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Hartford Municipal Opportunities ETF (HMOP) Institutional Ownership

$37.26 +0.23 (+0.62%)
Closing price 04:10 PM Eastern
Extended Trading
$37.25 -0.01 (-0.03%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Hartford Municipal Opportunities ETF (NYSEARCA:HMOP)

Number of
Institutional Buyers
(last 12 months)
89
Total
Institutional Inflows
(last 12 months)
$125.39M
Number of
Institutional Sellers
(last 12 months)
40
Total
Institutional Outflows
(last 12 months)
$75.19M
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HMOP Institutional Buying and Selling by Quarter

Hartford Municipal Opportunities ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/13/2026Sax Wealth Advisors LLC7,830$289K0.0%N/A0.037%
10/13/2026Fragasso Financial Advisors Inc213,591$7.91M0.4%-27.9%1.015%
10/10/2026RTD Financial Advisors Inc.103,705$3.82M0.4%+45.7%0.493%
10/9/2026GAMMA Investing LLC74,665$2.75M0.1%+10.4%0.351%
10/8/2026Farther Finance Advisors LLC12,956$477K0.0%-45.9%0.061%
9/23/2026Envestnet Asset Management Inc.65,989$2.58M0.0%+34.9%0.324%
9/9/2026Capital Analysts LLC16,788$657K0.0%-5.0%0.082%
9/9/2026NewEdge Advisors LLC85,138$3.33M0.0%-3.0%0.418%
9/9/2026XY Planning Network Inc.6,276$246K0.0%N/A0.031%
9/2/2026Citadel Advisors LLC34,894$1.37M0.0%+20.3%0.171%
8/23/2026HB Wealth Management LLC7,793$305K0.0%-5.6%0.038%
7/10/2026Wealthcare Advisory Partners LLC141,018$5.52M0.1%-7.7%0.705%
7/9/2026Legacy Wealth Management LLC617,517$24.17M1.3%+2.3%3.088%
7/8/2026Stonehearth Capital Management LLC23,451$918K0.3%-3.6%0.117%
7/8/2026Thrive Wealth Management LLC55,560$2.18M0.3%+27.1%0.273%
7/7/2026GAMMA Investing LLC67,639$2.65M0.1%+13.6%0.338%
6/3/2026NewEdge Advisors LLC87,750$3.40M0.0%+56.3%0.462%
5/22/2026Verus Capital Partners LLC142,450$5.52M0.4%+15.6%0.750%
5/19/2026NewEdge Advisors LLC45,735$1.67M0.0%-18.6%0.241%
5/19/2026Bank of America Corp DE1,083,043$41.96M0.0%+5.2%5.700%
5/18/2026Royal Bank of Canada4,689$182K0.0%-14.4%0.025%
5/13/2026Cetera Investment Advisers294,952$11.43M0.0%+9.6%1.552%
5/13/2026Wealthspire Retirement LLC8,064$312K0.0%N/A0.042%
5/5/2026Signet Financial Management LLC21,146$819K0.1%-4.7%0.111%
5/5/2026Sanctuary Advisors LLC37,861$1.47M0.0%+6.7%0.199%
5/5/2026Sigma Planning Corp7,957$308K0.0%+39.5%0.042%
5/5/2026Avantax Planning Partners Inc.279,200$10.82M0.3%+74.7%1.469%
5/4/2026Retirement Planning Group LLC101,917$3.95M0.1%+31.8%0.536%
5/1/2026Fifth Third Bancorp3,042$118K0.0%N/A0.016%
4/30/2026Kestra Advisory Services LLC175,786$6.81M0.0%+6.4%0.928%
4/28/2026Evolution Wealth Management Inc.7,751$300K0.2%+49.2%0.041%
4/27/2026HB Wealth Management LLC8,258$320K0.0%+7.6%0.044%
4/27/2026World Investment Advisors63,229$2.45M0.0%-13.2%0.335%
4/27/2026Private Advisor Group LLC38,227$1.48M0.0%+16.3%0.203%
4/23/2026Apollon Financial LLC68,767$2.66M0.4%+30.0%0.365%
4/23/2026Wiser Advisor Group LLC45,224$1.75M2.1%-3.9%0.240%
4/23/2026Apollon Wealth Management LLC473,390$18.34M0.3%+7.1%2.514%
4/23/2026Vicus Capital23,677$917K0.1%+20.0%0.126%
4/22/2026Princeton Global Asset Management LLC10,007$388K0.1%+37.7%0.053%
4/22/2026Cornerstone Wealth Group LLC33,524$1.31M0.1%+10.5%0.178%
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4/18/2026Stonehearth Capital Management LLC24,326$942K0.4%+3.1%0.130%
4/16/2026Evolve Private Wealth LLC31,804$1.23M0.1%+17.6%0.169%
3/13/2026World Investment Advisors72,847$2.85M0.0%-2.4%0.416%
2/24/2026Anderson Financial Strategies LLC124,954$4.89M2.8%+0.8%0.713%
