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Hartford Municipal Opportunities ETF

59 hedge funds and large institutions have $260M invested in Hartford Municipal Opportunities ETF in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 32 increasing their positions, 19 reducing their positions, and 4 closing their positions.

Holders
59
Holders Change
+2
Holders Change %
+3.51%
% of All Funds
0.94%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
6
Increased
32
Reduced
19
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
RJFSA
1
Raymond James Financial Services Advisors
Florida
$52.1M 1,363,198 +41,971 +3%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$22.6M 592,769 +24,264 +4%
AAS
3
Avantax Advisory Services
Texas
$19.1M 500,435 +4,528 +0.9%
Bank of America
4
Bank of America
North Carolina
$19.1M 499,018 +151,708 +44%
LWMT
5
Legacy Wealth Management (Tennessee)
Tennessee
$15.4M 404,133 +20,454 +5%
LPL Financial
6
LPL Financial
California
$14.2M 371,014 -19,180 -5%
LC
7
Legacy CG
Texas
$13.9M 362,853 +27,755 +8%
GA
8
Goldstein Advisors
Wisconsin
$13.4M 350,863 +15,056 +4%
GC
9
Gratus Capital
Georgia
$10.6M 276,843 +14,783 +6%
EFL
10
ERn Financial LLC
Wisconsin
$7.99M 209,181 -1,714 -0.8%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$5.95M 155,677 +6,105 +4%
RJA
12
Raymond James & Associates
Florida
$4.97M 130,143 +5,010 +4%
CWA
13
Consilio Wealth Advisors
Washington
$4.82M 126,285 +7,994 +7%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$3.94M 103,054 +6,636 +7%
WJA
15
Willis Johnson & Associates
Texas
$3.89M 101,779 +320 +0.3%
AWA
16
Amplius Wealth Advisors
Pennsylvania
$3.88M 101,451 +585 +0.6%
MWP
17
Madison Wealth Partners
Wisconsin
$3.65M 95,574 -28,102 -23%
FPIS
18
Financial Planning & Information Services
Wisconsin
$2.83M 74,109 +23,716 +47%
SG
19
Strid Group
Pennsylvania
$2.71M 70,755 +5,220 +8%
SC
20
Sepio Capital
Utah
$2.62M 68,684 +11,676 +20%
WAP
21
Wealthcare Advisory Partners
Pennsylvania
$2.31M 60,548 +12,324 +26%
Mariner
22
Mariner
Kansas
$2.18M 57,176 -6,154 -10%
BWP
23
Bernardo Wealth Planning
Pennsylvania
$2.08M 54,497 +1,440 +3%
KIG
24
Kowal Investment Group
Wisconsin
$2.08M 54,431 +43,490 +397%
QA
25
Quantitative Advantage
Minnesota
$1.74M 45,429 +11,408 +34%