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Hartford Municipal Opportunities ETF

82 hedge funds and large institutions have $440M invested in Hartford Municipal Opportunities ETF in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 47 increasing their positions, 18 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

161% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 18

5% more capital invested

Capital invested by funds: $418M → $440M (+$21.6M)

2% more ownership

Funds ownership: 83.66%85.66% (+2%)

5% less funds holding

Funds holding: 8682 (-4)

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

Holders
82
Holders Change
-4
Holders Change %
-4.65%
% of All Funds
1.1%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
7
Increased
47
Reduced
18
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$63.8M +$3.35M +86,456 +5%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$47.6M +$3.15M +81,481 +7%
Raymond James Financial
3
Raymond James Financial
Florida
$44M +$685K +17,691 +2%
Bank of America
4
Bank of America
North Carolina
$28.1M +$5.21M +134,565 +23%
SPIA
5
Steward Partners Investment Advisory
New York
$27M +$6.01M +155,195 +28%
GA
6
Goldstein Advisors
Wisconsin
$20.7M +$702K +18,134 +3%
LWMT
7
Legacy Wealth Management (Tennessee)
Tennessee
$19.7M +$446K +11,521 +2%
LPL Financial
8
LPL Financial
California
$14.4M +$3.08M +79,676 +27%
Focus Partners Wealth
9
Focus Partners Wealth
Massachusetts
$13.9M -$117K -3,022 -0.8%
WAP
10
Wealthcare Advisory Partners
Pennsylvania
$10.3M +$221K +5,709 +2%
EFL
11
ERn Financial LLC
Wisconsin
$7.99M +$30.5K +789 +0.4%
JWWM
12
Johnson & White Wealth Management
Pennsylvania
$7.84M +$7.89M +203,861 New
SIC
13
Sterling Investment Counsel
New York
$6.28M +$4.91M +126,778 +347%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$6.13M +$176K +4,534 +3%
KAS
15
Kestra Advisory Services
Texas
$6.01M +$639K +16,511 +12%
MF
16
Montis Financial
Massachusetts
$5.81M -$1.5M -38,683 -20%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$5.61M +$369K +9,542 +7%
WIA
18
World Investment Advisors
California
$5.15M -$8.17M -210,934 -61%
Mariner
19
Mariner
Kansas
$5.09M +$459K +11,855 +10%
BWP
20
Bernardo Wealth Planning
Pennsylvania
$5.02M -$30.1K -777 -0.6%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$4.88M -$217K -5,603 -4%
CWA
22
Consilio Wealth Advisors
Washington
$4.74M +$419K +10,821 +10%
HBFP
23
Henderson Brothers Financial Partners
Pennsylvania
$4.4M +$4.36M +112,550 New
SC
24
Sepio Capital
Utah
$4.27M +$72.3K +1,867 +2%
Osaic Holdings
25
Osaic Holdings
Arizona
$4.07M +$758K +19,577 +23%

HMOP Hedge Fund Activity: Q1 2025 in Review

82 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Hartford Municipal Opportunities ETF (HMOP) for Q1 2025, worth a combined $440M — up 5.2% from $418M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of HMOP and 7 opened new positions — a net loss of 3 holders — while 18 trimmed existing stakes and 47 added.

The largest buyer was Johnson & White Wealth Management, opening a new position worth an estimated $7.89M. The largest seller was Legacy CG, exiting entirely with an estimated $12.1M sold.

  • 82 institutional investors held Hartford Municipal Opportunities ETF (HMOP) as of Q1 2025, down from 86 in Q4 2024.
  • Funds reported $440M of Hartford Municipal Opportunities ETF stock for Q1 2025, up 5.2% quarter-over-quarter.
  • 7 funds opened new Hartford Municipal Opportunities ETF positions in Q1 2025 and 10 closed out, a net change of -3 holders.
  • The largest Hartford Municipal Opportunities ETF buyer in Q1 2025 was Johnson & White Wealth Management, an estimated $7.89M added.
  • The largest Hartford Municipal Opportunities ETF seller in Q1 2025 was Legacy CG, an estimated $12.1M sold.

Based on aggregated 13F filings for Q1 2025.