Vault-13

HARTFORD FDS EXCHANGE TRADED HMOP

MUN OPORTUNITE · ETP · CUSIP 41653L503

84 institutional holders -3 vs Q4 2024
11,435,59611.4m shares reported held*
$439.8mreported value*
6 new 47 added 19 reduced 9 sold out net bought ≈ $6.5m (+169.0k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $38.46.

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 54Q4 22: 58Q1 23: 60Q2 23: 63Q3 23: 68Q4 23: 72Q1 24: 69Q2 24: 77Q3 24: 79Q4 24: 87Q1 25: 8484Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 202254
Q4 202258
Q1 202360
Q2 202363
Q3 202368
Q4 202372
Q1 202469
Q2 202477
Q3 202479
Q4 202487
Q1 202584

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q2 23: 40 bought or addedQ2 23: 22 cut or sold outQ3 23: 38 bought or addedQ3 23: 29 cut or sold outQ3 23Q4 23: 35 bought or addedQ4 23: 30 cut or sold outQ1 24: 38 bought or addedQ1 24: 27 cut or sold outQ1 24Q2 24: 49 bought or addedQ2 24: 21 cut or sold outQ3 24: 45 bought or addedQ3 24: 29 cut or sold outQ3 24Q4 24: 55 bought or addedQ4 24: 22 cut or sold outQ1 25: 53 bought or addedQ1 25: 28 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 20234022
Q3 20233829
Q4 20233530
Q1 20243827
Q2 20244921
Q3 20244529
Q4 20245522
Q1 20255328

Biggest buyers

Johnson & White Wealth Management, LLC New +203,861+203.9k
Steward Partners Investment Advisory, LLC Added +155,195+155.2k
BANK OF AMERICA CORP /DE/ Added +134,565+134.6k
Sterling Investment Counsel, LLC Added +126,778+126.8k
HighTower Advisors, LLC Added +86,456+86.5k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added +81,481+81.5k
LPL Financial LLC Added +79,676+79.7k
Cresset Asset Management, LLC New +25,177+25.2k
NewEdge Advisors, LLC Added +24,213+24.2k
Stratos Wealth Partners, LTD. New +24,183+24.2k

Biggest sellers

Focus Partners Wealth Reduced -368,184-368.2k
Legacy CG, LLC Sold out -312,475-312.5k
World Investment Advisors Reduced -210,934-210.9k
CENTRAL VALLEY ADVISORS, LLC Sold out -50,427-50.4k
Montis Financial, LLC Reduced -38,683-38.7k
Sanctuary Advisors, LLC Reduced -23,329-23.3k
Creative Planning Sold out -13,802-13.8k
OLD MISSION CAPITAL LLC Sold out -7,024-7.0k
AXXCESS WEALTH MANAGEMENT, LLC Sold out -6,955-7.0k
Cambridge Investment Research Advisors, Inc. Reduced -6,225-6.2k

