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Hartford Municipal Opportunities ETF (HMOP) Institutional Ownership

$39.05 -0.01 (-0.03%)
Closing price 09/12/2025 04:10 PM Eastern
Extended Trading
$39.06 +0.01 (+0.03%)
As of 09/12/2025 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)
79
Total
Institutional Inflows
(last 12 months)
$301.58M
Number of
Institutional Sellers
(last 12 months)
41
Total
Institutional Outflows
(last 12 months)
$36.73M
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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
9/4/2025 Osaic Holdings Inc.116,127$4.45M0.0%+9.7%0.757%
8/15/2025 Captrust Financial Advisors30,537$1.17M0.0%-39.3%0.199%
8/15/2025 MML Investors Services LLC57,390$2.20M0.0%+4.8%0.374%
8/15/2025 Bank of America Corp DE790,665$30.27M0.0%+8.3%5.151%
8/14/2025 Jane Street Group LLC51,923$1.99M0.0%+25.1%0.338%
8/14/2025 Raymond James Financial Inc.1,186,316$45.41M0.0%+3.7%7.728%
8/14/2025 NewEdge Advisors LLC48,748$1.87M0.0%-8.7%0.318%
8/13/2025 Flow Traders U.S. LLC22,529$862K0.0%+287.2%0.147%
8/13/2025 Sepio Capital LP109,274$4.18M0.3%-1.6%0.712%
8/13/2025 Bernardo Wealth Planning LLC121,210$4.64M1.0%-7.2%0.790%
8/13/2025 Northwestern Mutual Wealth Management Co.1,513,178$57.92M0.0%+22.3%9.858%
8/12/2025 J.W. Cole Advisors Inc.39,675$1.52M0.0%N/A0.258%
8/12/2025 RiverFront Investment Group LLC81,341$3.11M0.1%+14.2%0.530%
8/12/2025 Steward Partners Investment Advisory LLC721,130$27.61M0.2%+2.6%4.698%
8/12/2025 JPMorgan Chase & Co.100,724$3.86M0.0%+39.7%0.656%
8/8/2025 Avantax Advisory Services Inc.67,049$2.57M0.0%-3.0%0.439%
8/8/2025 Cetera Investment Advisers70,535$2.70M0.0%-2.2%0.462%
8/8/2025 Advyzon Investment Management LLC18,764$718K0.2%-12.0%0.123%
8/7/2025 Verus Capital Partners LLC9,498$364K0.0%N/A0.062%
8/5/2025 Westside Investment Management Inc.27,679$1.06M0.2%-9.4%0.181%
8/5/2025 Sigma Planning Corp14,190$543K0.0%+53.3%0.093%
8/4/2025 Amplius Wealth Advisors LLC25,055$959K0.1%-29.3%0.164%
8/4/2025 Savvy Advisors Inc.23,817$912K0.1%N/A0.156%
8/4/2025 World Investment Advisors94,893$3.63M0.1%-29.2%0.621%
8/1/2025 GGM Financials LLC92,069$3.52M0.7%+461.5%0.603%
8/1/2025 Envestnet Asset Management Inc.139,916$5.36M0.0%+39.5%0.916%
7/30/2025 Bleakley Financial Group LLC32,895$1.26M0.0%-35.7%0.215%
7/30/2025 Retirement Planning Group LLC49,381$1.89M0.1%+310.1%0.323%
7/30/2025 Princeton Global Asset Management LLC6,043$231K0.0%+80.9%0.040%
7/29/2025 Crux Wealth Advisors73,411$2.81M1.2%-2.5%0.481%
7/29/2025 Goldstein Advisors LLC505,155$19.34M2.6%-6.0%3.307%
7/29/2025 Stratos Wealth Partners LTD.25,707$984K0.0%+6.3%0.168%
7/29/2025 Consilio Wealth Advisors LLC115,349$4.41M1.6%-6.4%0.755%
7/28/2025 Cornerstone Wealth Group LLC32,322$1.24M0.1%N/A0.212%
7/25/2025 Landmark Wealth Management LLC58,517$2.24M1.0%-1.1%0.383%
7/25/2025 Apollon Financial LLC41,411$1.59M0.3%N/A0.271%
7/25/2025 Apollon Wealth Management LLC413,669$15.84M0.3%N/A2.708%
7/22/2025 Wealthcare Advisory Partners LLC159,290$6.10M0.1%-40.5%1.043%
7/22/2025 Strid Group LLC89,403$3.42M0.5%+1.3%0.585%
7/21/2025 Sterling Investment Counsel LLC40,701$1.56M0.9%-75.1%0.266%
7/18/2025 Vicus Capital10,813$414K0.0%-11.6%0.071%
7/17/2025 Legacy Wealth Management Inc501,436$19.20M1.2%-2.2%3.310%
7/17/2025 HB Wealth Management LLC5,645$216K0.0%-11.5%0.037%
7/17/2025 Janney Montgomery Scott LLC149,650$5.73M0.0%+2.5%0.988%
7/17/2025 Montis Financial LLC110,161$4.22M1.2%-27.1%0.727%
7/17/2025 Fifth Third Securities Inc.33,266$1.27M0.1%+32.6%0.220%
