Hartford Municipal Opp ETFHMOPETF
13F holders, Q3 2024 (September 30)78holders +2
8new positions
4sold out
$39.40avg. 13F price*
At the end of Q3 2024, 78 institutions reported holding Hartford Municipal Opp ETF (HMOP) in their 13F filings, up 2 from Q2 2024. 8 opened new positions and 4 sold out. The largest holders were HighTower Advisors, LLC ($54.8M), Raymond James Financial Services Advisors, Inc. ($38.9M) and Northwestern Mutual Wealth Management Co. ($37.7M).
- Company
- Hartford Municipal Opp ETF
- CUSIP
- 41653L503
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $32.1M |
| Exits | 4 | $764K |
All 13F filers, Q2 2024 → Q3 2024: 1,472,080 shares bought and 514,494 shares sold, net +957,586 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 78 holders
| HighTower Advisors, LLC | 0.08% | Add +12.1% | 1,390,586 | $54.8M |
| Raymond James Financial Services Advisors, Inc. | 0.05% | Reduce -28.5% | 987,989 | $38.9M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +5.6% | 955,906 | $37.7M |
| Steward Partners Investment Advisory, LLC | 0.19% | Add +7.7% | 526,929 | $20.8M |
| Bank of America Corp. | 0.00% | Add +7.5% | 489,066 | $19.3M |
| Goldstein Advisors, LLC | 2.84% | Add +6.2% | 473,490 | $18.7M |
| Legacy Wealth Management, LLC | 1.12% | Add +4.0% | 440,435 | $17.4M |
| Focus Partners Wealth | 0.04% | New | 347,123 | $13.7M |
| World Investment Advisors | 0.42% | New | 336,596 | $13.3M |
| Legacy CG, LLC | 3.81% | Reduce -1.1% | 295,917 | $11.7M |
| Wealthcare Advisory Partners LLC | 0.28% | Add +89.8% | 249,342 | $9.8M |
| LPL Financial LLC | 0.00% | Reduce -8.4% | 208,664 | $8.2M |
| ERn Financial, LLC | 1.22% | Reduce -0.4% | 203,918 | $8.0M |
| Bernardo Wealth Planning LLC | 1.39% | Reduce -2.5% | 146,111 | $5.7M |
| Commonwealth Equity Services, LLC | 0.01% | Add +9.7% | 141,901 | $5.6M |
| Janney Montgomery Scott LLC | 0.02% | Add +4.0% | 140,323 | $5.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +7.5% | 136,406 | $5.4M |
| Kestra Advisory Services, LLC | 0.03% | Add +16.8% | 129,441 | $5.1M |
| Sterling Investment Counsel, LLC | 1.74% | Add +5.8% | 124,048 | $4.9M |
| Sepio Capital, LP | 0.33% | Reduce -0.6% | 107,858 | $4.2M |
| Royal Bank of Canada | 0.00% | Add +16.4% | 107,226 | $4.2M |
| Consilio Wealth Advisors, LLC | 1.72% | Add +4.6% | 106,034 | $4.2M |
| Financial Planning & Information Services, Inc. | 0.50% | Reduce -8.0% | 92,604 | $3.6M |
| Merit Financial Group, LLC | 0.08% | New | 85,437 | $3.4M |
| Strid Group, LLC | 0.49% | Add +7.1% | 81,272 | $3.2M |
| Avantax Advisory Services, Inc. | 0.02% | Reduce -21.5% | 69,717 | $2.7M |
| Naviter Wealth, LLC | 0.38% | Add +42.2% | 68,746 | $2.7M |
| MML Investors Services, LLC | 0.01% | Add +3.0% | 65,875 | $2.6M |
| Raymond James & Associates | 0.00% | Add +1.2% | 63,630 | $2.5M |
| Cetera Investment Advisers | 0.01% | Add +4.6% | 62,593 | $2.5M |
| RiverFront Investment Group, LLC | 0.05% | Add +82.6% | 57,648 | $2.3M |
| Landmark Wealth Management, LLC | 0.93% | Reduce -1.8% | 54,039 | $2.1M |
| Osaic Holdings, Inc. | 0.00% | Add +39.9% | 53,723 | $2.1M |
