HMOP icon

Hartford Municipal Opportunities ETF
HMOP

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 %
HighTower Advisors
1
HighTower Advisors
Illinois
$54.8M 1,390,586 +150,128 +12%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$38.9M 987,989 -393,194 -28%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$37.7M 955,906 +50,543 +6%
SPIA
4
Steward Partners Investment Advisory
New York
$20.8M 526,929 +37,841 +8%
Bank of America
5
Bank of America
North Carolina
$19.3M 489,066 +33,973 +7%
GA
6
Goldstein Advisors
Wisconsin
$18.7M 473,490 +27,599 +6%
LWMT
7
Legacy Wealth Management (Tennessee)
Tennessee
$17.4M 440,435 +17,106 +4%
Focus Partners Wealth
8
Focus Partners Wealth
Massachusetts
$13.7M 347,123 +347,123 New
WIA
9
World Investment Advisors
California
$13.3M 336,596 +336,596 New
LC
10
Legacy CG
Texas
$11.7M 295,917 -3,138 -1%
WAP
11
Wealthcare Advisory Partners
Pennsylvania
$9.82M 249,342 +117,943 +90%
LPL Financial
12
LPL Financial
California
$8.22M 208,664 -19,116 -8%
EFL
13
ERn Financial LLC
Wisconsin
$8.03M 203,918 -807 -0.4%
BWP
14
Bernardo Wealth Planning
Pennsylvania
$5.74M 146,111 -3,667 -2%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$5.59M 141,901 +12,597 +10%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$5.53M 140,323 +5,362 +4%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$5.37M 136,406 +9,519 +8%
KAS
18
Kestra Advisory Services
Texas
$5.1M 129,441 +18,592 +17%
SIC
19
Sterling Investment Counsel
New York
$4.89M 124,048 +6,744 +6%
SC
20
Sepio Capital
Utah
$4.25M 107,858 -692 -0.6%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$4.23M 107,226 +15,102 +16%
CWA
22
Consilio Wealth Advisors
Washington
$4.18M 106,034 +4,665 +5%
FPIS
23
Financial Planning & Information Services
Wisconsin
$3.65M 92,604 -7,999 -8%
MFG
24
Merit Financial Group
Georgia
$3.37M 85,437 +85,437 New
SG
25
Strid Group
Pennsylvania
$3.2M 81,272 +5,408 +7%
1
2 3 4