HMOP Institutional Ownership
Hartford Municipal Opportunities ETF
1W: -0.1%
1M: -3.6%
3M: -5.7%
YTD: -5.0%
1Y: -4.7%
3Y: +8.0%
5Y: -1.0%
$36.96
-0.15 (-0.40%)
Weekly Expected Move ±0.8%
$36
$37
$37
$37
$38
Overview
Chart
Holdings
Changes
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Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
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Institutional Ownership — HMOP
134
Institutional Holders
+9 vs prior quarter
0.0%
Ownership
+0.00pp
629M
Total Invested
15
New Positions
62
Increased
43
Reduced
7
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (137 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 1,693,868 | $63M | -89,459 | -5.0% | 29Q | SEC ↗ |
| 2 | RAYMOND JAMES FINANCIAL INC | 1,641,662 | $61M | +79,204 | +5.1% | 7Q | SEC ↗ |
| 3 | LPL Financial LLC | 1,286,412 | $48M | +227,613 | +21.5% | 29Q | SEC ↗ |
| 4 | BANK OF AMERICA CORP /DE | 1,122,049 | $41M | +39,006 | +3.6% | 15Q | SEC ↗ |
| 5 | Steward Partners Investment Advisory, | 807,346 | $30M | -5,608 | -0.7% | 29Q | SEC ↗ |
| 6 | Legacy Wealth Management, LLC | 617,517 | $23M | +14,050 | +2.3% | 15Q | SEC ↗ |
| 7 | Apollon Wealth Management, LLC | 574,747 | $21M | +101,357 | +21.4% | 5Q | SEC ↗ |
| 8 | Goldstein Advisors, LLC | 546,282 | $20M | +22,794 | +4.4% | 15Q | SEC ↗ |
| 9 | JONES FINANCIAL COMPANIES LLLP | 406,292 | $15M | +127,247 | +45.6% | 9Q | SEC ↗ |
| 10 | Focus Partners Wealth | 371,241 | $14M | +371,241 | — | 8Q | SEC ↗ |
| 11 | Johnson & White Wealth Management, LLC | 314,557 | $12M | +5,345 | +1.7% | 6Q | SEC ↗ |
| 12 | Fragasso Financial Advisors Inc | 296,157 | $11M | +15,517 | +5.5% | 3Q | SEC ↗ |
| 13 | Cetera Investment Advisers | 293,030 | $11M | -1,922 | -0.7% | 10Q | SEC ↗ |
| 14 | Sepio Capital, LP | 290,404 | $11M | +23,901 | +9.0% | 21Q | SEC ↗ |
| 15 | Avantax Planning Partners, Inc. | 282,628 | $10M | +3,428 | +1.2% | 18Q | SEC ↗ |
| 16 | INTEGRATED WEALTHCARE, LLC | 253,027 | $9M | +1,959 | +0.8% | 3Q | SEC ↗ |
| 17 | GGM Financial LLC | 248,505 | $9M | +34,243 | +16.0% | 7Q | SEC ↗ |
| 18 | JPMORGAN CHASE & CO | 245,363 | $9M | +42,207 | +20.8% | 12Q | SEC ↗ |
| 19 | ERn Financial, LLC | 208,729 | $8M | +2 | +0.0% | 15Q | SEC ↗ |
| 20 | Blue Water Asset Management | 206,678 | $8M | -17,086 | -7.6% | 3Q | SEC ↗ |
| 21 | Per Stirling Capital Management, LLC. | 202,754 | $7M | +15,123 | +8.1% | 3Q | SEC ↗ |
| 22 | Kestra Advisory Services, LLC | 189,048 | $7M | +13,262 | +7.5% | 9Q | SEC ↗ |
| 23 | HighTower Advisors, LLC | 167,888 | $6M | -7,746 | -4.4% | 13Q | SEC ↗ |
| 24 | Janney Montgomery Scott LLC NEW | 167,183 | $6M | — | +0.0% | 1Q | SEC ↗ |
| 25 | RiverFront Investment Group, LLC | 160,753 | $6M | +24,316 | +17.8% | 14Q | SEC ↗ |
| 26 | VERUS CAPITAL PARTNERS, LLC | 150,118 | $6M | +7,668 | +5.4% | 5Q | SEC ↗ |
| 27 | Anderson Financial Strategies, LLC | 141,826 | $5M | +11,838 | +9.1% | 4Q | SEC ↗ |
| 28 | Wealthcare Advisory Partners LLC | 141,018 | $5M | -11,845 | -7.7% | 16Q | SEC ↗ |
| 29 | CWM, LLC | 140,442 | $5M | +125,891 | +865.2% | 2Q | SEC ↗ |
| 30 | Bernardo Wealth Planning LLC | 134,295 | $5M | -978 | -0.7% | 15Q | SEC ↗ |
| 31 | Henderson Brothers Financial Partners, | 131,048 | $5M | -112,825 | -46.3% | 2Q | SEC ↗ |
| 32 | OSAIC HOLDINGS, INC. | 123,363 | $5M | +27,348 | +28.5% | 21Q | SEC ↗ |
| 33 | Retirement Planning Group, LLC | 122,346 | $5M | +20,429 | +20.0% | 6Q | SEC ↗ |
| 34 | CONSILIO WEALTH ADVISORS, LLC | 120,221 | $4M | +2,658 | +2.3% | 18Q | SEC ↗ |
| 35 | Uniting Wealth Partners, LLC | 115,131 | $4M | -6,638 | -5.5% | 2Q | SEC ↗ |