7/17/2025 ERn Financial LLC205,122$7.85M1.7%-1.3%1.354%
7/17/2025 Johnson & White Wealth Management LLC215,286$8.24M4.2%+5.6%1.421%
7/16/2025 Magnus Financial Group LLC31,762$1.22M0.1%-3.2%0.210%
7/15/2025 Signet Financial Management LLC21,953$840K0.1%-11.3%0.145%
7/14/2025 GAMMA Investing LLC28,917$1.11M0.1%-21.7%0.191%
7/14/2025 Masso Torrence Wealth Management Inc.26,390$1.01M0.5%+6.7%0.174%
7/9/2025 Thrive Wealth Management LLC46,227$1.77M0.3%+78.8%0.306%
7/8/2025 Richard P Slaughter Associates Inc35,827$1.37M0.3%+159.6%0.237%
7/1/2025 Stonehearth Capital Management LLC27,120$1.04M0.4%+14.0%0.180%
5/20/2025Focus Partners Wealth362,140$13.92M0.0%-0.8%2.605%
5/19/2025Jane Street Group LLC41,505$1.60M0.0%+28.6%0.299%
5/16/2025Sepio Capital LP111,083$4.27M0.3%+1.7%0.799%
5/16/2025NewEdge Advisors LLC53,366$2.05M0.0%+83.1%0.384%
5/15/2025Royal Bank of Canada126,922$4.88M0.0%-4.2%0.913%
5/14/2025Northwestern Mutual Wealth Management Co.1,237,203$47.57M0.0%+7.1%8.901%
5/14/2025Kestra Advisory Services LLC156,282$6.01M0.0%+11.8%1.124%
5/14/2025Capital Analysts LLC18,210$700K0.0%+30.7%0.131%
5/13/2025Steward Partners Investment Advisory LLC702,724$27.02M0.2%+28.3%5.056%
5/13/2025Raymond James Financial Inc.1,144,482$44.01M0.0%+1.6%8.234%
5/13/2025Cresset Asset Management LLC25,177$971K0.0%N/A0.181%
5/13/2025HighTower Advisors LLC1,659,080$63.79M0.1%+5.5%12.199%
5/9/2025West Michigan Advisors LLC5,978$230K0.1%-17.8%0.044%
5/9/2025Advyzon Investment Management LLC21,318$820K0.3%-1.5%0.157%
5/8/2025Harbour Investments Inc.4,311$166K0.0%+33.2%0.032%
5/7/2025LPL Financial LLC374,640$14.41M0.0%+27.0%2.755%
5/6/2025Cetera Investment Advisers72,100$2.77M0.0%-0.6%0.530%
5/6/2025Avantax Advisory Services Inc.69,147$2.66M0.0%+1.1%0.508%
5/5/2025Private Advisor Group LLC17,376$668K0.0%+15.2%0.128%
5/2/2025Montis Financial LLC151,064$5.81M1.7%-20.4%1.111%
5/2/2025Landmark Wealth Management LLC59,162$2.28M1.0%+9.4%0.435%
5/2/2025Sigma Planning Corp9,256$356K0.0%-3.2%0.068%
5/1/2025Fifth Third Securities Inc.25,086$965K0.1%+10.3%0.184%
4/30/2025Bernardo Wealth Planning LLC130,548$5.02M1.2%-0.6%0.960%
4/30/2025Stratos Wealth Partners LTD.24,183$930K0.0%N/A0.178%
4/30/2025Abound Financial LLC698$27K0.0%N/A0.005%
4/29/2025Envestnet Asset Management Inc.100,274$3.86M0.0%+15.2%0.737%
4/29/2025World Investment Advisors133,968$5.15M0.1%-61.2%0.985%
4/25/2025Strid Group LLC88,269$3.39M0.5%+7.3%0.649%
4/25/2025Naviter Wealth LLC79,413$3.06M0.4%+26.8%0.584%
4/25/2025Legacy Wealth Management Inc512,899$19.72M1.3%+2.3%3.771%
4/23/2025Goldstein Advisors LLC537,360$20.66M3.0%+3.5%3.951%
4/22/2025Cambridge Investment Research Advisors Inc.31,159$1.20M0.0%-16.7%0.229%
4/22/2025Madison Wealth Partners Inc7,411$285K0.1%-8.1%0.054%
4/22/2025Masso Torrence Wealth Management Inc.24,740$951K0.5%+7.9%0.182%
4/22/2025Bernardo Wealth Planning LLC130,548$5.02M1.2%-0.6%0.960%
4/21/2025ERn Financial LLC207,735$7.99M1.3%+0.4%1.527%
4/21/2025Sterling Investment Counsel LLC163,297$6.28M2.1%+347.2%1.201%
4/18/2025Cornerstone Wealth Management LLC30,966$1.19M0.1%+28.4%0.232%
4/17/2025Vicus Capital12,231$470K0.0%+5.3%0.092%
4/17/2025Janney Montgomery Scott LLC145,988$5.61M0.0%+7.0%1.094%
4/15/2025GAMMA Investing LLC36,935$1.42M0.1%+92.9%0.277%
4/15/2025Wealthcare Advisory Partners LLC267,788$10.30M0.3%+2.2%2.006%
4/15/2025Signet Financial Management LLC24,755$952K0.1%-11.7%0.185%
4/11/2025Princeton Global Asset Management LLC3,340$128K0.0%+24.5%0.025%
(Data available from 1/1/2016 forward)

