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Hartford Municipal Opportunities ETF

62 hedge funds and large institutions have $312M invested in Hartford Municipal Opportunities ETF in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 32 increasing their positions, 18 reducing their positions, and 4 closing their positions.

Holders
62
Holders Change
+3
Holders Change %
+5.08%
% of All Funds
0.98%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
8
Increased
32
Reduced
18
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
$56.5M 1,485,799 +122,601 +9%
HighTower Advisors
2
HighTower Advisors
Illinois
$30.7M 805,862 +805,862 New
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$25.5M 669,325 +76,556 +13%
Bank of America
4
Bank of America
North Carolina
$19.1M 501,596 +2,578 +0.5%
AAS
5
Avantax Advisory Services
Texas
$18.3M 482,096 -18,339 -4%
LWMT
6
Legacy Wealth Management (Tennessee)
Tennessee
$15.3M 403,166 -967 -0.2%
LC
7
Legacy CG
Texas
$14.8M 389,376 +26,523 +7%
GA
8
Goldstein Advisors
Wisconsin
$14.3M 374,845 +23,982 +7%
LPL Financial
9
LPL Financial
California
$12.6M 330,482 -40,532 -11%
GC
10
Gratus Capital
Georgia
$11M 290,047 +13,204 +5%
EFL
11
ERn Financial LLC
Wisconsin
$7.96M 209,263 +82 +0%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$6.52M 171,451 +6,118 +4%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$5.44M 142,984 -12,693 -8%
CWA
14
Consilio Wealth Advisors
Washington
$4.82M 126,628 +343 +0.3%
AWA
15
Amplius Wealth Advisors
Pennsylvania
$4.62M 121,431 +19,980 +20%
SC
16
Sepio Capital
Utah
$4.54M 119,324 +50,640 +74%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$4.19M 110,180 +7,126 +7%
WJA
18
Willis Johnson & Associates
Texas
$4.03M 106,044 +4,265 +4%
SIC
19
Sterling Investment Counsel
New York
$3.5M 92,090 +92,090 New
Jane Street
20
Jane Street
New York
$3.42M 89,967 +59,970 +200%
WAP
21
Wealthcare Advisory Partners
Pennsylvania
$3.19M 83,785 +23,237 +38%
FPIS
22
Financial Planning & Information Services
Wisconsin
$2.96M 77,840 +3,731 +5%
SG
23
Strid Group
Pennsylvania
$2.66M 69,938 -817 -1%
BWP
24
Bernardo Wealth Planning
Pennsylvania
$2.55M 67,138 +12,641 +23%
MWP
25
Madison Wealth Partners
Wisconsin
$2.37M 62,401 -33,173 -35%