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Hartford Municipal Opportunities ETF

109 hedge funds and large institutions have $530M invested in Hartford Municipal Opportunities ETF in 2025 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 59 increasing their positions, 25 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 25

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

13% more capital invested

Capital invested by funds: $468M → $530M (+$62.3M)

8% more funds holding

Funds holding: 101109 (+8)

1.55% more ownership

Funds ownership: 80.12%81.68% (+1.6%)

Holders
109
Holders Change
+8
Holders Change %
+7.92%
% of All Funds
1.33%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
18
Increased
59
Reduced
25
Closed
9
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
$61.9M +$3.13M +79,845 +5%
Raymond James Financial
2
Raymond James Financial
Florida
$54.6M +$14.6M +372,555 +36%
Bank of America
3
Bank of America
North Carolina
$40.3M +$3.45M +88,042 +9%
LPL Financial
4
LPL Financial
California
$37.8M +$6.09M +155,457 +19%
SPIA
5
Steward Partners Investment Advisory
New York
$30.1M +$600K +15,325 +2%
LWMT
6
Legacy Wealth Management (Tennessee)
Tennessee
$23.3M +$1.92M +48,905 +9%
GA
7
Goldstein Advisors
Wisconsin
$20M +$790K +20,166 +4%
AWM
8
Apollon Wealth Management
South Carolina
$17.3M +$519K +13,249 +3%
Focus Partners Wealth
9
Focus Partners Wealth
Massachusetts
$15.7M -$202K -5,162 -1%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$10.5M +$2.47M +62,971 +31%
JWWM
11
Johnson & White Wealth Management
Pennsylvania
$9.97M +$360K +9,191 +4%
IW
12
Integrated Wealthcare
North Carolina
$9.93M +$9.94M +253,825 New
FFA
13
Fragasso Financial Advisors
Pennsylvania
$8.86M +$8.87M +226,628 New
BWAM
14
Blue Water Asset Management
Michigan
$8.67M +$8.68M +221,588 New
EFL
15
ERn Financial LLC
Wisconsin
$8.17M +$2.15K +55 +0%
HighTower Advisors
16
HighTower Advisors
Illinois
$7.81M -$5.92M -151,186 -43%
Jones Financial Companies
17
Jones Financial Companies
Missouri
$7.61M +$2.09M +53,260 +38%
GF
18
GGM Financials
Ohio
$6.85M +$654K +16,703 +11%
JP Morgan Chase
19
JP Morgan Chase
New York
$6.61M +$2.19M +55,992 +50%
KAS
20
Kestra Advisory Services
Texas
$6.46M +$630K +16,088 +11%
APP
21
Avantax Planning Partners
Iowa
$6.25M -$132K -3,358 -2%
PSCM
22
Per Stirling Capital Management
Texas
$6.06M +$6.07M +154,950 New
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$5.58M -$268K -6,852 -5%
SC
24
Sepio Capital
Utah
$5.52M +$552K +14,099 +11%
WAP
25
Wealthcare Advisory Partners
Pennsylvania
$5.41M -$600K -15,334 -10%

HMOP Hedge Fund Activity: Q4 2025 in Review

109 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Hartford Municipal Opportunities ETF (HMOP) for Q4 2025, worth a combined $530M — up 13% from $468M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new HMOP positions and 9 closed out — a net gain of 9 holders — while 59 added to existing stakes and 25 trimmed.

The largest buyer was Raymond James Financial, adding an estimated $14.6M. The largest seller was Sterling Investment Counsel, exiting entirely with an estimated $6.86M sold.

  • 109 institutional investors held Hartford Municipal Opportunities ETF (HMOP) as of Q4 2025, up from 101 in Q3 2025.
  • Funds reported $530M of Hartford Municipal Opportunities ETF stock for Q4 2025, up 13% quarter-over-quarter.
  • 18 funds opened new Hartford Municipal Opportunities ETF positions in Q4 2025 and 9 closed out, a net change of +9 holders.
  • The largest Hartford Municipal Opportunities ETF buyer in Q4 2025 was Raymond James Financial, an estimated $14.6M added.
  • The largest Hartford Municipal Opportunities ETF seller in Q4 2025 was Sterling Investment Counsel, an estimated $6.86M sold.

Based on aggregated 13F filings for Q4 2025.