HMOP · Hartford Municipal Opportunities ETF ETF

Alerts for HMOP

$38.25 +0.02 (+0.05%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 1

Total Value: $1,365,925

Total Shares: 34,894

Institutional Ownership Trend

19 quarters

Holder Concentration

Across 1 13F filers · Δ vs Jun 30, 2024

Top Holder

100.0%

+63.9 pts

Top 5

100.0%

+17.8 pts

Top 10

100.0%

+7.0 pts

HHI

10,000

Highly concentrated+7,771

Quarterly Activity

vs Jun 30, 2024

New

1

Increased

0

Decreased

0

Sold Out

28

Unchanged

0

Holder count: -27

Institutional value: -99.0%

Shares held: -99.0%

Top New Positions

vs Jun 30, 2024

Institution	Acquired	Value (USD)	Open
Mega CITADEL ADVISORS LLC	34,894	$1,365,925

Top Sold-Out Positions

vs Jun 30, 2024

Institution	Previously Held	Last Value (USD)	Open
Large HighTower Advisors, LLC	1,240,458	$48,005,724
Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	905,363	$35,037,548
Mega BANK OF AMERICA CORP /DE/	455,093	$17,612,098
Large Kestra Advisory Services, LLC	110,849	$4,289,856
Small Sepio Capital, LP	108,550	$4,200,885

Filter: New 1 Increased 0 Reduced 0 Sold out 28 Unchanged 0

Showing 1 of 1

All Common Calls Puts

Compact Export CSV

CITADEL ADVISORS LLC HMOP

$1,365,925

100.00%

34,894

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	34,894	$1,365,925	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MERRILL LYNCH, PIERCE, FENNER & SMITH INC.	326,949	$12,652,926	71.8%	Defined
MANAGED ACCOUNT ADVISORS LLC	128,144	$4,959,172	28.2%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	92,124	$3,565,198	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MARINER INDEPENDENT ADVISOR NETWORK, LLC	11,813	$457,163	26.7%	Other
Held directly	32,409	$1,254,228	73.3%	Sole

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	37,774	$1,461,853	98.4%	Defined
American Portfolios Advisors	630	$24,381	1.6%	Sole

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Truist Advisory Services, Inc.	8,443	$326,744	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PRUCO SECURITIES, LLC.	7,625	$295,087	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
J.P. Morgan Securities LLC	1,009	$39,048	50.9%	Defined
55I, LLC	974	$37,693	49.1%	Sole

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BMO Bank N.A.	1,917	$74,187	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Edward D. Jones & Co., L.P.	247	$9,558	100.0%	Sole

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY SMITH BARNEY LLC	197	$7,623	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Tower Research Capital Investments LLC	5	$193	100.0%	Other

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO CLEARING SERVICES, LLC	1	$38	100.0%	Defined