2/19/2026Axxcess Wealth Management LLC14,482$566K0.0%+81.4%0.083%
2/18/2026NewEdge Advisors LLC56,160$2.20M0.0%+8.8%0.321%
2/18/2026OLD Mission Capital LLC8,174$320K0.0%N/A0.047%
2/18/2026Evolve Private Wealth LLC27,054$1.06M0.1%N/A0.154%
2/17/2026Cetera Investment Advisers269,048$10.52M0.0%+30.6%1.536%
2/17/2026Osaic Holdings Inc.86,894$3.40M0.0%-14.8%0.496%
2/17/2026Captrust Financial Advisors26,419$1.03M0.0%-5.7%0.151%
2/17/2026Royal Bank of Canada5,480$214K0.0%-40.5%0.031%
2/17/2026Abound Financial LLC698$27K0.0%N/A0.004%
2/16/2026MML Investors Services LLC59,105$2.31M0.0%+22.1%0.337%
2/16/2026Mariner LLC90,302$3.53M0.0%+71.4%0.515%
2/16/2026Focus Partners Wealth403,504$15.73M0.0%-1.3%2.303%
2/13/2026Kestra Advisory Services LLC165,197$6.46M0.0%+10.8%0.943%
2/13/2026Advyzon Investment Management LLC20,852$816K0.1%+8.1%0.119%
2/13/2026Consilio Wealth Advisors LLC120,104$4.70M1.4%+2.7%0.686%
2/13/2026Wells Fargo & Company MN2,018$79K0.0%+201,700.0%0.012%
2/12/2026Jane Street Group LLC42,149$1.65M0.0%+305.7%0.241%
2/12/2026Commonwealth Equity Services LLC87,536$3.42M0.0%-32.1%0.500%
2/12/2026Steward Partners Investment Advisory LLC770,061$30.12M0.2%+2.0%4.395%
2/12/2026Sepio Capital LP141,085$5.52M0.3%+11.1%0.805%
2/11/2026Cedar Point Capital Partners LLC54,185$2.12M1.4%-14.6%0.309%
2/11/2026Janney Montgomery Scott LLC142,751$5.58M0.0%-4.6%0.815%
2/11/2026Capital Analysts LLC17,658$690K0.0%-20.4%0.101%
2/11/2026Montis Financial LLC55,308$2.16M0.4%-33.3%0.316%
2/11/2026LPL Financial LLC967,398$37.84M0.0%+19.1%5.522%
2/11/2026JPMorgan Chase & Co.168,915$6.61M0.0%+49.6%0.964%
2/11/2026Liberty Square Wealth Partners LLC6,598$258K0.1%N/A0.038%
2/11/2026OneAscent Financial Services LLC25,308$990K0.1%+34.9%0.144%
2/11/2026J.W. Cole Advisors Inc.40,569$1.59M0.0%+3.4%0.232%
2/11/2026Verus Capital Partners LLC123,278$4.82M0.3%+7.7%0.704%
2/10/2026Evolution Wealth Management Inc.5,195$203K0.2%+76.3%0.030%
2/10/2026Goldstein Advisors LLC511,050$19.99M2.3%+4.1%2.917%
2/10/2026Natixis Advisors LLC14,660$573K0.0%N/A0.084%
2/10/2026Northwestern Mutual Wealth Management Co.1,582,613$61.90M0.0%+5.3%9.033%
2/9/2026Kingsview Wealth Management LLC7,012$274K0.0%N/A0.040%
2/6/2026Axxcess Wealth Management LLC14,482$566K0.0%+81.4%0.083%
2/6/2026HighTower Advisors LLC199,715$7.81M0.0%-43.1%1.140%
2/5/2026RiverFront Investment Group LLC119,642$4.68M0.1%+21.0%0.683%
2/5/2026Blue Water Asset Management221,588$8.67M3.1%N/A1.265%
2/5/2026Avantax Planning Partners Inc.159,807$6.25M0.2%-2.1%0.912%
2/5/2026Cornerstone Wealth Management LLC41,223$1.61M0.1%+8.5%0.235%
2/5/2026Johnson & White Wealth Management LLC254,880$9.97M4.3%+3.7%1.455%
2/5/2026Landmark Wealth Management LLC54,445$2.13M0.8%-7.5%0.311%
2/4/2026World Investment Advisors72,847$2.85M0.0%-2.4%0.421%
2/4/2026GGM Financials LLC175,153$6.85M3.3%+10.5%1.012%
2/3/2026Retirement Planning Group LLC77,305$3.02M0.1%+18.3%0.447%
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2/2/2026Truist Financial Corp7,922$310K0.0%+44.0%0.046%
2/2/2026Benjamin Edwards Inc.6,801$266K0.0%+9.2%0.039%
1/30/2026Barnes Pettey Financial Advisors LLC13,958$546K0.3%N/A0.081%
1/29/2026Comerica Bank3,042$119K0.0%-20.0%0.018%
1/29/2026Sanctuary Advisors LLC35,473$1.39M0.0%+22.8%0.207%
1/28/2026Arkansas Financial Group Inc.14,521$568K0.1%N/A0.085%
1/28/2026West Michigan Advisors LLC5,877$231K0.1%+4.5%0.034%
1/28/2026HB Wealth Management LLC7,677$300K0.0%+7.1%0.045%
1/27/2026RTD Financial Advisors Inc.24,288$950K0.1%N/A0.141%
1/26/2026Merit Financial Group LLC52,821$2.07M0.0%+84.9%0.308%


