Hartford Municipal Opp ETFHMOPETF
13F holders, Q4 2024 (December 31)86holders +8
9new positions
2sold out
$38.66avg. 13F price*
At the end of Q4 2024, 86 institutions reported holding Hartford Municipal Opp ETF (HMOP) in their 13F filings, up 8 from Q3 2024. 9 opened new positions and 2 sold out. The largest holders were HighTower Advisors, LLC ($60.8M), Northwestern Mutual Wealth Management Co. ($44.7M) and Raymond James Financial Inc. ($43.6M).
- Company
- Hartford Municipal Opp ETF
- CUSIP
- 41653L503
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $9.9M |
| Exits | 2 | $596K |
All 13F filers, Q3 2024 → Q4 2024: 1,391,683 shares bought and 217,478 shares sold, net +1,174,205 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 86 holders
| HighTower Advisors, LLC | 0.08% | Add +13.1% | 1,572,624 | $60.8M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +20.9% | 1,155,722 | $44.7M |
| Raymond James Financial Inc. | 0.02% | — | 1,126,791 | $43.6M |
| Bank of America Corp. | 0.00% | Add +21.7% | 595,293 | $23.0M |
| Steward Partners Investment Advisory, LLC | 0.19% | Add +3.9% | 547,529 | $21.2M |
| Goldstein Advisors, LLC | 2.92% | Add +9.7% | 519,226 | $20.1M |
| Legacy Wealth Management, LLC | 1.24% | Add +13.8% | 501,378 | $19.4M |
| Focus Partners Wealth | 0.04% | Add +5.2% | 365,162 | $14.1M |
| World Investment Advisors | 0.37% | Add +2.5% | 344,902 | $13.3M |
| Legacy CG, LLC | 3.70% | Add +5.6% | 312,475 | $12.1M |
| LPL Financial LLC | 0.00% | Add +41.4% | 294,964 | $11.4M |
| Wealthcare Advisory Partners LLC | 0.28% | Add +5.1% | 262,079 | $10.1M |
| ERn Financial, LLC | 1.20% | Add +1.5% | 206,946 | $8.0M |
| Montis Financial, LLC | 2.27% | New | 189,747 | $7.3M |
| Commonwealth Equity Services, LLC | 0.01% | Add +9.1% | 154,839 | $6.0M |
| Kestra Advisory Services, LLC | 0.03% | Add +8.0% | 139,771 | $5.4M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -2.8% | 136,446 | $5.3M |
| Royal Bank of Canada | 0.00% | Add +23.6% | 132,525 | $5.1M |
| Bernardo Wealth Planning LLC | 1.21% | Reduce -10.1% | 131,325 | $5.0M |
| Mariner, LLC | 0.01% | Add +190.1% | 120,559 | $4.7M |
| Consilio Wealth Advisors, LLC | 1.78% | Add +6.0% | 112,365 | $4.3M |
| Sepio Capital, LP | 0.34% | Add +1.3% | 109,216 | $4.2M |
| Merit Financial Group, LLC | 0.06% | Add +2.7% | 87,749 | $3.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -36.2% | 87,051 | $3.4M |
| Osaic Holdings, Inc. | 0.01% | Add +60.7% | 86,326 | $3.3M |
| Strid Group, LLC | 0.50% | Add +1.2% | 82,267 | $3.2M |
| Crux Wealth Advisors | 1.72% | — | 80,058 | $3.1M |
| Cetera Investment Advisers | 0.01% | Add +15.9% | 72,567 | $2.8M |
| Avantax Advisory Services, Inc. | 0.02% | Reduce -1.9% | 68,408 | $2.6M |
| RiverFront Investment Group, LLC | 0.06% | Add +10.3% | 63,603 | $2.5M |
| Naviter Wealth, LLC | 0.29% | Reduce -8.9% | 62,644 | $2.4M |
| JPMorgan Chase & Co. | 0.00% | Add +2880.7% | 59,107 | $2.3M |
| Landmark Wealth Management, LLC | 0.93% | Add +0.0% | 54,060 | $2.1M |
| Bleakley Financial Group, LLC | 0.06% | Add +287.2% | 51,253 | $2.0M |
| MML Investors Services, LLC | 0.01% | Reduce -23.1% | 50,661 | $2.0M |
| Central Valley Advisors, LLC | 0.89% | Add +1.6% | 50,427 | $1.9M |
| Captrust Financial Advisors | 0.01% | Reduce -4.2% | 49,737 | $1.9M |
| Sanctuary Advisors, LLC | 0.01% | Add +40.5% | 47,532 | $1.8M |
