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Hartford Municipal Opportunities ETF
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Overview Fund Activity

71 hedge funds and large institutions have $329M invested in Hartford Municipal Opportunities ETF in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 30 increasing their positions, 26 reducing their positions, and 4 closing their positions.

Holders
71
Holders Change
+4
Holders Change %
+5.97%
% of All Funds
1.04%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
8
Increased
30
Reduced
26
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$66M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$37.9M
3
BWP
3
Bernardo Wealth Planning
Pennsylvania
$5.82M
4
WAP
4
Wealthcare Advisory Partners
Pennsylvania
$5.09M
5
LPL Financial
5
LPL Financial
California
$12.1M

Top Sellers

1
WJA
1
Willis Johnson & Associates
Texas
$0
2
Jane Street
2
Jane Street
New York
$219K
3
LC
3
Legacy CG
Texas
$13.1M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$2.31M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$3.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$1.99M 51,082 +15,385 +43%
LWMNY
27
Landmark Wealth Management (New York)
New York
$1.9M 48,654 +12,940 +36%
RJA
28
Raymond James & Associates
Florida
$1.85M 47,607 +10,621 +29%
CAPTRUST Financial Advisors
29
CAPTRUST Financial Advisors
North Carolina
$1.84M 47,165 -8,658 -16%
SPIA
30
Steward Partners Investment Advisory
New York
$1.7M 43,750 -12,729 -23%
CVA
31
Central Valley Advisors
California
$1.66M 42,580 +42,580 New
CAN
32
Cetera Advisor Networks
California
$1.64M 42,191 +1,291 +3%
APP
33
Avantax Planning Partners
Iowa
$1.3M 33,278 +7,178 +28%
MFG
34
Magnus Financial Group
New York
$1.2M 30,939 -207 -0.7%
Osaic Holdings
35
Osaic Holdings
Arizona
$1.13M 29,071 -3,314 -10%
PPP
36
Private Portfolio Partners
New Jersey
$1.08M 27,692 +3,268 +13%
SFM
37
Signet Financial Management
New Jersey
$1.07M 27,536 +11,337 +70%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$914K 23,475 +23,475 New
TWM
39
Thrive Wealth Management
Pennsylvania
$844K 21,676 +886 +4%
WIM
40
Westside Investment Management
California
$750K 19,250 +810 +4%
MWP
41
Madison Wealth Partners
Wisconsin
$732K 18,805 -4,057 -18%
SCM
42
Stonehearth Capital Management
Massachusetts
$660K 16,937 +67 +0.4%
EWP
43
Engrave Wealth Partners
Texas
$639K 16,413 +1,166 +8%
CAL
44
Capital Analysts LLC
Pennsylvania
$550K 14,116 +13 +0.1%
AWM
45
Axxcess Wealth Management
California
$539K 13,831 -5,777 -29%
CAAS
46
Capital Asset Advisory Services
Michigan
$539K 13,831 -5,067 -27%
DADC
47
D.A. Davidson & Co
Montana
$490K 12,587 -2,672 -18%
HIF
48
Hill Island Financial
Michigan
$456K 11,701 -1,825 -13%
VC
49
Vicus Capital
Pennsylvania
$410K 10,523 +38 +0.4%
AAG
50
Armstrong Advisory Group
Massachusetts
$409K 10,500 -4,700 -31%
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