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Harbor Dividend Growth Leaders ETF
GDIV

14 hedge funds and large institutions have $21.3M invested in Harbor Dividend Growth Leaders ETF in 2022 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

400% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 1

276% more capital invested

Capital invested by funds: $5.66M → $21.3M (+$15.6M)

75% more funds holding

Funds holding: 8 → 14 (+6)

10.45% more ownership

Funds ownership: 4.37% → 14.82% (+10%)

Holders
14
Holders Change
+6
Holders Change %
+75%
% of All Funds
0.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
5
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$8.02M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$6.53M
3
LPL Financial
LPL Financial
California
+$430K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$340K
5
Truist Financial
Truist Financial
North Carolina
+$323K

Top Sellers

Rank Fund Capital Flow
1
BW
Bison Wealth
Georgia
-$302K
2
UBS Group
UBS Group
Switzerland
-$2.87K
Name Holding Trade Value Shares
Change 		Change in
Stake
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$7.73M +$8.02M +653,178 New
RJFSA
2
Raymond James Financial Services Advisors
Florida
$6.29M +$6.53M +531,442 New
BP
3
Ballentine Partners
Massachusetts
$4.56M – – –
LPL Financial
4
LPL Financial
California
$587K +$430K +35,031 +241%
RWP
5
RWA Wealth Partners
Massachusetts
$509K +$28.6K +2,331 +6%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$327K +$340K +27,652 New
Truist Financial
7
Truist Financial
North Carolina
$311K +$323K +26,263 New
PCP
8
Proficio Capital Partners
Massachusetts
$241K +$36.8K +3,000 +17%
PWM
9
Perigon Wealth Management
California
$220K +$12.6K +1,023 +6%
IA
10
IFP Advisors
Florida
$173K +$165K +13,400 New
Jane Street
11
Jane Street
New York
$131K +$136K +11,044 New
EH
12
Equitable Holdings
New York
$118K +$123K +10,000 New
Osaic Holdings
13
Osaic Holdings
Arizona
$105K +$108K +8,767 +7,558%
UBS Group
14
UBS Group
Switzerland
$10.1K -$2.87K -234 -22%
BW
15
Bison Wealth
Georgia
– -$302K -26,778 Closed

GDIV Hedge Fund Activity: Q4 2022 in Review

14 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Harbor Dividend Growth Leaders ETF (GDIV) for Q4 2022, worth a combined $21.3M — up 276% from $5.66M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new GDIV positions and 1 closed out — a net gain of 6 holders — while 5 added to existing stakes and 1 trimmed.

The largest buyer was CAPTRUST Financial Advisors, opening a new position worth an estimated $8.02M. The largest seller was Bison Wealth, exiting entirely with an estimated $302K sold.

  • 14 institutional investors held Harbor Dividend Growth Leaders ETF (GDIV) as of Q4 2022, up from 8 in Q3 2022.
  • Funds reported $21.3M of Harbor Dividend Growth Leaders ETF stock for Q4 2022, up 276% quarter-over-quarter.
  • 7 funds opened new Harbor Dividend Growth Leaders ETF positions in Q4 2022 and 1 closed out, a net change of +6 holders.
  • The largest Harbor Dividend Growth Leaders ETF buyer in Q4 2022 was CAPTRUST Financial Advisors, an estimated $8.02M added.
  • The largest Harbor Dividend Growth Leaders ETF seller in Q4 2022 was Bison Wealth, an estimated $302K sold.

Based on aggregated 13F filings for Q4 2022.