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Harbor Dividend Growth Leaders ETF

27 hedge funds and large institutions have $72M invested in Harbor Dividend Growth Leaders ETF in 2024 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 16 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 6

16% more capital invested

Capital invested by funds: $62.2M → $72M (+$9.81M)

2.91% more ownership

Funds ownership: 23.29%26.2% (+2.9%)

0% more funds holding

Funds holding: 2727 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

Holders
27
Holders Change
Holders Change %
0%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
16
Reduced
6
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$16.4M +$106K +7,124 +0.7%
LPL Financial
2
LPL Financial
California
$14.4M +$2.94M +198,620 +27%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$13.9M +$958K +64,657 +8%
EH
4
Equitable Holdings
New York
$6.9M +$956K +64,541 +17%
RJA
5
Raymond James & Associates
Florida
$3.59M -$616K -41,602 -15%
PAG
6
Private Advisor Group
New Jersey
$3.35M +$22.1K +1,489 +0.7%
IA
7
IFG Advisory
Georgia
$3.12M -$846K -57,094 -22%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.91M +$708K +47,830 +63%
Truist Financial
9
Truist Financial
North Carolina
$1.9M +$708K +47,830 +64%
AI
10
Atria Investments
North Carolina
$1.6M -$31.6K -2,134 -2%
GS
11
GTS Securities
New York
$1.14M +$52.7K +3,557 +5%
WFAG
12
Worth Financial Advisory Group
North Carolina
$971K +$54.7K +3,694 +6%
AWS
13
Atria Wealth Solutions
New York
$587K
SCM
14
SOL Capital Management
Maryland
$577K +$237K +16,000 +75%
GLA
15
Good Life Advisors
Pennsylvania
$401K +$203K +13,676 +111%
PWM
16
Perigon Wealth Management
California
$294K +$1.05K +71 +0.4%
Citadel Advisors
17
Citadel Advisors
Florida
$276K +$27.2K +1,834 +11%
RWP
18
RWA Wealth Partners
Massachusetts
$258K -$176K -11,893 -42%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$221K -$1.79K -121 -0.8%
Osaic Holdings
20
Osaic Holdings
Arizona
$74K -$15.8K -1,070 -18%
HGERS
21
Householder Group Estate & Retirement Specialist
Arizona
$70K
IA
22
IFP Advisors
Florida
$44K +$163 +11 +0.4%
IAIM
23
International Assets Investment Management
Florida
$14.9K +$6.33M +427,246 +21,633%
PTC
24
Private Trust Company
Ohio
$14.8K
Morgan Stanley
25
Morgan Stanley
New York
$5.96K +$5.7K +385 +38,500%

GDIV Hedge Fund Activity: Q3 2024 in Review

27 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Harbor Dividend Growth Leaders ETF (GDIV) for Q3 2024, worth a combined $72M — up 16% from $62.2M a quarter earlier.

Fund positioning in GDIV was balanced in Q3 2024: 1 fund opened new positions, 1 closed out, 16 added to existing stakes and 6 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $6.33M. The largest seller was IFG Advisory, cutting an estimated $846K.

  • 27 institutional investors held Harbor Dividend Growth Leaders ETF (GDIV) as of Q3 2024, unchanged from Q2 2024.
  • Funds reported $72M of Harbor Dividend Growth Leaders ETF stock for Q3 2024, up 16% quarter-over-quarter.
  • 1 fund opened new Harbor Dividend Growth Leaders ETF positions in Q3 2024 and 1 closed out, a net change of 0 holders.
  • The largest Harbor Dividend Growth Leaders ETF buyer in Q3 2024 was International Assets Investment Management, an estimated $6.33M added.
  • The largest Harbor Dividend Growth Leaders ETF seller in Q3 2024 was IFG Advisory, an estimated $846K sold.

Based on aggregated 13F filings for Q3 2024.