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Hartford Municipal Opportunities ETF

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.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$63.8M
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$47.6M
Raymond James Financial
3
Raymond James Financial
Florida
$44M
Bank of America
4
Bank of America
North Carolina
$28.1M
SPIA
5
Steward Partners Investment Advisory
New York
$27M
GA
6
Goldstein Advisors
Wisconsin
$20.7M
LWMT
7
Legacy Wealth Management (Tennessee)
Tennessee
$19.7M
LPL Financial
8
LPL Financial
California
$14.4M
Focus Partners Wealth
9
Focus Partners Wealth
Massachusetts
$13.9M
WAP
10
Wealthcare Advisory Partners
Pennsylvania
$10.3M
EFL
11
ERn Financial LLC
Wisconsin
$7.99M
JWWM
12
Johnson & White Wealth Management
Pennsylvania
$7.84M
SIC
13
Sterling Investment Counsel
New York
$6.28M
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$6.13M
KAS
15
Kestra Advisory Services
Texas
$6.01M
MF
16
Montis Financial
Massachusetts
$5.81M
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$5.61M
WIA
18
World Investment Advisors
California
$5.15M
Mariner
19
Mariner
Kansas
$5.09M
BWP
20
Bernardo Wealth Planning
Pennsylvania
$5.02M
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$4.88M
CWA
22
Consilio Wealth Advisors
Washington
$4.74M
SC
23
Sepio Capital
Utah
$4.27M
Osaic Holdings
24
Osaic Holdings
Arizona
$4.07M
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$3.86M