Hartford Municipal Opp ETFHMOPETF

13F holders, Q2 2025 (June 30)
87holders +5
9new positions
4sold out
$38.28avg. 13F price*

At the end of Q2 2025, 87 institutions reported holding Hartford Municipal Opp ETF (HMOP) in their 13F filings, up 5 from Q1 2025. 9 opened new positions and 4 sold out. The largest holders were Northwestern Mutual Wealth Management Co. ($57.9M), HighTower Advisors, LLC ($52.0M) and Raymond James Financial Inc. ($45.4M).

Company
Hartford Municipal Opp ETF
CUSIP
41653L503
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 68Q1 2024Q2 2024: 76Q2 2024Q3 2024: 78Q3 2024Q4 2024: 86Q4 2024Q1 2025: 82Q1 2025Q2 2025: 87Q2 2025Q3 2025: 101Q3 2025Q4 2025: 109Q4 2025Q1 2026: 120Q1 2026Q2 2026: 125Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions9$22.3M
Exits4$4.4M

All 13F filers, Q1 2025 → Q2 2025: 1,673,482 shares bought and 992,297 shares sold, net +681,185 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 87 holders

Northwestern Mutual Wealth Management Co. 0.04% Add +22.3% 1,513,178 $57.9M
HighTower Advisors, LLC 0.07% Reduce -18.1% 1,358,488 $52.0M
Raymond James Financial Inc. 0.02% Add +3.7% 1,186,316 $45.4M
Bank of America Corp. 0.00% Add +8.3% 790,665 $30.3M
Steward Partners Investment Advisory, LLC 0.22% Add +2.6% 721,130 $27.6M
LPL Financial LLC 0.01% Add +46.0% 546,833 $20.9M
Goldstein Advisors, LLC 2.60% Reduce -6.0% 505,155 $19.3M
Legacy Wealth Management, LLC 1.19% Reduce -2.2% 501,436 $19.2M
Apollon Wealth Management, LLC 0.31% New 413,669 $15.8M
Focus Partners Wealth 0.03% Add +2.1% 369,887 $14.2M
Johnson & White Wealth Management, LLC 4.15% Add +5.6% 215,286 $8.2M
ERn Financial, LLC 1.66% Reduce -1.3% 205,122 $7.9M
Wealthcare Advisory Partners LLC 0.14% Reduce -40.5% 159,290 $6.1M
Avantax Planning Partners, Inc. 0.19% Add +563.2% 157,679 $6.0M
Janney Montgomery Scott LLC 0.01% Add +2.5% 149,650 $5.7M
Envestnet Asset Management Inc. 0.00% Add +39.5% 139,916 $5.4M
Commonwealth Equity Services, LLC 0.01% Reduce -14.3% 136,533 $5.2M
Mariner, LLC 0.01% Reduce -2.9% 128,551 $4.9M
Bernardo Wealth Planning LLC 1.01% Reduce -7.2% 121,210 $4.6M
Kestra Advisory Services, LLC 0.02% Reduce -25.5% 116,443 $4.5M
Osaic Holdings, Inc. 0.01% Add +9.7% 116,127 $4.4M
Consilio Wealth Advisors, LLC 1.57% Reduce -6.4% 115,349 $4.4M
Montis Financial, LLC 1.17% Reduce -27.1% 110,161 $4.2M
Sepio Capital, LP 0.30% Reduce -1.6% 109,274 $4.2M
JPMorgan Chase & Co. 0.00% Add +39.7% 100,724 $3.9M
World Investment Advisors 0.08% Reduce -29.2% 94,893 $3.6M
GGM Financial LLC 2.05% Add +461.5% 92,069 $3.5M
Jones Financial Companies LLLP 0.00% Add +77.2% 91,943 $3.5M
Strid Group, LLC 0.48% Add +1.3% 89,403 $3.4M
Royal Bank of Canada 0.00% Reduce -32.1% 86,124 $3.3M
Merit Financial Group, LLC 0.03% Reduce -11.1% 81,514 $3.1M
RiverFront Investment Group, LLC 0.06% Add +14.2% 81,341 $3.1M
Crux Wealth Advisors 1.20% Reduce -2.5% 73,411 $2.8M
Cetera Investment Advisers 0.00% Reduce -2.2% 70,535 $2.7M
Avantax Advisory Services, Inc. 0.01% Reduce -3.0% 67,049 $2.6M
