Harbor Disciplined Bond ETF
AGGS
9 hedge funds and large institutions have $13.2M invested in Harbor Disciplined Bond ETF in 2026 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 1 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 1
7% more capital invested
Capital invested by funds: $12.3M → $13.2M (+$918K)
0.9% more ownership
Funds ownership: 33.02% → 33.92% (+0.9%)
10% less funds holding
Funds holding: 10 → 9 (-1)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACS
Archford Capital Strategies
Swansea,
Illinois
|
+$976K |
| 2 |
SPIA
Steward Partners Investment Advisory
New York
|
+$459K |
| 3 |
Jane Street
New York
|
+$434K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$1.16K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WFAG
Worth Financial Advisory Group
Charlotte,
North Carolina
|
-$622K |
| 2 |
AWM
Accurate Wealth Management
Wesley Chapel,
Florida
|
-$212K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ACS
1
Archford Capital Strategies
Swansea,
Illinois
| $6.64M | +$976K | +23,661 | +17% |
|
|
SPIA
2
Steward Partners Investment Advisory
New York
| $2.81M | +$459K | +11,113 | +19% |
|
|
IRM
3
Income Research & Management
Boston,
Massachusetts
| $2.04M | – | – | – |
|
|
4
Jane Street
New York
| $708K | +$434K | +10,514 | +154% |
|
5
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $379K | – | – | – |
|
|
AWM
6
Accurate Wealth Management
Wesley Chapel,
Florida
| $326K | -$212K | -5,140 | -39% |
|
7
LPL Financial
San Diego,
California
| $223K | – | – | – |
|
|
IAIM
8
International Assets Investment Management
Orlando,
Florida
| $39.3K | – | – | – |
|
|
9
UBS Group
Zurich,
Switzerland
| $2.62K | +$1.16K | +28 | +78% |
|
|
WFAG
10
Worth Financial Advisory Group
Charlotte,
North Carolina
| – | -$622K | -15,101 | Closed |
|
AGGS Hedge Fund Activity: Q1 2026 in Review
9 of the 8,130 institutional investors tracked by Wall St. Rank reported a position in Harbor Disciplined Bond ETF (AGGS) for Q1 2026, worth a combined $13.2M — up 7.5% from $12.3M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of AGGS and 0 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 4 added.
The largest buyer was Archford Capital Strategies, adding an estimated $976K. The largest seller was Worth Financial Advisory Group, exiting entirely with an estimated $622K sold.
- 9 institutional investors held Harbor Disciplined Bond ETF (AGGS) as of Q1 2026, down from 10 in Q4 2025.
- Funds reported $13.2M of Harbor Disciplined Bond ETF stock for Q1 2026, up 7.5% quarter-over-quarter.
- 0 funds opened new Harbor Disciplined Bond ETF positions in Q1 2026 and 1 closed out, a net change of -1 holder.
- The largest Harbor Disciplined Bond ETF buyer in Q1 2026 was Archford Capital Strategies, an estimated $976K added.
- The largest Harbor Disciplined Bond ETF seller in Q1 2026 was Worth Financial Advisory Group, an estimated $622K sold.
Based on aggregated 13F filings for Q1 2026.