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Harbor Dividend Growth Leaders ETF

29 hedge funds and large institutions have $124M invested in Harbor Dividend Growth Leaders ETF in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 6

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

33% more capital invested

Capital invested by funds: $92.9M → $124M (+$30.8M)

17.43% more ownership

Funds ownership: 34.06%51.49% (+17%)

7% more funds holding

Funds holding: 2729 (+2)

Holders
29
Holders Change
+2
Holders Change %
+7.41%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
10
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1
Arkadios Wealth Advisors
Georgia
$21.1M +$22.2M +1,448,532 New
SFA
2
Sequoia Financial Advisors
Ohio
$18.4M -$2.39M -155,869 -11%
Raymond James Financial
3
Raymond James Financial
Florida
$17.4M +$1.28M +83,138 +7%
LPL Financial
4
LPL Financial
California
$15.2M +$1.1M +71,853 +7%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$15.2M -$217K -14,173 -1%
EH
6
Equitable Holdings
New York
$6.76M +$178K +11,577 +3%
TCA
7
Transcend Capital Advisors
New Jersey
$5.34M +$5.62M +366,468 New
BP
8
Ballentine Partners
Massachusetts
$4.55M +$4.8M +312,835 New
PAG
9
Private Advisor Group
New Jersey
$3.81M +$350K +22,790 +10%
IA
10
IFG Advisory
Georgia
$2.88M -$11.7K -762 -0.4%
AQR Capital Management
11
AQR Capital Management
Connecticut
$2.32M +$2.45M +159,563 New
IC
12
IEQ Capital
California
$2.32M +$2.45M +159,563 New
Truist Financial
13
Truist Financial
North Carolina
$1.83M +$91.3K +5,950 +5%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$1.67M -$85.5K -5,577 -5%
WFAG
15
Worth Financial Advisory Group
North Carolina
$1.19M +$226K +14,717 +22%
SCM
16
SOL Capital Management
Maryland
$822K +$292K +19,050 +51%
AI
17
Atria Investments
North Carolina
$674K -$597K -38,957 -46%
GS
18
GTS Securities
New York
$580K +$112K +7,273 +22%
AWS
19
Atria Wealth Solutions
New York
$553K
PWM
20
Perigon Wealth Management
California
$279K
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$240K +$13K +849 +5%
GLA
22
Good Life Advisors
Pennsylvania
$189K
NA
23
NewEdge Advisors
Louisiana
$129K +$136K +8,860 New
Osaic Holdings
24
Osaic Holdings
Arizona
$98.6K +$30.4K +1,983 +41%
IA
25
IFP Advisors
Florida
$38.8K

GDIV Hedge Fund Activity: Q1 2025 in Review

29 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Harbor Dividend Growth Leaders ETF (GDIV) for Q1 2025, worth a combined $124M — up 33% from $92.9M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new GDIV positions and 4 closed out — a net gain of 2 holders — while 10 added to existing stakes and 6 trimmed.

The largest buyer was Arkadios Wealth Advisors, opening a new position worth an estimated $22.2M. The largest seller was Sequoia Financial Advisors, cutting an estimated $2.39M.

  • 29 institutional investors held Harbor Dividend Growth Leaders ETF (GDIV) as of Q1 2025, up from 27 in Q4 2024.
  • Funds reported $124M of Harbor Dividend Growth Leaders ETF stock for Q1 2025, up 33% quarter-over-quarter.
  • 6 funds opened new Harbor Dividend Growth Leaders ETF positions in Q1 2025 and 4 closed out, a net change of +2 holders.
  • The largest Harbor Dividend Growth Leaders ETF buyer in Q1 2025 was Arkadios Wealth Advisors, an estimated $22.2M added.
  • The largest Harbor Dividend Growth Leaders ETF seller in Q1 2025 was Sequoia Financial Advisors, an estimated $2.39M sold.

Based on aggregated 13F filings for Q1 2025.