Hartford Municipal Opp ETFHMOPETF
13F holders, Q2 2024 (June 30)76holders +8
10new positions
3sold out
$38.70avg. 13F price*
At the end of Q2 2024, 76 institutions reported holding Hartford Municipal Opp ETF (HMOP) in their 13F filings, up 8 from Q1 2024. 10 opened new positions and 3 sold out. The largest holders were Raymond James Financial Services Advisors, Inc. ($53.5M), HighTower Advisors, LLC ($48.0M) and Northwestern Mutual Wealth Management Co. ($35.0M).
- Company
- Hartford Municipal Opp ETF
- CUSIP
- 41653L503
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $6.8M |
| Exits | 3 | $3.0M |
All 13F filers, Q1 2024 → Q2 2024: 668,148 shares bought and 291,190 shares sold, net +376,958 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 76 holders
| Raymond James Financial Services Advisors, Inc. | 0.08% | Add +5.4% | 1,381,183 | $53.5M |
| HighTower Advisors, LLC | 0.07% | Add +10.1% | 1,240,458 | $48.0M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +4.7% | 905,363 | $35.0M |
| Steward Partners Investment Advisory, LLC | 0.20% | Add +1.8% | 489,088 | $18.9M |
| Bank of America Corp. | 0.00% | Add +3.9% | 455,093 | $17.6M |
| Goldstein Advisors, LLC | 2.89% | Add +6.7% | 445,891 | $17.3M |
| Legacy Wealth Management, LLC | 1.19% | Add +0.0% | 423,329 | $16.4M |
| Gratus Capital, LLC | 0.52% | Add +5.7% | 335,034 | $13.0M |
| Legacy CG, LLC | 3.94% | Add +5.4% | 299,055 | $11.6M |
| LPL Financial LLC | 0.00% | Add +12.2% | 227,780 | $8.8M |
| ERn Financial, LLC | 1.31% | Add +3.0% | 204,725 | $7.9M |
| Bernardo Wealth Planning LLC | 1.56% | Reduce -0.4% | 149,778 | $5.8M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -1.8% | 134,961 | $5.2M |
| Wealthcare Advisory Partners LLC | 0.16% | Reduce -8.9% | 131,399 | $5.1M |
| Commonwealth Equity Services, LLC | 0.01% | Add +23.1% | 129,304 | $5.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +11.2% | 126,887 | $4.9M |
| Sterling Investment Counsel, LLC | 1.79% | Add +18.0% | 117,304 | $4.5M |
| Kestra Advisory Services, LLC | 0.02% | New | 110,849 | $4.3M |
| Sepio Capital, LP | 0.39% | Add +21.2% | 108,550 | $4.2M |
| Consilio Wealth Advisors, LLC | 1.76% | Add +2.5% | 101,369 | $3.9M |
| Financial Planning & Information Services, Inc. | 0.59% | Reduce -9.7% | 100,603 | $3.9M |
| Royal Bank of Canada | 0.00% | Add +14.8% | 92,124 | $3.6M |
| Avantax Advisory Services, Inc. | 0.02% | Reduce -61.5% | 88,856 | $3.4M |
| Strid Group, LLC | 0.49% | Add +1.3% | 75,864 | $2.9M |
| MML Investors Services, LLC | 0.01% | Reduce -2.0% | 63,977 | $2.5M |
| Raymond James & Associates | 0.00% | Reduce -0.6% | 62,859 | $2.4M |
| Cetera Investment Advisers | 0.01% | Add +0.2% | 59,829 | $2.3M |
| Landmark Wealth Management, LLC | 1.66% | Add +8.2% | 55,023 | $2.1M |
| Captrust Financial Advisors | 0.01% | Add +47.6% | 53,592 | $2.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -6.7% | 49,973 | $1.9M |
