Hartford Municipal Opp ETFHMOPETF
13F holders, Q1 2025 (March 31)82holders −4
6new positions
9sold out
$38.46avg. 13F price*
At the end of Q1 2025, 82 institutions reported holding Hartford Municipal Opp ETF (HMOP) in their 13F filings, down 4 from Q4 2024. 6 opened new positions and 9 sold out. The largest holders were HighTower Advisors, LLC ($63.8M), Northwestern Mutual Wealth Management Co. ($47.6M) and Raymond James Financial Inc. ($44.0M).
- Company
- Hartford Municipal Opp ETF
- CUSIP
- 41653L503
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $10.5M |
| Exits | 9 | $15.4M |
All 13F filers, Q4 2024 → Q1 2025: 1,235,060 shares bought and 700,935 shares sold, net +534,125 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 82 holders
| HighTower Advisors, LLC | 0.09% | Add +5.5% | 1,659,080 | $63.8M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +7.0% | 1,237,203 | $47.6M |
| Raymond James Financial Inc. | 0.02% | Add +1.6% | 1,144,482 | $44.0M |
| Bank of America Corp. | 0.00% | Add +22.6% | 729,858 | $28.1M |
| Steward Partners Investment Advisory, LLC | 0.24% | Add +28.3% | 702,724 | $27.0M |
| Goldstein Advisors, LLC | 3.02% | Add +3.5% | 537,360 | $20.7M |
| Legacy Wealth Management, LLC | 1.31% | Add +2.3% | 512,899 | $19.7M |
| LPL Financial LLC | 0.01% | Add +27.0% | 374,640 | $14.4M |
| Focus Partners Wealth | 0.04% | Reduce -0.8% | 362,140 | $13.9M |
| Wealthcare Advisory Partners LLC | 0.28% | Add +2.2% | 267,788 | $10.3M |
| ERn Financial, LLC | 1.26% | Add +0.4% | 207,735 | $8.0M |
| Johnson & White Wealth Management, LLC | 4.40% | New | 203,861 | $7.8M |
| Sterling Investment Counsel, LLC | 2.15% | Add +347.2% | 163,297 | $6.3M |
| Commonwealth Equity Services, LLC | 0.01% | Add +2.9% | 159,373 | $6.1M |
| Kestra Advisory Services, LLC | 0.03% | Add +11.8% | 156,282 | $6.0M |
| Montis Financial, LLC | 1.71% | Reduce -20.4% | 151,064 | $5.8M |
| Janney Montgomery Scott LLC | 0.02% | Add +7.0% | 145,988 | $5.6M |
| World Investment Advisors | 0.13% | Reduce -61.2% | 133,968 | $5.2M |
| Mariner, LLC | 0.01% | Add +9.8% | 132,414 | $5.1M |
| Bernardo Wealth Planning LLC | 1.20% | Reduce -0.6% | 130,548 | $5.0M |
| Royal Bank of Canada | 0.00% | Reduce -4.2% | 126,922 | $4.9M |
| Consilio Wealth Advisors, LLC | 1.98% | Add +9.6% | 123,186 | $4.7M |
| Henderson Brothers Financial Partners, LLC | 2.21% | — | 112,550 | $4.4M |
| Sepio Capital, LP | 0.34% | Add +1.7% | 111,083 | $4.3M |
| Osaic Holdings, Inc. | 0.01% | Add +22.7% | 105,903 | $4.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +15.2% | 100,274 | $3.9M |
| Merit Financial Group, LLC | 0.05% | Add +4.5% | 91,724 | $3.5M |
| Strid Group, LLC | 0.53% | Add +7.3% | 88,269 | $3.4M |
| Naviter Wealth, LLC | 0.37% | Add +26.8% | 79,413 | $3.1M |
| Crux Wealth Advisors | 1.51% | Reduce -5.9% | 75,299 | $2.9M |
| JPMorgan Chase & Co. | 0.00% | Add +22.0% | 72,116 | $2.8M |
| Cetera Investment Advisers | 0.01% | Reduce -0.6% | 72,100 | $2.8M |
| RiverFront Investment Group, LLC | 0.06% | Add +11.9% | 71,200 | $2.7M |
| Avantax Advisory Services, Inc. | 0.02% | Add +1.1% | 69,147 | $2.7M |
| Landmark Wealth Management, LLC | 1.00% | Add +9.4% | 59,162 | $2.3M |
| MML Investors Services, LLC | 0.01% | Add +8.1% | 54,761 | $2.1M |