HMOP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HMOP shares?

During the previous two years, 103 institutional investors and hedge funds held shares of Hartford Municipal Opportunities ETF. The most heavily invested institutionals were HighTower Advisors LLC ($63.79M), Northwestern Mutual Wealth Management Co. ($57.92M), Raymond James Financial Services Advisors Inc. ($53.45M), Raymond James Financial Inc. ($45.41M), Bank of America Corp DE ($30.27M), Steward Partners Investment Advisory LLC ($27.61M), and Goldstein Advisors LLC ($19.34M).Learn more on Hartford Municipal Opportunities ETF's institutional investors.

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

Of the 93 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 ($1.44M), HighTower Advisors LLC ($517.89K), Apollon Wealth Management LLC ($413.67K), Northwestern Mutual Wealth Management Co. ($397.72K), World Investment Advisors LLC ($336.60K), and Raymond James Financial Services Advisors Inc. ($280.02K).

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

Institutional investors have bought a total of 7,813,746 shares in the last 24 months. This purchase volume represents approximately $301.58M in transactions.

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

Of the 41 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: World Investment Advisors ($250.01K), Sterling Investment Counsel LLC ($210.13K), Wealthcare Advisory Partners LLC ($108.50K), Montis Financial LLC ($79.59K), Envestnet Asset Management Inc. ($49.36K), Goldstein Advisors LLC ($32.21K), and Bernardo Wealth Planning LLC ($29.35K).

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

Institutional investors have sold a total of 955,521 shares in the last 24 months. This volume of shares sold represents approximately $36.73M in transactions.


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This page (NYSEARCA:HMOP) was last updated on 9/14/2025 by MarketBeat.com Staff
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