Hartford Municipal Opp ETFHMOPETF
13F holders, Q1 2024 (March 31)68holders
$38.84avg. 13F price*
At the end of Q1 2024, 68 institutions reported holding Hartford Municipal Opp ETF (HMOP) in their 13F filings. The largest holders were Raymond James Financial Services Advisors, Inc. ($50.9M), HighTower Advisors, LLC ($43.8M) and Northwestern Mutual Wealth Management Co. ($33.6M).
- Company
- Hartford Municipal Opp ETF
- CUSIP
- 41653L503
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $5.2M |
| Exits | 5 | $1.4M |
Ownership 68 holders
| Raymond James Financial Services Advisors, Inc. | 0.08% | Reduce -22.7% | 1,310,661 | $50.9M |
| HighTower Advisors, LLC | 0.07% | Add +15.7% | 1,126,909 | $43.8M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +20.7% | 865,095 | $33.6M |
| Steward Partners Investment Advisory, LLC | 0.21% | Add +998.2% | 480,445 | $18.7M |
| Bank of America Corp. | 0.00% | Reduce -4.3% | 438,023 | $17.0M |
| Legacy Wealth Management, LLC | 1.21% | Add +1.9% | 423,304 | $16.4M |
| Goldstein Advisors, LLC | 2.77% | Add +5.7% | 417,739 | $16.2M |
| Gratus Capital, LLC | 0.57% | Add +4.8% | 317,015 | $12.3M |
| Legacy CG, LLC | 3.99% | Reduce -15.9% | 283,614 | $11.0M |
| Avantax Advisory Services, Inc. | 0.08% | Reduce -51.0% | 230,957 | $9.0M |
| LPL Financial LLC | 0.00% | Reduce -34.6% | 202,947 | $7.9M |
| ERn Financial, LLC | 1.34% | Reduce -0.9% | 198,725 | $7.7M |
| Bernardo Wealth Planning LLC | 1.62% | Add +0.7% | 150,353 | $5.8M |
| Wealthcare Advisory Partners LLC | 0.18% | Add +10.3% | 144,203 | $5.6M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -2.4% | 137,374 | $5.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +111.0% | 114,123 | $4.4M |
| Financial Planning & Information Services, Inc. | 0.65% | Reduce -2.4% | 111,394 | $4.3M |
| Commonwealth Equity Services, LLC | 0.01% | Add +10.7% | 105,061 | $4.1M |
| Sterling Investment Counsel, LLC | 1.78% | Add +3.2% | 99,382 | $3.9M |
| Consilio Wealth Advisors, LLC | 1.80% | Add +0.3% | 98,859 | $3.8M |
| Sepio Capital, LP | 0.30% | Reduce -31.9% | 89,567 | $3.5M |
| Royal Bank of Canada | 0.00% | Add +57.0% | 80,210 | $3.1M |
| Strid Group, LLC | 0.52% | Add +8.5% | 74,899 | $2.9M |
| Jane Street Group, LLC | 0.00% | Add +1171.5% | 71,410 | $2.8M |
| MML Investors Services, LLC | 0.01% | Add +17.7% | 65,297 | $2.5M |
| Raymond James & Associates | 0.00% | Add +32.9% | 63,261 | $2.5M |
| Cetera Investment Advisers | 0.01% | New | 59,708 | $2.3M |
| NewEdge Advisors, LLC | 0.02% | Add +878.5% | 54,192 | $2.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -9.7% | 53,560 | $2.1M |
| Landmark Wealth Management, LLC | 0.92% | Add +4.6% | 50,872 | $2.0M |
| Central Valley Advisors, LLC | 0.94% | Add +10.3% | 46,972 | $1.8M |
| Amplius Wealth Advisors, LLC | 0.19% | Reduce -73.3% | 43,439 | $1.7M |
| Mariner, LLC | 0.00% | Reduce -25.7% | 41,348 | $1.6M |
| Naviter Wealth, LLC | 0.25% | New | 39,726 | $1.5M |
| Osaic Holdings, Inc. | 0.00% | Add +25.1% | 36,370 | $1.4M |
| Captrust Financial Advisors | 0.01% | Reduce -23.0% | 36,310 | $1.4M |
| Avantax Planning Partners, Inc. | 0.04% | No change | 33,278 | $1.3M |
| Magnus Financial Group LLC | 0.15% | Add +3.6% | 32,047 | $1.2M |
| RiverFront Investment Group, LLC | 0.03% | Add +328.8% | 29,114 | $1.1M |
| Private Portfolio Partners LLC | 0.22% | Add +0.2% | 27,743 | $1.1M |
| Signet Financial Management, LLC | 0.15% | Reduce -0.7% | 27,347 | $1.1M |
| Westside Investment Management, Inc. | 0.21% | Add +15.6% | 22,250 | $863K |
| West Michigan Advisors, LLC | 0.27% | New | 21,240 | $825K |
| Thrive Wealth Management, LLC | 0.13% | Reduce -26.2% | 15,998 | $621K |
| Madison Wealth Partners, Inc | 0.22% | Reduce -18.0% | 15,416 | $599K |
| Hill Island Financial LLC | 0.18% | Add +19.1% | 13,937 | $541K |
| Capital Analysts, LLC | 0.03% | Reduce -2.3% | 13,787 | $535K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -14.7% | 11,798 | $458K |
| Capital Asset Advisory Services LLC | 0.03% | Reduce -14.7% | 11,798 | $454K |
| GAMMA Investing LLC | 0.09% | Add +66.9% | 10,847 | $421K |
| Vicus Capital | 0.04% | Add +1.6% | 10,693 | $415K |
| Stonehearth Capital Management, LLC | 0.19% | Reduce -37.1% | 10,659 | $414K |
| Armstrong Advisory Group, Inc. | 0.04% | No change | 10,500 | $409K |
| Raymond James Trust N.A. | 0.01% | No change | 9,630 | $374K |
| Comerica Bank | 0.00% | Add +20.8% | 8,893 | $345K |
| Private Advisor Group, LLC | 0.00% | Add +3.7% | 7,044 | $274K |
| Bleakley Financial Group, LLC | 0.01% | Add +15.4% | 6,960 | $270K |
| Simplicity Wealth,LLC | 0.01% | New | 6,960 | $270K |
| Prudential Financial Inc. | 0.00% | New | 6,512 | $253K |
| D.A. Davidson & Co. | 0.00% | Reduce -52.4% | 5,990 | $233K |
| OneAscent Financial Services LLC | 0.02% | No change | 5,737 | $223K |
| Harbour Investments, Inc. | 0.00% | Add +10.4% | 2,875 | $112K |
| JPMorgan Chase & Co. | 0.00% | Add +55.2% | 1,866 | $72K |
| Wagner Wealth Management, LLC | 0.00% | No change | 260 | $10K |
| ICA Group Wealth Management, LLC | 0.00% | No change | 80 | $3K |
| Tower Research Capital LLC (TRC) | 0.00% | No change | 5 | $194 |
| FMR LLC | 0.00% | No change | 1 | $39 |
| Wells Fargo & Company | 0.00% | No change | 1 | $34 |
"% of holder's portfolio" is HMOP's weight in each manager's 13F, not the share of Hartford Municipal Opp ETF the manager owns.