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Harbor Dividend Growth Leaders ETF

24 hedge funds and large institutions have $53.4M invested in Harbor Dividend Growth Leaders ETF in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

120% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 5

38% more capital invested

Capital invested by funds: $38.6M → $53.4M (+$14.8M)

26% more funds holding

Funds holding: 1924 (+5)

3.94% more ownership

Funds ownership: 18.84%22.78% (+3.9%)

Holders
24
Holders Change
+5
Holders Change %
+26.32%
% of All Funds
0.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
11
Reduced
5
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
$15.2M +$1.32M +104,540 +10%
LPL Financial
2
LPL Financial
California
$12.8M +$2.14M +169,526 +22%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$8.62M +$1.32M +104,456 +19%
EH
4
Equitable Holdings
New York
$3.92M +$3.42M +270,241 +1,262%
PAG
5
Private Advisor Group
New Jersey
$3.82M +$2.43M +192,243 +210%
RJA
6
Raymond James & Associates
Florida
$3.47M -$7.72K -610 -0.2%
AI
7
Atria Investments
North Carolina
$1.33M +$28.7K +2,266 +2%
WFAG
8
Worth Financial Advisory Group
North Carolina
$650K +$44K +3,480 +8%
Truist Financial
9
Truist Financial
North Carolina
$598K -$911 -72 -0.2%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$552K -$140K -11,054 -21%
AWS
11
Atria Wealth Solutions
New York
$511K +$481K +38,000 New
RWP
12
RWA Wealth Partners
Massachusetts
$383K -$174K -13,738 -33%
Osaic Holdings
13
Osaic Holdings
Arizona
$345K -$22.4K -1,768 -6%
SCM
14
SOL Capital Management
Maryland
$274K +$101K +8,000 +65%
PCP
15
Proficio Capital Partners
Massachusetts
$258K +$1.65K +130 +0.7%
PWM
16
Perigon Wealth Management
California
$254K +$2.1K +166 +0.9%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$196K +$185K +14,583 New
SFA
18
Sequoia Financial Advisors
Ohio
$146K +$138K +10,876 New
HGERS
19
Householder Group Estate & Retirement Specialist
Arizona
$44K +$41.8K +3,300 New
Wells Fargo
20
Wells Fargo
California
$33.4K +$31.4K +2,481 New
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$13K +$12.3K +969 New
PTC
22
Private Trust Company
Ohio
$12.9K +$12.1K +959 New
IA
23
IFP Advisors
Florida
$6.82K +$63 +5 +1%
IPW
24
Impact Partnership Wealth
Georgia
$4.25K +$4K +316 New
GS
25
GTS Securities
New York
-$1.07M -88,038 Closed

GDIV Hedge Fund Activity: Q4 2023 in Review

24 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Harbor Dividend Growth Leaders ETF (GDIV) for Q4 2023, worth a combined $53.4M — up 38% from $38.6M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new GDIV positions and 3 closed out — a net gain of 5 holders — while 11 added to existing stakes and 5 trimmed.

The largest buyer was Equitable Holdings, adding an estimated $3.42M. The largest seller was GTS Securities, exiting entirely with an estimated $1.07M sold.

  • 24 institutional investors held Harbor Dividend Growth Leaders ETF (GDIV) as of Q4 2023, up from 19 in Q3 2023.
  • Funds reported $53.4M of Harbor Dividend Growth Leaders ETF stock for Q4 2023, up 38% quarter-over-quarter.
  • 8 funds opened new Harbor Dividend Growth Leaders ETF positions in Q4 2023 and 3 closed out, a net change of +5 holders.
  • The largest Harbor Dividend Growth Leaders ETF buyer in Q4 2023 was Equitable Holdings, an estimated $3.42M added.
  • The largest Harbor Dividend Growth Leaders ETF seller in Q4 2023 was GTS Securities, an estimated $1.07M sold.

Based on aggregated 13F filings for Q4 2023.