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Hartford Municipal Opportunities ETF
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Overview Fund Activity

80 hedge funds and large institutions have $434M invested in Hartford Municipal Opportunities ETF in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 47 increasing their positions, 17 reducing their positions, and 10 closing their positions.

Holders
80
Holders Change
-6
Holders Change %
-6.98%
% of All Funds
1.09%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
6
Increased
47
Reduced
17
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JWWM
1
Johnson & White Wealth Management
Pennsylvania
$7.84M
2
SPIA
2
Steward Partners Investment Advisory
New York
$27M
3
Bank of America
3
Bank of America
North Carolina
$28.1M
4
SIC
4
Sterling Investment Counsel
New York
$6.28M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$63.8M

Top Sellers

1
LC
1
Legacy CG
Texas
$0
2
WIA
2
World Investment Advisors
California
$5.15M
3
CVA
3
Central Valley Advisors
California
$0
4
MF
4
Montis Financial
Massachusetts
$5.81M
5
Creative Planning
5
Creative Planning
Kansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HighTower Advisors
1
HighTower Advisors
Illinois
$63.8M 1,659,080 +86,456 +5%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$47.6M 1,237,203 +81,481 +7%
Raymond James Financial
3
Raymond James Financial
Florida
$44M 1,144,482 +17,691 +2%
Bank of America
4
Bank of America
North Carolina
$28.1M 729,858 +134,565 +23%
SPIA
5
Steward Partners Investment Advisory
New York
$27M 702,724 +155,195 +28%
GA
6
Goldstein Advisors
Wisconsin
$20.7M 537,360 +18,134 +3%
LWMT
7
Legacy Wealth Management (Tennessee)
Tennessee
$19.7M 512,899 +11,521 +2%
LPL Financial
8
LPL Financial
California
$14.4M 374,640 +79,676 +27%
Focus Partners Wealth
9
Focus Partners Wealth
Massachusetts
$13.9M 362,140 -3,022 -0.8%
WAP
10
Wealthcare Advisory Partners
Pennsylvania
$10.3M 267,788 +5,709 +2%
EFL
11
ERn Financial LLC
Wisconsin
$7.99M 207,735 +789 +0.4%
JWWM
12
Johnson & White Wealth Management
Pennsylvania
$7.84M 203,861 +203,861 New
SIC
13
Sterling Investment Counsel
New York
$6.28M 163,297 +126,778 +347%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$6.13M 159,373 +4,534 +3%
KAS
15
Kestra Advisory Services
Texas
$6.01M 156,282 +16,511 +12%
MF
16
Montis Financial
Massachusetts
$5.81M 151,064 -38,683 -20%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$5.61M 145,988 +9,542 +7%
WIA
18
World Investment Advisors
California
$5.15M 133,968 -210,934 -61%
Mariner
19
Mariner
Kansas
$5.09M 132,414 +11,855 +10%
BWP
20
Bernardo Wealth Planning
Pennsylvania
$5.02M 130,548 -777 -0.6%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$4.88M 126,922 -5,603 -4%
CWA
22
Consilio Wealth Advisors
Washington
$4.74M 123,186 +10,821 +10%
SC
23
Sepio Capital
Utah
$4.27M 111,083 +1,867 +2%
Osaic Holdings
24
Osaic Holdings
Arizona
$4.07M 105,903 +19,577 +23%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$3.86M 100,274 +13,223 +15%
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