| NewEdge Advisors, LLC | 0.01% | Add +83.0% | 53,366 | $2.1M |
| Jones Financial Companies LLLP | 0.00% | Add +27.4% | 51,894 | $2.0M |
| Bleakley Financial Group, LLC | 0.06% | Reduce -0.2% | 51,151 | $2.0M |
| Captrust Financial Advisors | 0.00% | Add +1.2% | 50,336 | $1.9M |
| Jane Street Group, LLC | 0.00% | Add +28.6% | 41,505 | $1.6M |
| GAMMA Investing LLC | 0.11% | Add +92.9% | 36,935 | $1.4M |
| Amplius Wealth Advisors, LLC | 0.14% | Reduce -2.4% | 35,426 | $1.4M |
| Magnus Financial Group LLC | 0.12% | Reduce -0.7% | 32,826 | $1.3M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -16.6% | 31,159 | $1.2M |
| Cornerstone Wealth Management, LLC | 0.08% | Add +28.4% | 30,966 | $1.2M |
| Westside Investment Management, Inc. | 0.25% | No change | 30,559 | $1.2M |
| Thrive Wealth Management, LLC | 0.19% | Add +13.7% | 25,853 | $994K |
| Cresset Asset Management, LLC | 0.00% | New | 25,177 | $971K |
| Fifth Third Securities, Inc. | 0.08% | Add +10.3% | 25,086 | $965K |
| Signet Financial Management, LLC | 0.13% | Reduce -11.7% | 24,755 | $952K |
| Masso Torrence Wealth Management Inc. | 0.51% | Add +7.9% | 24,740 | $951K |
| Sanctuary Advisors, LLC | 0.01% | Reduce -49.1% | 24,203 | $931K |
| Stratos Wealth Partners, LTD. | 0.01% | New | 24,183 | $930K |
| Stonehearth Capital Management, LLC | 0.38% | Add +82.7% | 23,788 | $915K |
| Avantax Planning Partners, Inc. | 0.03% | Add +1.0% | 23,775 | $914K |
| Advyzon Investment Management, LLC | 0.29% | Reduce -1.5% | 21,318 | $820K |
| Donaldson Capital Management, LLC | 0.03% | No change | 19,138 | $736K |
| Capital Analysts, LLC | 0.03% | Add +30.7% | 18,210 | $700K |
| Private Advisor Group, LLC | 0.00% | Add +15.2% | 17,376 | $668K |
| GGM Financial LLC | 0.43% | Add +14.7% | 16,397 | $630K |
| Richard P Slaughter Associates Inc | 0.12% | Reduce -6.1% | 13,802 | $531K |
| Vicus Capital | 0.04% | Add +5.3% | 12,231 | $470K |
| Retirement Planning Group, LLC | 0.02% | New | 12,040 | $463K |
| Armstrong Advisory Group, Inc. | 0.03% | No change | 10,500 | $406K |
| Focus Partners Advisor Solutions, LLC | 0.01% | No change | 9,295 | $357K |
| Sigma Planning Corp | 0.01% | Reduce -3.2% | 9,256 | $356K |
| Comerica Bank | 0.00% | No change | 9,052 | $348K |
| Truist Financial Corp. | 0.00% | No change | 8,443 | $325K |
| OneAscent Financial Services LLC | 0.02% | Add +3.2% | 8,422 | $324K |
| Madison Wealth Partners, Inc | 0.07% | Reduce -8.1% | 7,411 | $285K |
| AdvisorNet Financial, Inc | 0.02% | Add +0.1% | 6,755 | $260K |
| Friday Financial | 0.15% | No change | 6,443 | $248K |
| HB Wealth Management, LLC | 0.00% | No change | 6,380 | $245K |
| West Michigan Advisors, LLC | 0.08% | Reduce -17.8% | 5,978 | $230K |
| Flow Traders U.S. LLC | 0.01% | New | 5,818 | $224K |
| Flputnam Investment Management Co. | 0.00% | No change | 5,601 | $215K |
| Harbour Investments, Inc. | 0.00% | Add +33.2% | 4,311 | $166K |
| Princeton Global Asset Management LLC | 0.03% | Add +24.5% | 3,340 | $128K |
| Longview Financial Advisors LLC | 0.08% | No change | 3,030 | $117K |
| Morgan Stanley | 0.00% | Add +338.5% | 855 | $33K |
| Abound Financial, LLC | 0.01% | New | 698 | $27K |
"% of holder's portfolio" is HMOP's weight in each manager's 13F, not the share of Hartford Municipal Opp ETF the manager owns.