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Hartford Municipal Opportunities ETF

86 hedge funds and large institutions have $457M invested in Hartford Municipal Opportunities ETF in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 34 increasing their positions, 35 reducing their positions, and 4 closing their positions.

Holders
86
Holders Change
+6
Holders Change %
+7.5%
% of All Funds
1.15%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
10
Increased
34
Reduced
35
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$57.9M 1,513,178 +275,975 +22%
HighTower Advisors
2
HighTower Advisors
Illinois
$52M 1,358,488 -300,592 -18%
Raymond James Financial
3
Raymond James Financial
Florida
$45.4M 1,186,316 +41,834 +4%
Bank of America
4
Bank of America
North Carolina
$30.3M 790,665 +60,807 +8%
SPIA
5
Steward Partners Investment Advisory
New York
$27.6M 721,130 +18,406 +3%
LPL Financial
6
LPL Financial
California
$20.9M 546,833 +172,193 +46%
GA
7
Goldstein Advisors
Wisconsin
$19.3M 505,155 -32,205 -6%
LWMT
8
Legacy Wealth Management (Tennessee)
Tennessee
$19.2M 501,436 -11,463 -2%
AWM
9
Apollon Wealth Management
South Carolina
$15.8M 413,669 +413,669 New
Focus Partners Wealth
10
Focus Partners Wealth
Massachusetts
$14.2M 369,887 +7,747 +2%
JWWM
11
Johnson & White Wealth Management
Pennsylvania
$8.24M 215,286 +11,425 +6%
EFL
12
ERn Financial LLC
Wisconsin
$7.85M 205,122 -2,613 -1%
WAP
13
Wealthcare Advisory Partners
Pennsylvania
$6.1M 159,290 -108,498 -41%
APP
14
Avantax Planning Partners
Iowa
$6.04M 157,679 +133,904 +563%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$5.73M 149,650 +3,662 +3%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$5.36M 139,916 +39,642 +40%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$5.23M 136,533 -22,840 -14%
Mariner
18
Mariner
Kansas
$4.92M 128,551 -3,863 -3%
BWP
19
Bernardo Wealth Planning
Pennsylvania
$4.64M 121,210 -9,338 -7%
KAS
20
Kestra Advisory Services
Texas
$4.46M 116,443 -39,839 -25%
CWA
21
Consilio Wealth Advisors
Washington
$4.41M 115,349 -7,837 -6%
MF
22
Montis Financial
Massachusetts
$4.22M 110,161 -40,903 -27%
SC
23
Sepio Capital
Utah
$4.18M 109,274 -1,809 -2%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$3.86M 100,724 +28,608 +40%
WIA
25
World Investment Advisors
California
$3.63M 94,893 -39,075 -29%