HMOP Institutional Ownership - Frequently Asked Questions

During the previous two years, 123 institutional investors and hedge funds held shares of Hartford Municipal Opportunities ETF. The most heavily invested institutionals were Northwestern Mutual Wealth Management Co. ($61.90M), Bank of America Corp DE ($41.96M), Raymond James Financial Inc. ($39.87M), LPL Financial LLC ($37.84M), Steward Partners Investment Advisory LLC ($30.12M), Legacy Wealth Management LLC ($24.17M), and Legacy Wealth Management Inc ($23.33M).Learn more on Hartford Municipal Opportunities ETF's institutional investors.

Of the 118 institutional investors that purchased Hartford Municipal Opportunities ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($2.31M), GAMMA Investing LLC ($1.46M), Apollon Wealth Management LLC ($473.39K), Northwestern Mutual Wealth Management Co. ($437.30K), HighTower Advisors LLC ($418.62K), Bank of America Corp DE ($371.37K), and World Investment Advisors LLC ($336.60K).

Institutional investors have bought a total of 3,216,277 shares in the last 24 months. This purchase volume represents approximately $125.39M in transactions.

Of the 40 institutional investors that sold Hartford Municipal Opportunities ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: HighTower Advisors LLC ($1.16M), Raymond James Financial Inc. ($163.21K), Merit Financial Group LLC ($105.88K), Fragasso Financial Advisors Inc ($82.57K), Mariner LLC ($75.87K), Montis Financial LLC ($54.85K), and Commonwealth Equity Services LLC ($49.00K).

Institutional investors have sold a total of 1,933,595 shares in the last 24 months. This volume of shares sold represents approximately $75.19M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:HMOP is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/13/2026. New 13F filings are added each quarter as they're published.
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