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Harbor Dividend Growth Leaders ETF

25 hedge funds and large institutions have $68.6M invested in Harbor Dividend Growth Leaders ETF in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

28% more capital invested

Capital invested by funds: $53.4M → $68.6M (+$15.2M)

4% more funds holding

Funds holding: 2425 (+1)

2.93% more ownership

Funds ownership: 22.78%25.71% (+2.9%)

0% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 8

Holders
25
Holders Change
+1
Holders Change %
+4.17%
% of All Funds
0.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
8
Reduced
8
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 -$1.16M -84,079 -7%
LPL Financial
2
LPL Financial
California
$13.2M -$588K -42,444 -4%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$9.03M -$281K -20,284 -3%
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$7.01M +$6.68M +481,908 New
EH
5
Equitable Holdings
New York
$5.43M +$1.13M +81,419 +28%
IA
6
IFG Advisory
Georgia
$3.99M +$3.8M +274,540 New
RJA
7
Raymond James & Associates
Florida
$3.99M +$222K +16,040 +6%
PAG
8
Private Advisor Group
New Jersey
$3.18M -$903K -65,175 -23%
AI
9
Atria Investments
North Carolina
$1.48M +$40.4K +2,920 +3%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$1M +$386K +27,857 +68%
Truist Financial
11
Truist Financial
North Carolina
$997K +$334K +24,082 +54%
WFAG
12
Worth Financial Advisory Group
North Carolina
$886K +$175K +12,613 +26%
GS
13
GTS Securities
New York
$757K +$721K +52,016 New
AWS
14
Atria Wealth Solutions
New York
$553K
RWP
15
RWA Wealth Partners
Massachusetts
$415K
SCM
16
SOL Capital Management
Maryland
$297K
PWM
17
Perigon Wealth Management
California
$275K
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$211K -$1.44K -104 -0.7%
Citadel Advisors
19
Citadel Advisors
Florida
$195K +$186K +13,425 New
PCP
20
Proficio Capital Partners
Massachusetts
$192K -$83.5K -6,031 -31%
Osaic Holdings
21
Osaic Holdings
Arizona
$152K -$210K -15,158 -59%
HGERS
22
Householder Group Estate & Retirement Specialist
Arizona
$58.2K +$9.7K +700 +21%
IA
23
IFP Advisors
Florida
$31.9K +$23.4K +1,686 +333%
PTC
24
Private Trust Company
Ohio
$14K
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$2K -$11.6K -834 -86%

GDIV Hedge Fund Activity: Q1 2024 in Review

25 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Harbor Dividend Growth Leaders ETF (GDIV) for Q1 2024, worth a combined $68.6M — up 28% from $53.4M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new GDIV positions and 3 closed out — a net gain of 1 holder — while 8 added to existing stakes and 8 trimmed.

The largest buyer was Balyasny Asset Management, opening a new position worth an estimated $6.68M. The largest seller was Commonwealth Equity Services, cutting an estimated $1.16M.

  • 25 institutional investors held Harbor Dividend Growth Leaders ETF (GDIV) as of Q1 2024, up from 24 in Q4 2023.
  • Funds reported $68.6M of Harbor Dividend Growth Leaders ETF stock for Q1 2024, up 28% quarter-over-quarter.
  • 4 funds opened new Harbor Dividend Growth Leaders ETF positions in Q1 2024 and 3 closed out, a net change of +1 holder.
  • The largest Harbor Dividend Growth Leaders ETF buyer in Q1 2024 was Balyasny Asset Management, an estimated $6.68M added.
  • The largest Harbor Dividend Growth Leaders ETF seller in Q1 2024 was Commonwealth Equity Services, an estimated $1.16M sold.

Based on aggregated 13F filings for Q1 2024.