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Harbor Dividend Growth Leaders ETF

19 hedge funds and large institutions have $38.6M invested in Harbor Dividend Growth Leaders ETF in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 4

46% more capital invested

Capital invested by funds: $26.5M → $38.6M (+$12.2M)

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

6% more funds holding

Funds holding: 1819 (+1)

4.87% more ownership

Funds ownership: 13.97%18.84% (+4.9%)

Holders
19
Holders Change
+1
Holders Change %
+5.56%
% of All Funds
0.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
10
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$12.5M +$12M +958,148 +1,402%
LPL Financial
2
LPL Financial
California
$9.46M +$265K +21,091 +3%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$6.52M +$40K +3,191 +0.6%
RJA
4
Raymond James & Associates
Florida
$3.14M -$23.5K -1,872 -0.7%
AI
5
Atria Investments
North Carolina
$1.17M +$135K +10,736 +13%
PAG
6
Private Advisor Group
New Jersey
$1.11M -$46.5K -3,704 -4%
GS
7
GTS Securities
New York
$1.07M +$787K +62,694 +247%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$633K +$69.6K +5,545 +12%
WFAG
9
Worth Financial Advisory Group
North Carolina
$545K +$563K +44,830 New
Truist Financial
10
Truist Financial
North Carolina
$541K -$15K -1,198 -3%
RWP
11
RWA Wealth Partners
Massachusetts
$513K +$530K +42,237 New
Osaic Holdings
12
Osaic Holdings
Arizona
$333K -$1.96K -156 -0.6%
EH
13
Equitable Holdings
New York
$260K +$31.5K +2,512 +13%
PCP
14
Proficio Capital Partners
Massachusetts
$232K
PWM
15
Perigon Wealth Management
California
$227K +$941 +75 +0.4%
Citadel Advisors
16
Citadel Advisors
Florida
$222K +$229K +18,274 New
SCM
17
SOL Capital Management
Maryland
$151K +$1.88K +150 +1%
UBS Group
18
UBS Group
Switzerland
$24.1K +$24.9K +1,982 New
IA
19
IFP Advisors
Florida
$6.1K +$25 +2 +0.4%
NA
20
NewEdge Advisors
Louisiana
-$620K -49,423 Closed
Jane Street
21
Jane Street
New York
-$436K -34,540 Closed
PTC
22
Private Trust Company
Ohio
-$9.56K -758 Closed

GDIV Hedge Fund Activity: Q3 2023 in Review

19 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Harbor Dividend Growth Leaders ETF (GDIV) for Q3 2023, worth a combined $38.6M — up 46% from $26.5M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new GDIV positions and 3 closed out — a net gain of 1 holder — while 10 added to existing stakes and 4 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $12M. The largest seller was NewEdge Advisors, exiting entirely with an estimated $620K sold.

  • 19 institutional investors held Harbor Dividend Growth Leaders ETF (GDIV) as of Q3 2023, up from 18 in Q2 2023.
  • Funds reported $38.6M of Harbor Dividend Growth Leaders ETF stock for Q3 2023, up 46% quarter-over-quarter.
  • 4 funds opened new Harbor Dividend Growth Leaders ETF positions in Q3 2023 and 3 closed out, a net change of +1 holder.
  • The largest Harbor Dividend Growth Leaders ETF buyer in Q3 2023 was Commonwealth Equity Services, an estimated $12M added.
  • The largest Harbor Dividend Growth Leaders ETF seller in Q3 2023 was NewEdge Advisors, an estimated $620K sold.

Based on aggregated 13F filings for Q3 2023.