Landmark Wealth Management, LLC 0.95% Reduce -1.1% 58,517 $2.2M
MML Investors Services, LLC 0.01% Add +4.8% 57,390 $2.2M
Jane Street Group, LLC 0.00% Add +25.1% 51,923 $2.0M
Retirement Planning Group, LLC 0.08% Add +310.1% 49,381 $1.9M
NewEdge Advisors, LLC 0.01% Reduce -8.7% 48,748 $1.9M
Thrive Wealth Management, LLC 0.29% Add +78.8% 46,227 $1.8M
Apollon Financial, LLC 0.33% New 41,411 $1.6M
Sterling Investment Counsel, LLC 0.91% Reduce -75.1% 40,701 $1.6M
J.W. Cole Advisors, Inc. 0.03% New 39,675 $1.5M
Cornerstone Wealth Management, LLC 0.08% Add +18.0% 36,549 $1.4M
Richard P Slaughter Associates Inc 0.28% Add +159.6% 35,827 $1.4M
Fifth Third Securities, Inc. 0.10% Add +32.6% 33,266 $1.3M
Bleakley Financial Group, LLC 0.03% Reduce -35.7% 32,895 $1.3M
Cornerstone Wealth Group, LLC 0.09% New 32,322 $1.2M
Cambridge Investment Research Advisors, Inc. 0.00% Add +3.4% 32,214 $1.2M
Magnus Financial Group LLC 0.11% Reduce -3.2% 31,762 $1.2M
Private Advisor Group, LLC 0.01% Add +78.3% 30,978 $1.2M
Captrust Financial Advisors 0.00% Reduce -39.3% 30,537 $1.2M
Sanctuary Advisors, LLC 0.01% Add +22.9% 29,755 $1.1M
GAMMA Investing LLC 0.07% Reduce -21.7% 28,917 $1.1M
Westside Investment Management, Inc. 0.20% Reduce -9.4% 27,679 $1.1M
Stonehearth Capital Management, LLC 0.43% Add +14.0% 27,120 $1.0M
Masso Torrence Wealth Management Inc. 0.47% Add +6.7% 26,390 $1.0M
Stratos Wealth Partners, LTD. 0.01% Add +6.3% 25,707 $984K
Amplius Wealth Advisors, LLC 0.09% Reduce -29.3% 25,055 $959K
Savvy Advisors, Inc. 0.06% New 23,817 $912K
Flow Traders U.S. LLC 0.03% Add +287.2% 22,529 $862K
Signet Financial Management, LLC 0.11% Reduce -11.3% 21,953 $840K
Donaldson Capital Management, LLC 0.03% No change 19,138 $733K
Advyzon Investment Management, LLC 0.16% Reduce -12.0% 18,764 $718K
Capital Analysts, LLC 0.02% Add +0.1% 18,226 $698K
Old Mission Capital LLC 0.01% New 14,586 $558K
Sigma Planning Corp 0.02% Add +53.3% 14,190 $543K
Vicus Capital 0.03% Reduce -11.6% 10,813 $414K
Armstrong Advisory Group, Inc. 0.03% No change 10,500 $402K
Verus Capital Partners, LLC 0.03% New 9,498 $364K
Focus Partners Advisor Solutions, LLC 0.00% Reduce -0.0% 9,291 $356K
OneAscent Financial Services LLC 0.02% No change 8,422 $322K
Argent Trust Co 0.01% New 8,387 $321K
Madison Wealth Partners, Inc 0.06% No change 7,411 $284K
AdvisorNet Financial, Inc 0.02% Add +0.1% 6,759 $259K
Friday Financial 0.13% No change 6,443 $247K
Princeton Global Asset Management LLC 0.04% Add +80.9% 6,043 $231K
West Michigan Advisors, LLC 0.06% Reduce -2.0% 5,856 $225K
HB Wealth Management, LLC 0.00% Reduce -11.5% 5,645 $216K
Flputnam Investment Management Co. 0.00% No change 5,601 $214K
Harbour Investments, Inc. 0.00% Add +3.0% 4,442 $170K
Comerica Bank 0.00% Reduce -58.0% 3,802 $146K
Longview Financial Advisors LLC 0.07% No change 3,030 $116K
Morgan Stanley 0.00% Add +3.2% 882 $34K
Wells Fargo & Company 0.00% Add +0.0% 621 $24K
UBS Group AG 0.00% New 282 $11K

"% of holder's portfolio" is HMOP's weight in each manager's 13F, not the share of Hartford Municipal Opp ETF the manager owns.