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Hartford Municipal Opportunities ETF

120 hedge funds and large institutions have $601M invested in Hartford Municipal Opportunities ETF in 2026 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 67 increasing their positions, 29 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 4

131% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 29

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

13% more capital invested

Capital invested by funds: $530M → $601M (+$71.3M)

10% more funds holding

Funds holding: 109120 (+11)

1.22% more ownership

Funds ownership: 81.68%82.9% (+1.2%)

Holders
120
Holders Change
+11
Holders Change %
+10.09%
% of All Funds
1.48%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
16
Increased
67
Reduced
29
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
$69.1M +$7.9M +200,714 +13%
Raymond James Financial
2
Raymond James Financial
Florida
$60.5M +$6.57M +166,797 +12%
Bank of America
3
Bank of America
North Carolina
$42M +$2.09M +53,064 +5%
LPL Financial
4
LPL Financial
California
$41M +$3.6M +91,401 +9%
SPIA
5
Steward Partners Investment Advisory
New York
$31.5M +$1.69M +42,893 +6%
LWMT
6
Legacy Wealth Management (Tennessee)
Tennessee
$23.4M +$279K +7,078 +1%
GA
7
Goldstein Advisors
Wisconsin
$20.3M +$490K +12,438 +2%
AWM
8
Apollon Wealth Management
South Carolina
$18.3M +$1.24M +31,420 +7%
Focus Partners Wealth
9
Focus Partners Wealth
Massachusetts
$14.2M -$15.9M -403,504 Closed
JWWM
10
Johnson & White Wealth Management
Pennsylvania
$12M +$2.14M +54,332 +21%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$11.4M +$1.02M +25,904 +10%
FFA
12
Fragasso Financial Advisors
Pennsylvania
$10.9M +$2.13M +54,012 +24%
APP
13
Avantax Planning Partners
Iowa
$10.8M +$4.7M +119,393 +75%
Jones Financial Companies
14
Jones Financial Companies
Missouri
$10.8M +$3.32M +84,431 +43%
SC
15
Sepio Capital
Utah
$10.3M +$4.94M +125,418 +89%
IW
16
Integrated Wealthcare
North Carolina
$9.73M -$109K -2,757 -1%
HBFP
17
Henderson Brothers Financial Partners
Pennsylvania
$9.45M +$9.6M +243,873 New
BWAM
18
Blue Water Asset Management
Michigan
$8.67M +$85.7K +2,176 +1%
LWP
19
LeClair Wealth Partners
Ohio
$8.67M +$8.81M +223,764 New
GF
20
GGM Financials
Ohio
$8.3M +$1.54M +39,109 +22%
EFL
21
ERn Financial LLC
Wisconsin
$8.09M -$6.34K -161 -0.1%
JP Morgan Chase
22
JP Morgan Chase
New York
$7.86M +$1.35M +34,241 +20%
PSCM
23
Per Stirling Capital Management
Texas
$7.27M +$1.29M +32,681 +21%
KAS
24
Kestra Advisory Services
Texas
$6.81M +$417K +10,589 +6%
HighTower Advisors
25
HighTower Advisors
Illinois
$6.8M -$948K -24,081 -12%