium ■ 32% new
51 out of 120 hedge funds have held HMOP for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

6 → 10 → 20 → 22 → 15 new funds/Q
New funds entering each quarter: 10 → 20 → 22 → 15. A growing number of institutions are discovering HMOP each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 45% veterans vs 40% newcomers

■ 45% veterans ■ 15% 1-2yr ■ 40% new
Entry-cohort mix of 120 holders: 54 (45%) are 2+ year veterans, 18 entered 1–2 years ago, and 48 (40%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 30% AUM from major funds

30% from top-100 AUM funds
12 of 119 holders rank in the top 100 by AUM, accounting for 30% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.5
out of 10
Moderate Exit Risk
Exit risk score 4.5/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — HMOP

In 2026 Q1, 81 hedge funds were net buyers of HMOP (15 opened a new position, 66 added to an existing one), while 37 reduced or exited (32 trimmed, 5 sold completely) — a 69% buyer ratio, indicating clear institutional accumulation. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 30% of total institutional value in HMOP is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +10 funds (more new holders than closures). Total institutional holders: 120.

Hedge Fund Ownership: HMOP

How many hedge funds hold HMOP — quarterly history vs. share price
Quarterly hedge fund ownership of HMOP vs. share price

Market Analysis: HMOP

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: HMOP

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Hartford Fds Exchange Traded (HMOP) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much HMOP has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 78d ago
HMOP
+0.9%
SPY
+15.9%

HMOP outperformed SPY by -15.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
HMOP
+0.9%
SPY
+2.0%

Since the filing became public, HMOP outperformed SPY by -1.1% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 6 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
3.4
/ 10
conviction
Hedge Fund Positioning: HMOP
119 + Investors

Track Smart Money conviction in HMOP. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 119 110 8.18%
13F Shares 15M 12M 20.74%
Total Value $582M $478M 21.74%
New Positions 15 22 -7
Increased Positions 65 56 +9
Closed Positions 6 10 -4
Reduced Positions 32 25 +7
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: HMOP

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Financial Highlights

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Institutional Holders (2026 Q1)

119 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in HMOP. Verified SEC 13F-HR filings.

QUARTER:
Top 25 HMOP holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Integrated Wealthcare, LLC 8.14% 251,068 $9.7M
2 Johnson & White Wealth Management, LLC 5.07% 309,212 $12.0M
3 GGM Financial LLC 3.82% 214,262 $8.3M
4 Blue Water Asset Management 3.00% 223,764 $8.7M
5 LeClair Wealth Partners LLC 3.00% 223,764 $8.7M
6 Anderson Financial Strategies, LLC 2.79% 129,988 $5.1M
7 Henderson Brothers Financial Partners, LLC 2.39% 243,873 $9.4M
8 Goldstein Advisors, LLC 2.25% 523,488 $20.3M
9 Wiser Advisor Group LLC 2.12% 45,224 $1.8M
10 ERn Financial, LLC 1.52% 208,727 $8.1M
11 Legacy Wealth Management, LLC 1.36% 603,467 $23.4M
12 Consilio Wealth Advisors, LLC 1.33% 117,563 $4.6M
13 Bernardo Wealth Planning LLC 1.03% 135,273 $5.2M
14 Uniting Wealth Partners, LLC 1.01% 121,769 $4.7M
15 Crux Wealth Advisors 0.92% 61,843 $2.4M
16 Per Stirling Capital Management, LLC. 0.80% 187,631 $7.3M
17 Landmark Wealth Management, LLC 0.67% 64,796 $2.5M
18 Fragasso Financial Advisors Inc 0.66% 280,640 $10.9M
19 Sepio Capital, LP 0.56% 266,503 $10.3M
20 Strid Group, LLC 0.51% 105,245 $4.1M
21 Montis Financial, LLC 0.41% 51,742 $2.0M
22 Verus Capital Partners, LLC 0.38% 142,450 $5.5M
23 Stonehearth Capital Management, LLC 0.37% 24,326 $942K
24 Apollon Financial, LLC 0.37% 68,767 $2.7M
25 Richard P Slaughter Associates Inc 0.32% 38,656 $1.5M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Hartford Fds Exchange Traded (HMOP)

What does the Smart Money Trend signal show for HMOP?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added HMOP than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for HMOP?

More buyers than sellers — 69% buying: Last quarter: 81 funds were net buyers (15 opened a brand new position + 66 added to an existing one). Only 37 were sellers (32 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for HMOP holders?

Strong quality — 30% AUM from major funds: 12 of 119 holders rank in the top 100 by AUM, accounting for 30% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held HMOP?

42% of holders stayed for 2+ years: 51 out of 120 hedge funds have held HMOP for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Hartford Fds Exchange Traded (HMOP) following the 2026 Q1 hedge fund 13F filings?

As of today, HMOP has moved +0.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of -1.1%. Since the quarter end (March 31, 2026), HMOP has gained +0.9% vs +15.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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