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Harbor Dividend Growth Leaders ETF

18 hedge funds and large institutions have $29.5M invested in Harbor Dividend Growth Leaders ETF in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

39% more capital invested

Capital invested by funds: $21.3M → $29.5M (+$8.21M)

33% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 3

29% more funds holding

Funds holding: 1418 (+4)

3.78% more ownership

Funds ownership: 14.82%18.6% (+3.8%)

Holders
18
Holders Change
+4
Holders Change %
+28.57%
% of All Funds
0.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
4
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$7.88M
RJFSA
2
Raymond James Financial Services Advisors
Florida
$6.36M -$50.6K -4,240 -0.8%
BP
3
Ballentine Partners
Massachusetts
$4.65M
LPL Financial
4
LPL Financial
California
$4.53M +$3.89M +325,729 +657%
RJA
5
Raymond James & Associates
Florida
$1.6M +$1.58M +132,252 New
AWA
6
Arkadios Wealth Advisors
Georgia
$1.13M +$1.11M +93,207 New
PAG
7
Private Advisor Group
New Jersey
$992K +$981K +82,168 New
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$513K +$177K +14,833 +54%
RWP
9
RWA Wealth Partners
Massachusetts
$505K
Truist Financial
10
Truist Financial
North Carolina
$496K +$177K +14,833 +56%
Osaic Holdings
11
Osaic Holdings
Arizona
$263K +$154K +12,931 +146%
PCP
12
Proficio Capital Partners
Massachusetts
$230K -$15.5K -1,296 -6%
PWM
13
Perigon Wealth Management
California
$224K
EH
14
Equitable Holdings
New York
$120K
CTA
15
Colonial Trust Advisors
South Carolina
$17.5K +$17.3K +1,453 New
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$8.69K +$8.59K +720 New
IA
17
IFP Advisors
Florida
$6.34K -$154K -12,902 -96%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$335 +$332K +27,832 New
Jane Street
19
Jane Street
New York
-$131K -11,044 Closed
UBS Group
20
UBS Group
Switzerland
-$10.1K -849 Closed

GDIV Hedge Fund Activity: Q1 2023 in Review

18 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Harbor Dividend Growth Leaders ETF (GDIV) for Q1 2023, worth a combined $29.5M — up 39% from $21.3M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new GDIV positions and 2 closed out — a net gain of 4 holders — while 4 added to existing stakes and 3 trimmed.

The largest buyer was LPL Financial, adding an estimated $3.89M. The largest seller was IFP Advisors, cutting an estimated $154K.

  • 18 institutional investors held Harbor Dividend Growth Leaders ETF (GDIV) as of Q1 2023, up from 14 in Q4 2022.
  • Funds reported $29.5M of Harbor Dividend Growth Leaders ETF stock for Q1 2023, up 39% quarter-over-quarter.
  • 6 funds opened new Harbor Dividend Growth Leaders ETF positions in Q1 2023 and 2 closed out, a net change of +4 holders.
  • The largest Harbor Dividend Growth Leaders ETF buyer in Q1 2023 was LPL Financial, an estimated $3.89M added.
  • The largest Harbor Dividend Growth Leaders ETF seller in Q1 2023 was IFP Advisors, an estimated $154K sold.

Based on aggregated 13F filings for Q1 2023.