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Harbor Dividend Growth Leaders ETF

27 hedge funds and large institutions have $92.9M invested in Harbor Dividend Growth Leaders ETF in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

29% more capital invested

Capital invested by funds: $72M → $92.9M (+$20.9M)

7.86% more ownership

Funds ownership: 26.2%34.06% (+7.9%)

0% more funds holding

Funds holding: 2727 (0)

0% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 9

Holders
27
Holders Change
Holders Change %
0%
% of All Funds
0.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
9
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFA
1
Sequoia Financial Advisors
Ohio
$21.6M +$21.9M +1,419,323 New
Raymond James Financial
2
Raymond James Financial
Florida
$17M +$17.2M +1,114,413 New
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$16.1M -$64.4K -4,165 -0.4%
LPL Financial
4
LPL Financial
California
$14.8M +$677K +43,785 +5%
EH
5
Equitable Holdings
New York
$6.9M +$90K +5,823 +1%
PAG
6
Private Advisor Group
New Jersey
$3.64M +$338K +21,888 +10%
IA
7
IFG Advisory
Georgia
$3.03M -$50.2K -3,249 -2%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.83M -$52.9K -3,423 -3%
Truist Financial
9
Truist Financial
North Carolina
$1.82M -$52.9K -3,423 -3%
AI
10
Atria Investments
North Carolina
$1.3M -$288K -18,656 -18%
WFAG
11
Worth Financial Advisory Group
North Carolina
$1.02M +$63.8K +4,126 +7%
AWS
12
Atria Wealth Solutions
New York
$579K
SCM
13
SOL Capital Management
Maryland
$570K
GS
14
GTS Securities
New York
$497K -$638K -41,234 -56%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$472K +$479K +30,973 New
Citadel Advisors
16
Citadel Advisors
Florida
$307K +$34.6K +2,241 +13%
PWM
17
Perigon Wealth Management
California
$298K +$1.96K +127 +0.7%
RWP
18
RWA Wealth Partners
Massachusetts
$256K +$1.73K +112 +0.7%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$238K +$20.4K +1,322 +9%
GLA
20
Good Life Advisors
Pennsylvania
$198K -$201K -12,982 -50%
OCM
21
Objective Capital Management
Ohio
$194K +$197K +12,750 New
Osaic Holdings
22
Osaic Holdings
Arizona
$73K
IA
23
IFP Advisors
Florida
$40.6K -$2.81K -182 -6%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$29K +$27.5K +1,780 +1,319%
PTC
25
Private Trust Company
Ohio
$14.6K

GDIV Hedge Fund Activity: Q4 2024 in Review

27 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Harbor Dividend Growth Leaders ETF (GDIV) for Q4 2024, worth a combined $92.9M — up 29% from $72M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new GDIV positions and 3 closed out — a net gain of 2 holders — while 9 added to existing stakes and 9 trimmed.

The largest buyer was Sequoia Financial Advisors, opening a new position worth an estimated $21.9M. The largest seller was GTS Securities, cutting an estimated $638K.

  • 27 institutional investors held Harbor Dividend Growth Leaders ETF (GDIV) as of Q4 2024, unchanged from Q3 2024.
  • Funds reported $92.9M of Harbor Dividend Growth Leaders ETF stock for Q4 2024, up 29% quarter-over-quarter.
  • 5 funds opened new Harbor Dividend Growth Leaders ETF positions in Q4 2024 and 3 closed out, a net change of +2 holders.
  • The largest Harbor Dividend Growth Leaders ETF buyer in Q4 2024 was Sequoia Financial Advisors, an estimated $21.9M added.
  • The largest Harbor Dividend Growth Leaders ETF seller in Q4 2024 was GTS Securities, an estimated $638K sold.

Based on aggregated 13F filings for Q4 2024.