| Captrust Financial Advisors | 0.01% | Reduce -3.1% | 51,904 | $2.0M |
| Central Valley Advisors, LLC | 1.10% | Reduce -0.3% | 49,616 | $2.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -14.6% | 42,703 | $1.7M |
| Mariner, LLC | 0.00% | Reduce -6.0% | 41,563 | $1.6M |
| Amplius Wealth Advisors, LLC | 0.15% | Reduce -10.8% | 35,964 | $1.4M |
| NewEdge Advisors, LLC | 0.01% | Reduce -8.5% | 35,868 | $1.4M |
| Magnus Financial Group LLC | 0.13% | Add +3.0% | 33,519 | $1.3M |
| Sanctuary Advisors, LLC | 0.01% | Add +119.9% | 33,821 | $1.3M |
| Westside Investment Management, Inc. | 0.26% | Add +12.0% | 30,859 | $1.2M |
| Private Portfolio Partners LLC | 0.21% | Add +0.2% | 27,956 | $1.1M |
| Signet Financial Management, LLC | 0.14% | Reduce -2.9% | 27,237 | $1.1M |
| Jones Financial Companies LLLP | 0.00% | Add +10592.3% | 26,410 | $1.0M |
| Masso Torrence Wealth Management Inc. | 0.51% | New | 23,985 | $945K |
| Avantax Planning Partners, Inc. | 0.03% | Reduce -17.1% | 23,524 | $927K |
| Cornerstone Wealth Management, LLC | 0.05% | Add +16.6% | 17,706 | $698K |
| Donaldson Capital Management, LLC | 0.03% | Add +78.3% | 17,336 | $683K |
| GAMMA Investing LLC | 0.07% | Add +108.9% | 16,788 | $661K |
| Fifth Third Securities, Inc. | 0.05% | Reduce -1.5% | 14,665 | $578K |
| Thrive Wealth Management, LLC | 0.10% | Reduce -4.6% | 14,267 | $562K |
| Capital Analysts, LLC | 0.02% | Add +0.1% | 13,814 | $544K |
| Bleakley Financial Group, LLC | 0.02% | Add +12.4% | 13,236 | $521K |
| Stonehearth Capital Management, LLC | 0.19% | Add +16.8% | 11,941 | $470K |
| Vicus Capital | 0.04% | Add +2.1% | 11,772 | $464K |
| Private Advisor Group, LLC | 0.00% | Add +46.4% | 11,380 | $448K |
| Armstrong Advisory Group, Inc. | 0.03% | No change | 10,500 | $414K |
| Madison Wealth Partners, Inc | 0.12% | Reduce -22.1% | 10,043 | $396K |
| West Michigan Advisors, LLC | 0.12% | Reduce -53.8% | 9,844 | $389K |
| Raymond James Trust N.A. | 0.01% | No change | 9,630 | $379K |
| Sigma Planning Corp | 0.01% | Add +0.7% | 9,495 | $374K |
| Comerica Bank | 0.00% | Add +1.8% | 9,052 | $357K |
| Jane Street Group, LLC | 0.00% | New | 8,900 | $351K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -24.6% | 8,757 | $345K |
| Truist Financial Corp. | 0.00% | No change | 8,443 | $333K |
| Capital Asset Advisory Services LLC | 0.02% | Reduce -16.2% | 8,255 | $323K |
| Prudential Financial Inc. | 0.00% | Reduce -9.4% | 6,911 | $272K |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 6,443 | $254K |
| Hill Island Financial LLC | 0.07% | Reduce -7.8% | 5,876 | $232K |
| HB Wealth Management, LLC | 0.00% | New | 5,736 | $226K |
| Flputnam Investment Management Co. | 0.00% | No change | 5,601 | $221K |
| Harbour Investments, Inc. | 0.01% | Add +63.2% | 4,692 | $185K |
| JPMorgan Chase & Co. | 0.00% | No change | 1,983 | $78K |
| Princeton Global Asset Management LLC | 0.00% | New | 612 | $24K |
| Morgan Stanley | 0.00% | No change | 197 | $8K |
| Tower Research Capital LLC (TRC) | 0.00% | No change | 5 | $197 |
| 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.