Holders, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 HighTower Advisors, LLC 0.09% of their portfolio CHICAGO, IL 1,659,0801.7m $63.8m $63.8m 0.09% Added +86.5k +86,456
2 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.04% of their portfolio MILWAUKEE, WI 1,237,2031.2m $47.6m $47.6m 0.04% Added +81.5k +81,481
3 RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio ST. PETERSBURG, FL 1,144,4821.1m $44.0m $44.0m 0.02% Added +17.7k +17,691
4 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 729,858729.9k $28.1m $28.1m 0.00% Added +134.6k +134,565
5 Steward Partners Investment Advisory, LLC 0.24% of their portfolio STAMFORD, CT 702,724702.7k $27.0m $27.0m 0.24% Added +155.2k +155,195
6 Goldstein Advisors, LLC 3.02% of their portfolio Madison, WI 537,360537.4k $20.7m $20.7m 3.02% Added +18.1k +18,134
7 Legacy Wealth Management, LLC 1.31% of their portfolio MEMPHIS, TN 512,899512.9k $19.7m $19.7m 1.31% Added +11.5k +11,521
8 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 374,640374.6k $14.4m $14.4m 0.01% Added +79.7k +79,676
9 Focus Partners Wealth 0.03% of their portfolio ST LOUIS, MO 362,140362.1k $13.9m $13.9m 0.03% Reduced -368.2k -368,184
10 Wealthcare Advisory Partners LLC 0.28% of their portfolio WEST CHESTER, PA 267,788267.8k $10.3m $10.3m 0.28% Added +5.7k +5,709
11 ERn Financial, LLC 1.26% of their portfolio MIDDLETON, WI 207,735207.7k $8.0m $8.0m 1.26% Added +789 +789
12 Johnson & White Wealth Management, LLC 4.40% of their portfolio YORK, PA 203,861203.9k $7.8m $7.8m 4.40% New
13 Sterling Investment Counsel, LLC 2.15% of their portfolio Buffalo, NY 163,297163.3k $6.3m $6.3m 2.15% Added +126.8k +126,778
14 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 159,373159.4k $6.1m $6.1m 0.01% Added +4.5k +4,534
15 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 156,282156.3k $6.0m $6.0m 0.03% Added +16.5k +16,511
16 Montis Financial, LLC 1.71% of their portfolio WALTHAM, MA 151,064151.1k $5.8m $5.8m 1.71% Reduced -38.7k -38,683
17 Janney Montgomery Scott LLC 0.02% of their portfolio PHILADELPHIA, PA 145,988146.0k $5.6m $5.6m 0.02% Added +9.5k +9,542
18 World Investment Advisors 0.13% of their portfolio LINCROFT, NJ 133,968134.0k $5.2m $5.2m 0.13% Reduced -210.9k -210,934
19 Mariner, LLC 0.01% of their portfolio Overland Park, KS 132,414132.4k $5.1m $5.1m 0.01% Added +11.9k +11,855
20 Bernardo Wealth Planning LLC 1.20% of their portfolio HARLEYSVILLE, PA 130,548130.5k $5.0m $5.0m 1.20% Reduced -777 -777
21 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 126,922126.9k $4.9m $4.9m 0.00% Reduced -5.6k -5,603
22 CONSILIO WEALTH ADVISORS, LLC 1.98% of their portfolio BELLEVUE, WA 123,186123.2k $4.7m $4.7m 1.98% Added +10.8k +10,821
23 Henderson Brothers Financial Partners, LLC 2.21% of their portfolio PITTSBURGH, PA 112,550112.5k $4.4m $4.4m 2.21% First filing
24 Sepio Capital, LP 0.34% of their portfolio Salt Lake City, UT 111,083111.1k $4.3m $4.3m 0.34% Added +1.9k +1,867
25 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 105,903105.9k $4.1m $4.1m 0.01% Added +19.6k +19,577
26 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 100,274100.3k $3.9m $3.9m 0.00% Added +13.2k +13,223
27 Merit Financial Group, LLC 0.05% of their portfolio ALPHARETTA, GA 91,72491.7k $3.5m $3.5m 0.05% Added +4.0k +3,975
