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Hartford Municipal Opportunities ETF

109 hedge funds and large institutions have $530M invested in Hartford Municipal Opportunities ETF in 2025 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 59 increasing their positions, 25 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 25

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

13% more capital invested

Capital invested by funds: $468M → $530M (+$62.3M)

8% more funds holding

Funds holding: 101109 (+8)

1.55% more ownership

Funds ownership: 80.12%81.68% (+1.6%)

Holders
109
Holders Change
+8
Holders Change %
+7.92%
% of All Funds
1.33%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
18
Increased
59
Reduced
25
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWP
26
Bernardo Wealth Planning
Pennsylvania
$5.05M +$202K +5,165 +4%
AFS
27
Anderson Financial Strategies
Ohio
$4.89M +$39.4K +1,006 +0.8%
VCP
28
Verus Capital Partners
Arizona
$4.82M +$347K +8,859 +8%
CWA
29
Consilio Wealth Advisors
Washington
$4.7M +$124K +3,166 +3%
RIG
30
RiverFront Investment Group
Virginia
$4.68M +$812K +20,743 +21%
SG
31
Strid Group
Pennsylvania
$3.59M +$8.77K +224 +0.2%
Mariner
32
Mariner
Kansas
$3.53M +$1.47M +37,622 +71%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$3.42M -$1.62M -41,473 -32%
Osaic Holdings
34
Osaic Holdings
Arizona
$3.4M -$592K -15,115 -15%
RPGK
35
Retirement Planning Group (Kansas)
Kansas
$3.02M +$468K +11,957 +18%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$2.88M -$2.32M -59,184 -45%
WIA
37
World Investment Advisors
California
$2.85M -$71.4K -1,824 -2%
CWA
38
Crux Wealth Advisors
California
$2.67M -$206K -5,267 -7%
MML Investors Services
39
MML Investors Services
Massachusetts
$2.31M +$419K +10,712 +22%
NA
40
NewEdge Advisors
Louisiana
$2.2M +$178K +4,550 +9%
MF
41
Montis Financial
Massachusetts
$2.16M -$1.08M -27,561 -33%
LWMNY
42
Landmark Wealth Management (New York)
New York
$2.13M -$172K -4,397 -7%
CPCP
43
Cedar Point Capital Partners
Iowa
$2.12M -$364K -9,299 -15%
AF
44
Apollon Financial
South Carolina
$2.07M +$98.1K +2,504 +5%
MFG
45
Merit Financial Group
Georgia
$2.07M +$950K +24,249 +85%
GI
46
GAMMA Investing
California
$2.03M +$660K +16,854 +48%
WAG
47
Wiser Advisor Group
Arizona
$1.84M +$7.91K +202 +0.4%
FTS
48
Fifth Third Securities
Ohio
$1.78M +$75.6K +1,931 +4%
TWM
49
Thrive Wealth Management
Pennsylvania
$1.73M +$8.97K +229 +0.5%
Jane Street
50
Jane Street
New York
$1.65M +$1.24M +31,759 +306%

HMOP Hedge Fund Activity: Q4 2025 in Review

109 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Hartford Municipal Opportunities ETF (HMOP) for Q4 2025, worth a combined $530M — up 13% from $468M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new HMOP positions and 9 closed out — a net gain of 9 holders — while 59 added to existing stakes and 25 trimmed.

The largest buyer was Raymond James Financial, adding an estimated $14.6M. The largest seller was Sterling Investment Counsel, exiting entirely with an estimated $6.86M sold.

  • 109 institutional investors held Hartford Municipal Opportunities ETF (HMOP) as of Q4 2025, up from 101 in Q3 2025.
  • Funds reported $530M of Hartford Municipal Opportunities ETF stock for Q4 2025, up 13% quarter-over-quarter.
  • 18 funds opened new Hartford Municipal Opportunities ETF positions in Q4 2025 and 9 closed out, a net change of +9 holders.
  • The largest Hartford Municipal Opportunities ETF buyer in Q4 2025 was Raymond James Financial, an estimated $14.6M added.
  • The largest Hartford Municipal Opportunities ETF seller in Q4 2025 was Sterling Investment Counsel, an estimated $6.86M sold.

Based on aggregated 13F filings for Q4 2025.