| 36 | Strid Group, LLC | 106,597 | $4M | +1,352 | +1.3% | 31Q | SEC ↗ |
| 37 | COMMONWEALTH EQUITY SERVICES, LLC | 105,123 | $4M | +18,023 | +20.7% | 27Q | SEC ↗ |
| 38 | EP Wealth Advisors, LLC NEW | 85,193 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 39 | NewEdge Advisors, LLC | 85,138 | $3M | -2,612 | -3.0% | 12Q | SEC ↗ |
| 40 | JANE STREET GROUP, LLC | 75,032 | $3M | -3,129 | -4.0% | 8Q | SEC ↗ |
| 41 | MML INVESTORS SERVICES, LLC | 73,506 | $3M | +29,374 | +66.6% | 17Q | SEC ↗ |
| 42 | RTD Financial Advisors, Inc. | 71,176 | $3M | +18,729 | +35.7% | 3Q | SEC ↗ |
| 43 | Mariner, LLC | 70,406 | $3M | -44,117 | -38.5% | 15Q | SEC ↗ |
| 44 | Apollon Financial, LLC | 69,161 | $3M | +394 | +0.6% | 5Q | SEC ↗ |
| 45 | GAMMA Investing LLC | 67,639 | $2M | +8,078 | +13.6% | 11Q | SEC ↗ |
| 46 | Landmark Wealth Management, LLC | 66,532 | $2M | +1,736 | +2.7% | 19Q | SEC ↗ |
| 47 | ENVESTNET ASSET MANAGEMENT INC | 65,989 | $2M | +17,080 | +34.9% | 27Q | SEC ↗ |
| 48 | NATIXIS ADVISORS, LLC | 64,004 | $2M | +39,199 | +158.0% | 3Q | SEC ↗ |
| 49 | World Investment Advisors | 63,229 | $2M | — | +0.0% | 8Q | SEC ↗ |
| 50 | Elequin Capital, LP | 62,992 | $2M | +55,629 | +755.5% | 2Q | SEC ↗ |
Recent Activity
New Positions (15)
| Holder | Shares | Value |
|---|---|---|
| Janney Montgomery Scott LLC | 167,183 | $6M |
| EP Wealth Advisors, LLC | 85,193 | $3M |
| IHT Wealth Management, LLC | 50,281 | $2M |
| AXXCESS WEALTH MANAGEMENT, LLC | 22,378 | $827K |
| PRAIRIE ADVISORY, LLC | 10,645 | $393K |
| Vise Technologies, Inc. | 8,097 | $299K |
| &PARTNERS | 7,560 | $279K |
| NICOLET BANKSHARES INC | 7,098 | $262K |
| XY Planning Network, Inc. | 6,276 | $232K |
| Trajan Wealth LLC | 5,552 | $205K |
| MERCER GLOBAL ADVISORS INC /ADV | 2,615 | $97K |
| Harborfront Financial Group LLC | 2,482 | $92K |
| FWL INVESTMENT MANAGEMENT, LLC | 281 | $10K |
| Integrated Wealth Concepts LLC | 122 | $5K |
| Quent Capital, LLC | 50 | $2K |
Sold Out (8)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| LeClair Wealth Partners LLC | 223,764 | $8M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 19,353 | $715K |
| Independent Advisor Alliance | 10,976 | $406K |
| Certified Advisory Corp | 8,161 | $302K |
| LIBERTY SQUARE WEALTH PARTNERS LLC | 6,598 | $244K |
| FLAGSHIP HARBOR ADVISORS, LLC | 4,067 | $150K |
| Basepoint Wealth LLC | 10 | $0K |
| UBS Group AG | 5 | $0K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Focus Partners Wealth | +371,241 | — | 371,241 |
| LPL Financial LLC | +227,613 | +21.5% | 1,286,412 |
| JONES FINANCIAL COMPANIES LLLP | +127,247 | +45.6% | 406,292 |
| CWM, LLC | +125,891 | +865.2% | 140,442 |
| Apollon Wealth Management, LLC | +101,357 | +21.4% | 574,747 |
| RAYMOND JAMES FINANCIAL INC | +79,204 | +5.1% | 1,641,662 |
| Elequin Capital, LP | +55,629 | +755.5% | 62,992 |
| WELLS FARGO & COMPANY/MN | +48,519 | +4851900.0% | 48,520 |
| JPMORGAN CHASE & CO | +42,207 | +20.8% | 245,363 |
| NATIXIS ADVISORS, LLC | +39,199 | +158.0% | 64,004 |
| BANK OF AMERICA CORP /DE | +39,006 | +3.6% | 1,122,049 |
| GGM Financial LLC | +34,243 | +16.0% | 248,505 |
| MML INVESTORS SERVICES, LLC | +29,374 | +66.6% | 73,506 |
| OSAIC HOLDINGS, INC. | +27,348 | +28.5% | 123,363 |
| RiverFront Investment Group, LLC | +24,316 | +17.8% | 160,753 |
| Sepio Capital, LP | +23,901 | +9.0% | 290,404 |
| Goldstein Advisors, LLC | +22,794 | +4.4% | 546,282 |
| Private Advisor Group, LLC | +22,637 | +59.2% | 60,864 |
| Cambridge Investment Research Advis | +20,558 | +59.2% | 55,272 |
| Retirement Planning Group, LLC | +20,429 | +20.0% | 122,346 |