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Hartford Municipal Opportunities ETF (HMOP) Institutional Ownership

$38.79 0.00 (0.00%)
As of 10:44 AM Eastern
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Institutional Ownership Changes (13F Filings) for Hartford Municipal Opportunities ETF (NYSEARCA:HMOP)

Number of
Institutional Buyers
(last 12 months)
88
Total
Institutional Inflows
(last 12 months)
$127.75M
Number of
Institutional Sellers
(last 12 months)
39
Total
Institutional Outflows
(last 12 months)
$72.53M
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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
7/10/2026 Wealthcare Advisory Partners LLC141,018$5.52M0.1%-7.7%0.705%
7/9/2026 Legacy Wealth Management LLC617,517$24.17M1.3%+2.3%3.088%
7/8/2026 Stonehearth Capital Management LLC23,451$918K0.3%-3.6%0.117%
7/8/2026 Thrive Wealth Management LLC55,560$2.18M0.3%+27.1%0.278%
7/7/2026 GAMMA Investing LLC67,639$2.65M0.1%+13.6%0.338%
6/3/2026 NewEdge Advisors LLC87,750$3.40M0.0%+56.3%0.462%
5/22/2026 Verus Capital Partners LLC142,450$5.52M0.4%+15.6%0.750%
5/19/2026 NewEdge 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%
5/13/2026 Cetera Investment Advisers294,952$11.43M0.0%+9.6%1.552%
5/13/2026 Wealthspire 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%
5/5/2026 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%
4/27/2026World 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%
4/23/2026Wiser 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%
3/13/2026World Investment Advisors72,847$2.85M0.0%-2.4%0.416%
2/24/2026Anderson Financial Strategies LLC124,954$4.89M2.8%+0.8%0.713%
2/19/2026 Axxcess Wealth Management LLC14,482$566K0.0%+81.4%0.083%
2/18/2026 NewEdge 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%
2/17/2026 Cetera 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%
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2/17/2026Royal Bank of Canada5,480$214K0.0%-40.5%0.031%
2/17/2026Abound Financial LLC698$27K0.0%N/A0.004%
2/16/2026 MML Investors Services LLC59,105$2.31M0.0%+22.1%0.337%
2/16/2026Mariner LLC90,302$3.53M0.0%+71.4%0.515%
2/16/2026 Focus 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%
2/12/2026 Sepio Capital LP141,085$5.52M0.3%+11.1%0.805%
2/11/2026 Cedar 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%
2/11/2026 Capital Analysts LLC17,658$690K0.0%-20.4%0.101%
2/11/2026 Montis Financial LLC55,308$2.16M0.4%-33.3%0.316%
2/11/2026 LPL Financial LLC967,398$37.84M0.0%+19.1%5.522%
2/11/2026 JPMorgan Chase & Co.168,915$6.61M0.0%+49.6%0.964%
2/11/2026 Liberty 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%
2/11/2026 Verus 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%
2/10/2026 Northwestern 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%
2/6/2026 HighTower Advisors LLC199,715$7.81M0.0%-43.1%1.140%
2/5/2026 RiverFront Investment Group LLC119,642$4.68M0.1%+21.0%0.683%
2/5/2026 Blue 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%
2/4/2026World Investment Advisors72,847$2.85M0.0%-2.4%0.421%
2/4/2026 GGM 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%
2/2/2026 Benjamin 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%
1/28/2026 West 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%
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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%
1/23/2026 Integrated 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%


HMOP Institutional Ownership - Frequently Asked Questions

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), 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 116 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), Northwestern Mutual Wealth Management Co. ($477.57K), Apollon Wealth Management LLC ($473.39K), 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 3,275,682 shares in the last 24 months. This purchase volume represents approximately $127.75M in transactions.

Of the 39 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), Mariner LLC ($75.87K), Montis Financial LLC ($54.85K), Commonwealth Equity Services LLC ($49.00K), and World Investment Advisors ($33.49K).

Institutional investors have sold a total of 1,860,573 shares in the last 24 months. This volume of shares sold represents approximately $72.53M 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 7/10/2026. New 13F filings are added each quarter as they're published.
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