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Hartford Municipal Opportunities ETF
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Overview Fund Activity

78 hedge funds and large institutions have $377M invested in Hartford Municipal Opportunities ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 37 increasing their positions, 25 reducing their positions, and 4 closing their positions.

Holders
78
Holders Change
+2
Holders Change %
+2.63%
% of All Funds
1.13%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
8
Increased
37
Reduced
25
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$13.7M
2
WIA
2
World Investment Advisors
California
$13.3M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$54.8M
4
WAP
4
Wealthcare Advisory Partners
Pennsylvania
$9.82M
5
MFG
5
Merit Financial Group
Georgia
$3.37M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$38.9M
2
AAS
2
Avantax Advisory Services
Texas
$2.75M
3
LPL Financial
3
LPL Financial
California
$8.22M
4
SW
4
Simplicity Wealth
New Jersey
$0
5
WMA
5
West Michigan Advisors
Michigan
$389K
Name Market Value Shares Shares
Change 		Shares
Change %
FTS
51
Fifth Third Securities
Ohio
$578K 14,665 -230 -2%
TWM
52
Thrive Wealth Management
Pennsylvania
$562K 14,267 -694 -5%
CAL
53
Capital Analysts LLC
Pennsylvania
$544K 13,814 +13 +0.1%
BFG
54
Bleakley Financial Group
New Jersey
$521K 13,236 +1,465 +12%
SCM
55
Stonehearth Capital Management
Massachusetts
$470K 11,941 +1,721 +17%
VC
56
Vicus Capital
Pennsylvania
$464K 11,772 +245 +2%
PAG
57
Private Advisor Group
New Jersey
$448K 11,380 +3,605 +46%
AAG
58
Armstrong Advisory Group
Massachusetts
$414K 10,500 – –
MWP
59
Madison Wealth Partners
Wisconsin
$396K 10,043 -2,848 -22%
WMA
60
West Michigan Advisors
Michigan
$389K 9,844 -11,478 -54%
RJT
61
Raymond James Trust
Florida
$379K 9,630 – –
SPC
62
Sigma Planning Corp
Michigan
$374K 9,495 +68 +0.7%
Comerica Bank
63
Comerica Bank
Texas
$357K 9,052 +159 +2%
Jane Street
64
Jane Street
New York
$351K 8,900 +8,900 New
AWM
65
Axxcess Wealth Management
California
$345K 8,757 -2,854 -25%
Truist Financial
66
Truist Financial
North Carolina
$333K 8,443 – –
CAAS
67
Capital Asset Advisory Services
Michigan
$323K 8,255 -1,595 -16%
Prudential Financial
68
Prudential Financial
New Jersey
$272K 6,911 -714 -9%
FPAS
69
Focus Partners Advisor Solutions
Missouri
$254K 6,443 +6,443 New
HIF
70
Hill Island Financial
Michigan
$232K 5,876 -499 -8%
HWM
71
HB Wealth Management
Georgia
$226K 5,736 +5,736 New
FLPIM
72
F.L. Putnam Investment Management
Massachusetts
$221K 5,601 – –
HI
73
Harbour Investments
Wisconsin
$185K 4,692 +1,817 +63%
JPMorgan Chase & Co
74
JPMorgan Chase & Co
New York
$78.1K 1,983 – –
PGAM
75
Princeton Global Asset Management
New Jersey
$24.1K 612 +612 New
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