| Central Valley Advisors, LLC | 0.81% | Add +6.0% | 49,765 | $1.9M |
| Naviter Wealth, LLC | 0.28% | Add +21.7% | 48,348 | $1.9M |
| Mariner, LLC | 0.00% | Add +7.0% | 44,222 | $1.7M |
| Amplius Wealth Advisors, LLC | 0.17% | Reduce -7.2% | 40,327 | $1.6M |
| NewEdge Advisors, LLC | 0.01% | Reduce -27.7% | 39,187 | $1.5M |
| Osaic Holdings, Inc. | 0.00% | Add +5.6% | 38,404 | $1.5M |
| Magnus Financial Group LLC | 0.14% | Add +1.6% | 32,554 | $1.3M |
| RiverFront Investment Group, LLC | 0.03% | Add +8.4% | 31,566 | $1.2M |
| Avantax Planning Partners, Inc. | 0.04% | Reduce -14.8% | 28,368 | $1.1M |
| Signet Financial Management, LLC | 0.15% | Add +2.6% | 28,061 | $1.1M |
| Private Portfolio Partners LLC | 0.88% | Add +0.6% | 27,911 | $1.1M |
| Westside Investment Management, Inc. | 0.24% | Add +23.9% | 27,560 | $1.1M |
| West Michigan Advisors, LLC | 0.26% | Add +0.4% | 21,322 | $827K |
| Sanctuary Advisors, LLC | 0.00% | — | 15,383 | $590K |
| Cornerstone Wealth Management, LLC | 0.05% | New | 15,184 | $588K |
| Thrive Wealth Management, LLC | 0.11% | Reduce -6.5% | 14,961 | $579K |
| Fifth Third Securities, Inc. | 0.05% | New | 14,895 | $578K |
| Capital Analysts, LLC | 0.02% | Add +0.1% | 13,801 | $534K |
| Madison Wealth Partners, Inc | 0.17% | Reduce -16.4% | 12,891 | $499K |
| Bleakley Financial Group, LLC | 0.01% | Add +69.1% | 11,771 | $456K |
| Simplicity Wealth,LLC | 0.01% | Add +69.1% | 11,771 | $456K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -1.6% | 11,611 | $449K |
| Vicus Capital | 0.04% | Add +7.8% | 11,527 | $446K |
| Armstrong Advisory Group, Inc. | 0.04% | No change | 10,500 | $406K |
| Stonehearth Capital Management, LLC | 0.17% | Reduce -4.1% | 10,220 | $395K |
| Capital Asset Advisory Services LLC | 0.02% | Reduce -16.5% | 9,850 | $382K |
| Donaldson Capital Management, LLC | 0.02% | New | 9,720 | $376K |
| Raymond James Trust N.A. | 0.01% | No change | 9,630 | $373K |
| Sigma Planning Corp | 0.01% | New | 9,427 | $365K |
| Comerica Bank | 0.00% | No change | 8,893 | $344K |
| Truist Financial Corp. | 0.00% | New | 8,443 | $327K |
| GAMMA Investing LLC | 0.04% | Reduce -25.9% | 8,035 | $311K |
| Private Advisor Group, LLC | 0.00% | Add +10.4% | 7,775 | $301K |
| Prudential Financial Inc. | 0.00% | Add +17.1% | 7,625 | $295K |
| Hill Island Financial LLC | 0.08% | Reduce -54.3% | 6,375 | $247K |
| OneAscent Financial Services LLC | 0.03% | Add +5.3% | 6,041 | $234K |
| Flputnam Investment Management Co. | 0.00% | New | 5,601 | $217K |
| Harbour Investments, Inc. | 0.00% | No change | 2,875 | $111K |
| JPMorgan Chase & Co. | 0.00% | Add +6.3% | 1,983 | $77K |
| Bank of Montreal | 0.00% | New | 1,917 | $75K |
| Jones Financial Companies LLLP | 0.00% | New | 247 | $10K |
| Morgan Stanley | 0.00% | New | 197 | $8K |
| 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 | $32 |
"% of holder's portfolio" is HMOP's weight in each manager's 13F, not the share of Hartford Municipal Opp ETF the manager owns.