Harbor Dividend Growth Leaders ETF
GDIV
8 hedge funds and large institutions have $5.66M invested in Harbor Dividend Growth Leaders ETF in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, increasing their positions, 1 reducing their positions, and closing their positions.
100% more funds holding
Funds holding: 4 → 8 (+4)
0.12% more ownership
Funds ownership: 4.25% → 4.37% (+0.12%)
2% less capital invested
Capital invested by funds: $5.77M → $5.66M (-$109K)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCP
Proficio Capital Partners
Newton,
Massachusetts
|
+$215K |
| 2 |
LPL Financial
San Diego,
California
|
+$179K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$13.4K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.43K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BW
Bison Wealth
Atlanta,
Georgia
|
-$169K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BP
1
Ballentine Partners
Waltham,
Massachusetts
| $4.34M | – | – | – |
|
|
RWP
2
RWA Wealth Partners
Newton,
Massachusetts
| $446K | – | – | – |
|
|
BW
3
Bison Wealth
Atlanta,
Georgia
| $302K | -$169K | -13,662 | -34% |
|
|
PWM
4
Perigon Wealth Management
San Francisco,
California
| $198K | – | – | – |
|
|
PCP
5
Proficio Capital Partners
Newton,
Massachusetts
| $196K | +$215K | +17,378 | New |
|
|
6
LPL Financial
San Diego,
California
| $164K | +$179K | +14,525 | New |
|
|
7
UBS Group
Zurich,
Switzerland
| $12K | +$13.4K | +1,083 | New |
|
|
8
Osaic Holdings
Scottsdale,
Arizona
| $1K | +$1.43K | +116 | New |
|
GDIV Hedge Fund Activity: Q3 2022 in Review
8 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Harbor Dividend Growth Leaders ETF (GDIV) for Q3 2022, worth a combined $5.66M — down 1.9% from $5.77M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new GDIV positions and 0 closed out — a net gain of 4 holders — while 0 added to existing stakes and 1 trimmed.
The largest buyer was Proficio Capital Partners, opening a new position worth an estimated $215K. The largest seller was Bison Wealth, cutting an estimated $169K.
- 8 institutional investors held Harbor Dividend Growth Leaders ETF (GDIV) as of Q3 2022, up from 4 in Q2 2022.
- Funds reported $5.66M of Harbor Dividend Growth Leaders ETF stock for Q3 2022, down 1.9% quarter-over-quarter.
- 4 funds opened new Harbor Dividend Growth Leaders ETF positions in Q3 2022 and 0 closed out, a net change of +4 holders.
- The largest Harbor Dividend Growth Leaders ETF buyer in Q3 2022 was Proficio Capital Partners, an estimated $215K added.
- The largest Harbor Dividend Growth Leaders ETF seller in Q3 2022 was Bison Wealth, an estimated $169K sold.
Based on aggregated 13F filings for Q3 2022.