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Hartford Municipal Opportunities ETF

82 hedge funds and large institutions have $440M invested in Hartford Municipal Opportunities ETF in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 47 increasing their positions, 18 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

161% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 18

5% more capital invested

Capital invested by funds: $418M → $440M (+$21.6M)

2% more ownership

Funds ownership: 83.66%85.66% (+2%)

5% less funds holding

Funds holding: 8682 (-4)

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

Holders
82
Holders Change
-4
Holders Change %
-4.65%
% of All Funds
1.1%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
7
Increased
47
Reduced
18
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$3.86M +$512K +13,223 +15%
MFG
27
Merit Financial Group
Georgia
$3.53M +$154K +3,975 +5%
SG
28
Strid Group
Pennsylvania
$3.39M +$232K +6,002 +7%
NW
29
Naviter Wealth
Arkansas
$3.06M +$649K +16,769 +27%
CWA
30
Crux Wealth Advisors
California
$2.9M -$184K -4,759 -6%
JP Morgan Chase
31
JP Morgan Chase
New York
$2.77M +$504K +13,009 +22%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$2.77M -$18.1K -467 -0.6%
RIG
33
RiverFront Investment Group
Virginia
$2.74M +$294K +7,597 +12%
AAS
34
Avantax Advisory Services
Texas
$2.66M +$28.6K +739 +1%
LWMNY
35
Landmark Wealth Management (New York)
New York
$2.27M +$198K +5,102 +9%
MML Investors Services
36
MML Investors Services
Massachusetts
$2.11M +$159K +4,100 +8%
NA
37
NewEdge Advisors
Louisiana
$2.05M +$937K +24,213 +83%
Jones Financial Companies
38
Jones Financial Companies
Missouri
$1.99M +$432K +11,152 +27%
BFG
39
Bleakley Financial Group
New Jersey
$1.97M -$3.95K -102 -0.2%
CAPTRUST Financial Advisors
40
CAPTRUST Financial Advisors
North Carolina
$1.94M +$23.2K +599 +1%
Jane Street
41
Jane Street
New York
$1.6M +$358K +9,243 +29%
GI
42
GAMMA Investing
California
$1.42M +$689K +17,791 +93%
AWA
43
Amplius Wealth Advisors
Pennsylvania
$1.36M -$34.1K -880 -2%
MFG
44
Magnus Financial Group
New York
$1.26M -$9.02K -233 -0.7%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$1.2M -$241K -6,225 -17%
CWM
46
Cornerstone Wealth Management
Missouri
$1.19M +$265K +6,856 +28%
WIM
47
Westside Investment Management
California
$1.18M
TWM
48
Thrive Wealth Management
Pennsylvania
$994K +$120K +3,110 +14%
CAM
49
Cresset Asset Management
Illinois
$971K +$975K +25,177 New
FTS
50
Fifth Third Securities
Ohio
$965K +$90.8K +2,344 +10%

HMOP Hedge Fund Activity: Q1 2025 in Review

82 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Hartford Municipal Opportunities ETF (HMOP) for Q1 2025, worth a combined $440M — up 5.2% from $418M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of HMOP and 7 opened new positions — a net loss of 3 holders — while 18 trimmed existing stakes and 47 added.

The largest buyer was Johnson & White Wealth Management, opening a new position worth an estimated $7.89M. The largest seller was Legacy CG, exiting entirely with an estimated $12.1M sold.

  • 82 institutional investors held Hartford Municipal Opportunities ETF (HMOP) as of Q1 2025, down from 86 in Q4 2024.
  • Funds reported $440M of Hartford Municipal Opportunities ETF stock for Q1 2025, up 5.2% quarter-over-quarter.
  • 7 funds opened new Hartford Municipal Opportunities ETF positions in Q1 2025 and 10 closed out, a net change of -3 holders.
  • The largest Hartford Municipal Opportunities ETF buyer in Q1 2025 was Johnson & White Wealth Management, an estimated $7.89M added.
  • The largest Hartford Municipal Opportunities ETF seller in Q1 2025 was Legacy CG, an estimated $12.1M sold.

Based on aggregated 13F filings for Q1 2025.