Harbor Disciplined Bond ETF
AGGS
5 hedge funds and large institutions have $5.06M invested in Harbor Disciplined Bond ETF in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
47% more capital invested
Capital invested by funds: $3.44M → $5.06M (+$1.63M)
25% more funds holding
Funds holding: 4 → 5 (+1)
5.93% more ownership
Funds ownership: 12.3% → 18.23% (+5.9%)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SPIA
Steward Partners Investment Advisory
New York
|
+$1.55M |
| 2 |
LPL Financial
San Diego,
California
|
+$271K |
| 3 |
Jane Street
New York
|
+$67.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$275K |
| 2 |
AWM
Accurate Wealth Management
Wesley Chapel,
Florida
|
-$15.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IRM
1
Income Research & Management
Boston,
Massachusetts
| $2.06M | – | – | – |
|
|
SPIA
2
Steward Partners Investment Advisory
New York
| $1.57M | +$1.55M | +38,161 | New |
|
|
3
Jane Street
New York
| $588K | +$67.7K | +1,664 | +13% |
|
|
AWM
4
Accurate Wealth Management
Wesley Chapel,
Florida
| $570K | -$15.5K | -382 | -3% |
|
|
5
LPL Financial
San Diego,
California
| $275K | +$271K | +6,667 | New |
|
|
6
Osaic Holdings
Scottsdale,
Arizona
| – | -$275K | -6,667 | Closed |
|
AGGS Hedge Fund Activity: Q2 2025 in Review
5 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Harbor Disciplined Bond ETF (AGGS) for Q2 2025, worth a combined $5.06M — up 47% from $3.44M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new AGGS positions and 1 closed out — a net gain of 1 holder — while 1 added to existing stakes and 1 trimmed.
The largest buyer was Steward Partners Investment Advisory, opening a new position worth an estimated $1.55M. The largest seller was Osaic Holdings, exiting entirely with an estimated $275K sold.
- 5 institutional investors held Harbor Disciplined Bond ETF (AGGS) as of Q2 2025, up from 4 in Q1 2025.
- Funds reported $5.06M of Harbor Disciplined Bond ETF stock for Q2 2025, up 47% quarter-over-quarter.
- 2 funds opened new Harbor Disciplined Bond ETF positions in Q2 2025 and 1 closed out, a net change of +1 holder.
- The largest Harbor Disciplined Bond ETF buyer in Q2 2025 was Steward Partners Investment Advisory, an estimated $1.55M added.
- The largest Harbor Disciplined Bond ETF seller in Q2 2025 was Osaic Holdings, an estimated $275K sold.
Based on aggregated 13F filings for Q2 2025.