Harbor Disciplined Bond ETF
AGGS
4 hedge funds and large institutions have $3.44M invested in Harbor Disciplined Bond ETF in 2025 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 2 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
0.94% less ownership
Funds ownership: 13.24% → 12.3% (-0.94%)
6% less capital invested
Capital invested by funds: $3.65M → $3.44M (-$211K)
20% less funds holding
Funds holding: 5 → 4 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
Accurate Wealth Management
Wesley Chapel,
Florida
|
+$586K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$100K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$527K |
| 2 |
TSS
Two Sigma Securities
New York
|
-$247K |
| 3 |
Jane Street
New York
|
-$167K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IRM
1
Income Research & Management
Boston,
Massachusetts
| $2.06M | – | – | – |
|
|
AWM
2
Accurate Wealth Management
Wesley Chapel,
Florida
| $577K | +$586K | +14,338 | New |
|
|
3
Jane Street
New York
| $521K | -$167K | -4,083 | -24% |
|
|
4
Osaic Holdings
Scottsdale,
Arizona
| $275K | +$100K | +2,456 | +58% |
|
|
5
Citadel Advisors
Miami,
Florida
| – | -$527K | -13,000 | Closed |
|
|
TSS
6
Two Sigma Securities
New York
| – | -$247K | -6,085 | Closed |
|
AGGS Hedge Fund Activity: Q1 2025 in Review
4 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Harbor Disciplined Bond ETF (AGGS) for Q1 2025, worth a combined $3.44M — down 5.8% from $3.65M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of AGGS and 1 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 1 added.
The largest buyer was Accurate Wealth Management, opening a new position worth an estimated $586K. The largest seller was Citadel Advisors, exiting entirely with an estimated $527K sold.
- 4 institutional investors held Harbor Disciplined Bond ETF (AGGS) as of Q1 2025, down from 5 in Q4 2024.
- Funds reported $3.44M of Harbor Disciplined Bond ETF stock for Q1 2025, down 5.8% quarter-over-quarter.
- 1 fund opened new Harbor Disciplined Bond ETF positions in Q1 2025 and 2 closed out, a net change of -1 holder.
- The largest Harbor Disciplined Bond ETF buyer in Q1 2025 was Accurate Wealth Management, an estimated $586K added.
- The largest Harbor Disciplined Bond ETF seller in Q1 2025 was Citadel Advisors, an estimated $527K sold.
Based on aggregated 13F filings for Q1 2025.