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Hartford Municipal Opportunities ETF

87 hedge funds and large institutions have $460M invested in Hartford Municipal Opportunities ETF in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 36 increasing their positions, 34 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

6% more funds holding

Funds holding: 8287 (+5)

6% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 34

4% more capital invested

Capital invested by funds: $440M → $460M (+$19.7M)

5.9% less ownership

Funds ownership: 85.66%79.76% (-5.9%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
87
Holders Change
+5
Holders Change %
+6.1%
% of All Funds
1.15%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
10
Increased
36
Reduced
34
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$57.9M +$10.5M +275,975 +22%
HighTower Advisors
2
HighTower Advisors
Illinois
$52M -$11.5M -300,592 -18%
Raymond James Financial
3
Raymond James Financial
Florida
$45.4M +$1.59M +41,834 +4%
Bank of America
4
Bank of America
North Carolina
$30.3M +$2.32M +60,807 +8%
SPIA
5
Steward Partners Investment Advisory
New York
$27.6M +$701K +18,406 +3%
LPL Financial
6
LPL Financial
California
$20.9M +$6.56M +172,193 +46%
GA
7
Goldstein Advisors
Wisconsin
$19.3M -$1.23M -32,205 -6%
LWMT
8
Legacy Wealth Management (Tennessee)
Tennessee
$19.2M -$437K -11,463 -2%
AWM
9
Apollon Wealth Management
South Carolina
$15.8M +$15.8M +413,669 New
Focus Partners Wealth
10
Focus Partners Wealth
Massachusetts
$14.2M +$295K +7,747 +2%
JWWM
11
Johnson & White Wealth Management
Pennsylvania
$8.24M +$435K +11,425 +6%
EFL
12
ERn Financial LLC
Wisconsin
$7.85M -$99.5K -2,613 -1%
WAP
13
Wealthcare Advisory Partners
Pennsylvania
$6.1M -$4.13M -108,498 -41%
APP
14
Avantax Planning Partners
Iowa
$6.04M +$5.1M +133,904 +563%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$5.73M +$140K +3,662 +3%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$5.36M +$1.51M +39,642 +40%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$5.23M -$870K -22,840 -14%
Mariner
18
Mariner
Kansas
$4.92M -$147K -3,863 -3%
BWP
19
Bernardo Wealth Planning
Pennsylvania
$4.64M -$356K -9,338 -7%
KAS
20
Kestra Advisory Services
Texas
$4.46M -$1.52M -39,839 -25%
Osaic Holdings
21
Osaic Holdings
Arizona
$4.45M +$389K +10,224 +10%
CWA
22
Consilio Wealth Advisors
Washington
$4.41M -$299K -7,837 -6%
MF
23
Montis Financial
Massachusetts
$4.22M -$1.56M -40,903 -27%
SC
24
Sepio Capital
Utah
$4.18M -$68.9K -1,809 -2%
JP Morgan Chase
25
JP Morgan Chase
New York
$3.86M +$1.09M +28,608 +40%

HMOP Hedge Fund Activity: Q2 2025 in Review

87 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Hartford Municipal Opportunities ETF (HMOP) for Q2 2025, worth a combined $460M — up 4.5% from $440M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new HMOP positions and 4 closed out — a net gain of 6 holders — while 36 added to existing stakes and 34 trimmed.

The largest buyer was Apollon Wealth Management, opening a new position worth an estimated $15.8M. The largest seller was HighTower Advisors, cutting an estimated $11.5M.

  • 87 institutional investors held Hartford Municipal Opportunities ETF (HMOP) as of Q2 2025, up from 82 in Q1 2025.
  • Funds reported $460M of Hartford Municipal Opportunities ETF stock for Q2 2025, up 4.5% quarter-over-quarter.
  • 10 funds opened new Hartford Municipal Opportunities ETF positions in Q2 2025 and 4 closed out, a net change of +6 holders.
  • The largest Hartford Municipal Opportunities ETF buyer in Q2 2025 was Apollon Wealth Management, an estimated $15.8M added.
  • The largest Hartford Municipal Opportunities ETF seller in Q2 2025 was HighTower Advisors, an estimated $11.5M sold.

Based on aggregated 13F filings for Q2 2025.