28 Strid Group, LLC 0.53% of their portfolio NEWTOWN SQUARE, PA 88,26988.3k $3.4m $3.4m 0.53% Added +6.0k +6,002
29 Naviter Wealth, LLC 0.37% of their portfolio LITTLE ROCK, AR 79,41379.4k $3.1m $3.1m 0.37% Added +16.8k +16,769
30 CRUX WEALTH ADVISORS 1.51% of their portfolio LONG BEACH, CA 75,29975.3k $2.9m $2.9m 1.51% Reduced -4.8k -4,759
31 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 72,11672.1k $2.8m $2.8m 0.00% Added +13.0k +13,009
32 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 72,10072.1k $2.8m $2.8m 0.01% Reduced -467 -467
33 RiverFront Investment Group, LLC 0.06% of their portfolio RICHMOND, VA 71,20071.2k $2.7m $2.7m 0.06% Added +7.6k +7,597
34 AVANTAX ADVISORY SERVICES, INC. 0.02% of their portfolio DALLAS, TX 69,14769.1k $2.7m $2.7m 0.02% Added +739 +739
35 Landmark Wealth Management, LLC 1.00% of their portfolio MELVILLE, NY 59,16259.2k $2.3m $2.3m 1.00% Added +5.1k +5,102
36 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 54,76154.8k $2.1m $2.1m 0.01% Added +4.1k +4,100
37 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 53,36653.4k $2.1m $2.1m 0.01% Added +24.2k +24,213
38 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 51,89451.9k $2.0m $2.0m 0.00% Added +11.2k +11,152
39 Bleakley Financial Group, LLC 0.06% of their portfolio PARSIPPANY, NJ 51,15151.2k $2.0m $2.0m 0.06% Reduced -102 -102
40 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 50,33650.3k $1.9m $1.9m 0.00% Added +599 +599
41 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 41,50541.5k $1.6m $1.6m 0.00% Added +9.2k +9,243
42 GAMMA Investing LLC 0.11% of their portfolio FOSTER CITY, CA 36,93536.9k $1.4m $1.4m 0.11% Added +17.8k +17,791
43 Amplius Wealth Advisors, LLC 0.14% of their portfolio BLUE BELL, PA 35,42635.4k $1.4m $1.4m 0.14% Reduced -880 -880
44 Magnus Financial Group LLC 0.12% of their portfolio NEW YORK, NY 32,82632.8k $1.3m $1.3m 0.12% Reduced -233 -233
45 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 31,15931.2k $1.2m $1.2m 0.00% Reduced -6.2k -6,225
46 Cornerstone Wealth Management, LLC 0.08% of their portfolio ST. PETERS, MO 30,96631.0k $1.2m $1.2m 0.08% Added +6.9k +6,856
47 Westside Investment Management, Inc. 0.25% of their portfolio SANTA MONICA, CA 30,55930.6k $1.2m $1.2m 0.25% Unchanged
48 Thrive Wealth Management, LLC 0.19% of their portfolio AUDUBON, PA 25,85325.9k $994.0k $994.0k 0.19% Added +3.1k +3,110
49 Cresset Asset Management, LLC 0.00% of their portfolio Chicago, IL 25,17725.2k $970.6k $970.6k 0.00% New
50 Fifth Third Securities, Inc. 0.08% of their portfolio Cincinnati, OH 25,08625.1k $964.6k $964.6k 0.08% Added +2.3k +2,344
51 SIGNET FINANCIAL MANAGEMENT, LLC 0.13% of their portfolio PARSIPPANY, NJ 24,75524.8k $951.8k $951.8k 0.13% Reduced -3.3k -3,268
52 Masso Torrence Wealth Management Inc. 0.51% of their portfolio MARLTON, NJ 24,74024.7k $951.3k $951.3k 0.51% Added +1.8k +1,805
53 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 24,20324.2k $930.6k $930.6k 0.01% Reduced -23.3k -23,329
54 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 24,18324.2k $929.8k $929.8k 0.01% New
55 Stonehearth Capital Management, LLC 0.38% of their portfolio DANVERS, MA 23,78823.8k $914.6k $914.6k 0.38% Added +10.8k +10,770
