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Hartford Municipal Opportunities ETF (HMOP) Institutional Ownership

$39.01 +0.02 (+0.05%)
As of 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Hartford Municipal Opportunities ETF (NYSEARCA:HMOP)

Number of
Institutional Buyers
(last 12 months)
96
Total
Institutional Inflows
(last 12 months)
$186.23M
Number of
Institutional Sellers
(last 12 months)
52
Total
Institutional Outflows
(last 12 months)
$88.67M
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HMOP Institutional Buying and Selling by Quarter

Hartford Municipal Opportunities ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
5/5/2026 Sigma Planning Corp7,957$308K0.0%+39.5%0.042%
5/5/2026 Avantax Planning Partners Inc.279,200$10.82M0.3%+74.7%1.469%
5/4/2026 Retirement Planning Group LLC101,917$3.95M0.1%+31.8%0.536%
5/1/2026 Fifth Third Bancorp3,042$118K0.0%N/A0.016%
4/30/2026 Kestra Advisory Services LLC175,786$6.81M0.0%+6.4%0.928%
4/28/2026 Evolution Wealth Management Inc.7,751$300K0.2%+49.2%0.041%
4/27/2026 HB Wealth Management LLC8,258$320K0.0%+7.6%0.044%
4/27/2026 World Investment Advisors63,229$2.45M0.0%-13.2%0.335%
4/27/2026 Private Advisor Group LLC38,227$1.48M0.0%+16.3%0.203%
4/23/2026 Apollon Financial LLC68,767$2.66M0.4%+30.0%0.365%
4/23/2026 Wiser Advisor Group LLC45,224$1.75M2.1%-3.9%0.240%
4/23/2026 Apollon Wealth Management LLC473,390$18.34M0.3%+7.1%2.514%
4/23/2026 Vicus Capital23,677$917K0.1%+20.0%0.126%
4/22/2026 Princeton Global Asset Management LLC10,007$388K0.1%+37.7%0.053%
4/22/2026 Cornerstone Wealth Group LLC33,524$1.31M0.1%+10.5%0.178%
4/18/2026 Stonehearth Capital Management LLC24,326$942K0.4%+3.1%0.130%
4/16/2026 Evolve Private Wealth LLC31,804$1.23M0.1%+17.6%0.169%
3/13/2026 World Investment Advisors72,847$2.85M0.0%-2.4%0.416%
2/24/2026Anderson Financial Strategies LLC124,954$4.89M2.8%+0.8%0.713%
2/19/2026 Axxcess 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%
2/18/2026 Evolve 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%
2/17/2026 Abound Financial LLC698$27K0.0%N/A0.004%
2/16/2026 MML 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%
2/13/2026 Kestra Advisory Services LLC165,197$6.46M0.0%+10.8%0.943%
2/13/2026Advyzon Investment Management LLC20,852$816K0.1%+8.1%0.119%
2/13/2026 Consilio 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%
2/12/2026 Commonwealth 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%
2/11/2026 Janney 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%
2/11/2026 OneAscent Financial Services LLC25,308$990K0.1%+34.9%0.144%
2/11/2026 J.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%
2/10/2026 Evolution Wealth Management Inc.5,195$203K0.2%+76.3%0.030%
2/10/2026 Goldstein 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%
2/6/2026 Axxcess 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%
2/5/2026 Avantax Planning Partners Inc.159,807$6.25M0.2%-2.1%0.912%
2/5/2026 Cornerstone Wealth Management LLC41,223$1.61M0.1%+8.5%0.235%
2/5/2026 Johnson & White Wealth Management LLC254,880$9.97M4.3%+3.7%1.455%
2/5/2026 Landmark Wealth Management LLC54,445$2.13M0.8%-7.5%0.311%
2/4/2026 World Investment Advisors72,847$2.85M0.0%-2.4%0.421%
2/4/2026GGM Financials LLC175,153$6.85M3.3%+10.5%1.012%
2/3/2026 Retirement Planning Group LLC77,305$3.02M0.1%+18.3%0.447%
2/2/2026 Truist Financial Corp7,922$310K0.0%+44.0%0.046%
2/2/2026Benjamin Edwards Inc.6,801$266K0.0%+9.2%0.039%
1/30/2026 Barnes 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%
1/28/2026 Arkansas Financial Group Inc.14,521$568K0.1%N/A0.085%
1/28/2026West Michigan Advisors LLC5,877$231K0.1%+4.5%0.034%
1/28/2026 HB Wealth Management LLC7,677$300K0.0%+7.1%0.045%
1/27/2026 RTD Financial Advisors Inc.24,288$950K0.1%N/A0.141%
1/26/2026 Merit Financial Group LLC52,821$2.07M0.0%+84.9%0.308%
1/26/2026 Cornerstone Wealth Group LLC30,330$1.19M0.1%-7.8%0.177%
1/26/2026CWM LLC14,551$569K0.0%N/A0.085%
1/26/2026 Bernardo Wealth Planning LLC129,175$5.05M1.0%+4.2%0.752%
1/23/2026 Farther Finance Advisors LLC28,362$1.11M0.0%N/A0.168%
1/23/2026Integrated Wealthcare LLC253,825$9.93M8.3%N/A1.500%
1/23/2026 Fifth Third Securities Inc.45,436$1.78M0.1%+4.4%0.269%
1/22/2026 Apollon Financial LLC52,882$2.07M0.3%+5.0%0.313%
1/22/2026 Apollon Wealth Management LLC441,970$17.29M0.3%+3.1%2.612%
1/22/2026 Vicus Capital19,725$771K0.1%+34.2%0.117%
1/21/2026 Crux Wealth Advisors68,318$2.67M1.0%-7.2%0.404%
1/21/2026 Flagship Harbor Advisors LLC4,067$159K0.0%N/A0.024%
1/21/2026 Legacy Wealth Management Inc596,389$23.33M1.3%+8.9%3.525%
1/21/2026 Stonebridge Financial Group LLC10,355$405K0.0%N/A0.061%
1/20/2026 Princeton Global Asset Management LLC7,268$284K0.0%+20.3%0.043%
1/20/2026Savvy Advisors Inc.21,796$852K0.0%-1.7%0.129%
1/20/2026 Stratos Wealth Partners LTD.25,542$999K0.0%+7.7%0.151%
1/14/2026 Wealthcare Advisory Partners LLC138,424$5.41M0.1%-10.0%0.818%
1/13/2026 Stonehearth Capital Management LLC23,600$923K0.3%-20.1%0.139%
1/12/2026 Richard P Slaughter Associates Inc34,843$1.36M0.3%+4.7%0.206%
1/12/2026 Amplius Wealth Advisors LLC18,221$713K0.1%-1.6%0.108%
1/12/2026 Certified Advisory Corp8,108$317K0.0%+5.8%0.048%
1/8/2026Signet Financial Management LLC22,185$868K0.1%+6.0%0.133%
1/7/2026 Magnus Financial Group LLC29,932$1.17M0.1%-4.1%0.179%


HMOP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HMOP shares?

During the previous two years, 121 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), Raymond James Financial Services Advisors Inc. ($53.45M), Raymond James Financial Inc. ($39.87M), LPL Financial LLC ($37.84M), Bank of America Corp DE ($36.71M), Steward Partners Investment Advisory LLC ($30.12M), and Legacy Wealth Management Inc ($23.33M).Learn more on Hartford Municipal Opportunities ETF's institutional investors.

Which institutional investors have been buying Hartford Municipal Opportunities ETF's stock?

Of the 117 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 ($1.45M), Northwestern Mutual Wealth Management Co. ($477.57K), Apollon Wealth Management LLC ($473.39K), HighTower Advisors LLC ($418.62K), World Investment Advisors LLC ($336.60K), and LPL Financial LLC ($321.43K).

How much institutional buying is happening at Hartford Municipal Opportunities ETF?

Institutional investors have bought a total of 4,803,593 shares in the last 24 months. This purchase volume represents approximately $186.23M in transactions.

Which of Hartford Municipal Opportunities ETF's major shareholders have been selling company stock?

Of the 52 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), Wealthcare Advisory Partners LLC ($129.36K), Sterling Investment Counsel LLC ($122.60K), Merit Financial Group LLC ($105.88K), Montis Financial LLC ($95.76K), and Mariner LLC ($75.87K).

How much institutional selling is happening at Hartford Municipal Opportunities ETF?

Institutional investors have sold a total of 2,282,602 shares in the last 24 months. This volume of shares sold represents approximately $88.67M in transactions.



This page (NYSEARCA:HMOP) was last updated on 5/5/2026 by MarketBeat.com Staff.
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