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Harbor Dividend Growth Leaders ETF

27 hedge funds and large institutions have $62.2M invested in Harbor Dividend Growth Leaders ETF in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 6

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

8% more funds holding

Funds holding: 2527 (+2)

2.42% less ownership

Funds ownership: 25.71%23.29% (-2.4%)

9% less capital invested

Capital invested by funds: $68.6M → $62.2M (-$6.38M)

Holders
27
Holders Change
+2
Holders Change %
+8%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
14
Reduced
6
Closed
2
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 +$137K +9,653 +0.9%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$12M +$3.04M +214,128 +34%
LPL Financial
3
LPL Financial
California
$10.5M -$2.48M -174,705 -19%
EH
4
Equitable Holdings
New York
$5.5M +$134K +9,417 +3%
RJA
5
Raymond James & Associates
Florida
$3.94M +$1.3K +92 +0%
IA
6
IFG Advisory
Georgia
$3.72M -$221K -15,584 -6%
PAG
7
Private Advisor Group
New Jersey
$3.1M -$42.1K -2,969 -1%
AI
8
Atria Investments
North Carolina
$1.52M +$62.5K +4,410 +4%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$1.09M +$94.3K +6,648 +10%
Truist Financial
10
Truist Financial
North Carolina
$1.08M +$94.2K +6,646 +10%
GS
11
GTS Securities
New York
$1.01M +$259K +18,254 +35%
WFAG
12
Worth Financial Advisory Group
North Carolina
$851K -$24.4K -1,718 -3%
AWS
13
Atria Wealth Solutions
New York
$546K
RWP
14
RWA Wealth Partners
Massachusetts
$411K +$1.16K +82 +0.3%
SCM
15
SOL Capital Management
Maryland
$308K +$14.2K +1,000 +5%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$302K +$298K +20,994 New
PWM
17
Perigon Wealth Management
California
$272K +$766 +54 +0.3%
Citadel Advisors
18
Citadel Advisors
Florida
$230K +$37.1K +2,615 +19%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$207K -$737 -52 -0.4%
GLA
20
Good Life Advisors
Pennsylvania
$177K +$174K +12,292 New
Osaic Holdings
21
Osaic Holdings
Arizona
$84.2K -$65.5K -4,620 -44%
HGERS
22
Householder Group Estate & Retirement Specialist
Arizona
$65K +$7.94K +560 +14%
IA
23
IFP Advisors
Florida
$40.8K +$9.13K +644 +29%
IAIM
24
International Assets Investment Management
Florida
$28.4K +$28K +1,975 New
PTC
25
Private Trust Company
Ohio
$13.8K

GDIV Hedge Fund Activity: Q2 2024 in Review

27 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Harbor Dividend Growth Leaders ETF (GDIV) for Q2 2024, worth a combined $62.2M — down 9.3% from $68.6M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new GDIV positions and 2 closed out — a net gain of 2 holders — while 14 added to existing stakes and 6 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $3.04M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $7.01M sold.

  • 27 institutional investors held Harbor Dividend Growth Leaders ETF (GDIV) as of Q2 2024, up from 25 in Q1 2024.
  • Funds reported $62.2M of Harbor Dividend Growth Leaders ETF stock for Q2 2024, down 9.3% quarter-over-quarter.
  • 4 funds opened new Harbor Dividend Growth Leaders ETF positions in Q2 2024 and 2 closed out, a net change of +2 holders.
  • The largest Harbor Dividend Growth Leaders ETF buyer in Q2 2024 was Raymond James Financial Services Advisors, an estimated $3.04M added.
  • The largest Harbor Dividend Growth Leaders ETF seller in Q2 2024 was Balyasny Asset Management, an estimated $7.01M sold.

Based on aggregated 13F filings for Q2 2024.