| Jones Financial Companies LLLP | 0.00% | Add +54.3% | 40,742 | $1.6M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -12.5% | 37,384 | $1.4M |
| Sterling Investment Counsel, LLC | 0.93% | Reduce -70.6% | 36,519 | $1.4M |
| Amplius Wealth Advisors, LLC | 0.14% | Add +0.9% | 36,306 | $1.4M |
| Magnus Financial Group LLC | 0.12% | Reduce -1.4% | 33,059 | $1.3M |
| Jane Street Group, LLC | 0.00% | Add +262.5% | 32,262 | $1.2M |
| Westside Investment Management, Inc. | 0.25% | Reduce -1.0% | 30,559 | $1.2M |
| NewEdge Advisors, LLC | 0.01% | Reduce -18.7% | 29,153 | $1.1M |
| Private Portfolio Partners LLC | 0.20% | Add +3.0% | 28,805 | $1.1M |
| Signet Financial Management, LLC | 0.14% | Add +2.9% | 28,023 | $1.1M |
| Cornerstone Wealth Management, LLC | 0.06% | Add +36.2% | 24,110 | $932K |
| Avantax Planning Partners, Inc. | 0.03% | Add +0.0% | 23,533 | $910K |
| Masso Torrence Wealth Management Inc. | 0.47% | Reduce -4.4% | 22,935 | $887K |
| Thrive Wealth Management, LLC | 0.16% | Add +59.4% | 22,743 | $879K |
| Fifth Third Securities, Inc. | 0.07% | Add +55.1% | 22,742 | $879K |
| Advyzon Investment Management, LLC | 0.32% | — | 21,649 | $837K |
| GAMMA Investing LLC | 0.06% | Add +14.0% | 19,144 | $740K |
| Donaldson Capital Management, LLC | 0.03% | Add +10.4% | 19,138 | $740K |
| Private Advisor Group, LLC | 0.00% | Add +32.6% | 15,085 | $583K |
| Richard P Slaughter Associates Inc | 0.13% | New | 14,705 | $568K |
| GGM Financial LLC | 0.59% | New | 14,299 | $553K |
| Capital Analysts, LLC | 0.02% | Add +0.8% | 13,930 | $539K |
| Creative Planning | 0.00% | New | 13,802 | $534K |
| Stonehearth Capital Management, LLC | 0.20% | Add +9.0% | 13,018 | $503K |
| Vicus Capital | 0.04% | Reduce -1.3% | 11,616 | $449K |
| Armstrong Advisory Group, Inc. | 0.03% | No change | 10,500 | $406K |
| Sigma Planning Corp | 0.01% | Add +0.8% | 9,566 | $370K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +44.3% | 9,295 | $359K |
| Comerica Bank | 0.00% | No change | 9,052 | $350K |
| Truist Financial Corp. | 0.00% | No change | 8,443 | $326K |
| OneAscent Financial Services LLC | 0.03% | New | 8,164 | $316K |
| Madison Wealth Partners, Inc | 0.09% | Reduce -19.7% | 8,068 | $312K |
| West Michigan Advisors, LLC | 0.09% | Reduce -26.1% | 7,271 | $282K |
| Old Mission Capital LLC | 0.01% | New | 7,024 | $272K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -20.6% | 6,955 | $269K |
| AdvisorNet Financial, Inc | 0.02% | New | 6,750 | $261K |
| Friday Financial | 0.17% | — | 6,443 | $249K |
| HB Wealth Management, LLC | 0.00% | Add +11.2% | 6,380 | $247K |
| Hill Island Financial LLC | 0.06% | Reduce -2.8% | 5,711 | $221K |
| Flputnam Investment Management Co. | 0.00% | No change | 5,601 | $217K |
| Harbour Investments, Inc. | 0.00% | Reduce -31.0% | 3,236 | $125K |
| Longview Financial Advisors LLC | 0.08% | — | 3,030 | $117K |
| UBS Group AG | 0.00% | New | 2,758 | $107K |
| Princeton Global Asset Management LLC | 0.02% | Add +338.2% | 2,682 | $104K |
| Morgan Stanley | 0.00% | Reduce -1.0% | 195 | $8K |
| Tower Research Capital LLC (TRC) | 0.00% | No change | 5 | $193 |
| FMR LLC | 0.00% | New | 1 | $39 |
| Wells Fargo & Company | 0.00% | No change | 1 | $23 |
"% of holder's portfolio" is HMOP's weight in each manager's 13F, not the share of Hartford Municipal Opp ETF the manager owns.