56 Avantax Planning Partners, Inc. 0.03% of their portfolio DUBUQUE, IA 23,77523.8k $914.1k $914.1k 0.03% Added +242 +242
57 Advyzon Investment Management, LLC 0.29% of their portfolio LISLE, IL 21,31821.3k $819.7k $819.7k 0.29% Reduced -331 -331
58 DONALDSON CAPITAL MANAGEMENT, LLC 0.03% of their portfolio EVANSVILLE, IN 19,13819.1k $735.9k $735.9k 0.03% Unchanged
59 Capital Analysts, LLC 0.03% of their portfolio FORT WASHINGTON, PA 18,21018.2k $700.0k $700.0k 0.03% Added +4.3k +4,280
60 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 17,37617.4k $668.1k $668.1k 0.00% Added +2.3k +2,291
61 GGM Financial LLC 0.43% of their portfolio COLUMBUS, OH 16,39716.4k $630.5k $630.5k 0.43% Added +2.1k +2,098
62 Richard P Slaughter Associates Inc 0.12% of their portfolio AUSTIN, TX 13,80213.8k $530.7k $530.7k 0.12% Reduced -903 -903
63 VICUS CAPITAL 0.04% of their portfolio STATE COLLEGE, PA 12,23112.2k $470.3k $470.3k 0.04% Added +615 +615
64 Retirement Planning Group, LLC 0.02% of their portfolio LEAWOOD, KS 12,04012.0k $462.9k $462.9k 0.02% New
65 ARMSTRONG ADVISORY GROUP, INC 0.03% of their portfolio NEEDHAM, MA 10,50010.5k $405.9k $405.9k 0.03% Unchanged
66 Focus Partners Advisor Solutions, LLC 0.01% of their portfolio SAINT LOUIS, MO 9,2959.3k $357.4k $357.4k 0.01% Unchanged
67 Sigma Planning Corp 0.01% of their portfolio ANN ARBOR, MI 9,2569.3k $355.9k $355.9k 0.01% Reduced -310 -310
68 COMERICA BANK 0.00% of their portfolio DALLAS, TX 9,0529.1k $348.1k $348.1k 0.00% Unchanged
69 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 8,4438.4k $324.6k $324.6k 0.00% Unchanged
70 OneAscent Financial Services LLC 0.02% of their portfolio BIRMINGHAM, AL 8,4228.4k $324.0k $324.0k 0.02% Added +258 +258
71 Madison Wealth Partners, Inc 0.07% of their portfolio MADISON, WI 7,4117.4k $285.0k $285.0k 0.07% Reduced -657 -657
72 AdvisorNet Financial, Inc 0.02% of their portfolio MINNETONKA, MN 6,7556.8k $259.7k $259.7k 0.02% Added +5 +5
73 Friday Financial 0.15% of their portfolio DUBUQUE, IA 6,4436.4k $248.0k $248.0k 0.15% Unchanged
74 HB Wealth Management, LLC 0.00% of their portfolio Atlanta, GA 6,3806.4k $245.3k $245.3k 0.00% Unchanged
75 WEST MICHIGAN ADVISORS, LLC 0.08% of their portfolio HOLLAND, MI 5,9786.0k $230.5k $230.5k 0.08% Reduced -1.3k -1,293
76 FLOW TRADERS U.S. LLC 0.01% of their portfolio NEW YORK, NY 5,8185.8k $224.0k $224.0k 0.01% New
77 FLPUTNAM INVESTMENT MANAGEMENT CO 0.00% of their portfolio PORTLAND, ME 5,6015.6k $215.4k $215.4k 0.00% Unchanged
78 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 4,3114.3k $165.8k $165.8k 0.00% Added +1.1k +1,075
79 Princeton Global Asset Management LLC 0.03% of their portfolio PRINCETON, NJ 3,3403.3k $128.4k $128.4k 0.03% Added +658 +658
80 Longview Financial Advisors LLC 0.08% of their portfolio SAN RAFAEL, CA 3,0303.0k $116.5k $116.5k 0.08% Unchanged
81 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 855855 $32.9k $32.9k 0.00% Added +660 +660
82 ABOUND FINANCIAL, LLC 0.01% of their portfolio GRANITE BAY, CA 698698 $26.8k $26.8k 0.01% New
83 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 00 $15 $15 0.00% Reduced -1 -1
84 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged