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Harbor Dividend Growth Leaders ETF

18 hedge funds and large institutions have $26.5M invested in Harbor Dividend Growth Leaders ETF in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 0 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 1818 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

4.63% less ownership

Funds ownership: 18.6%13.97% (-4.6%)

10% less capital invested

Capital invested by funds: $29.5M → $26.5M (-$3.04M)

Holders
18
Holders Change
Holders Change %
0%
% of All Funds
0.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
11
Reduced
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$9.56M +$4.64M +382,476 +102%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$6.73M +$74.4K +6,136 +1%
RJA
3
Raymond James & Associates
Florida
$3.29M +$1.55M +128,258 +97%
PAG
4
Private Advisor Group
New Jersey
$1.2M +$158K +13,071 +16%
AI
5
Atria Investments
North Carolina
$1.08M +$1.04M +85,698 New
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$862K +$491K +40,524 +146%
NA
7
NewEdge Advisors
Louisiana
$623K +$599K +49,423 New
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$587K +$49.6K +4,094 +10%
Truist Financial
9
Truist Financial
North Carolina
$577K +$56.1K +4,632 +11%
Jane Street
10
Jane Street
New York
$436K +$419K +34,540 New
Osaic Holdings
11
Osaic Holdings
Arizona
$348K +$69.7K +5,749 +26%
GS
12
GTS Securities
New York
$320K +$307K +25,344 New
PCP
13
Proficio Capital Partners
Massachusetts
$241K
EH
14
Equitable Holdings
New York
$238K +$108K +8,900 +89%
PWM
15
Perigon Wealth Management
California
$235K +$1.02K +84 +0.5%
SCM
16
SOL Capital Management
Maryland
$154K +$148K +12,250 New
PTC
17
Private Trust Company
Ohio
$9.56K +$9.19K +758 New
IA
18
IFP Advisors
Florida
$6.31K +$24 +2 +0.4%
CAPTRUST Financial Advisors
19
CAPTRUST Financial Advisors
North Carolina
-$7.88M -653,178 Closed
BP
20
Ballentine Partners
Massachusetts
-$4.65M -384,894 Closed
AWA
21
Arkadios Wealth Advisors
Georgia
-$1.13M -93,207 Closed
RWP
22
RWA Wealth Partners
Massachusetts
-$505K -41,879 Closed
CTA
23
Colonial Trust Advisors
South Carolina
-$17.5K -1,453 Closed
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
-$8.69K -720 Closed

GDIV Hedge Fund Activity: Q2 2023 in Review

18 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Harbor Dividend Growth Leaders ETF (GDIV) for Q2 2023, worth a combined $26.5M — down 10% from $29.5M a quarter earlier.

Fund positioning in GDIV was balanced in Q2 2023: 6 funds opened new positions, 6 closed out, 11 added to existing stakes and 0 trimmed.

The largest buyer was LPL Financial, adding an estimated $4.64M. The largest seller was CAPTRUST Financial Advisors, exiting entirely with an estimated $7.88M sold.

  • 18 institutional investors held Harbor Dividend Growth Leaders ETF (GDIV) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $26.5M of Harbor Dividend Growth Leaders ETF stock for Q2 2023, down 10% quarter-over-quarter.
  • 6 funds opened new Harbor Dividend Growth Leaders ETF positions in Q2 2023 and 6 closed out, a net change of 0 holders.
  • The largest Harbor Dividend Growth Leaders ETF buyer in Q2 2023 was LPL Financial, an estimated $4.64M added.
  • The largest Harbor Dividend Growth Leaders ETF seller in Q2 2023 was CAPTRUST Financial Advisors, an estimated $7.88M sold.

Based on aggregated 13F filings for Q2 2023.