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INNO

Harbor Disruptive Innovation ETF

Delisted

INNO was delisted on the 13th of December, 2024.

8 hedge funds and large institutions have $2.11M invested in Harbor Disruptive Innovation ETF in 2023 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

14% more funds holding

Funds holding: 78 (+1)

40% less capital invested

Capital invested by funds: $3.55M → $2.11M (-$1.44M)

50% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 4

Holders
8
Holders Change
+1
Holders Change %
+14.29%
% of All Funds
0.12%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
2
Reduced
4
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GS
1
GTS Securities
New York
$886K +$255K +19,730 +48%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$501K -$1.05M -80,907 -70%
Citadel Advisors
3
Citadel Advisors
Florida
$223K +$199K +15,425 New
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$219K -$3.66K -283 -2%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$182K -$815K -63,073 -83%
Bank of Montreal
6
Bank of Montreal
Ontario, Canada
$73.3K +$64.9K +5,019 New
UBS Group
7
UBS Group
Switzerland
$19.6K +$10.2K +791 +140%
Osaic Holdings
8
Osaic Holdings
Arizona
$7.24K -$2.73K -211 -30%
Jane Street
9
Jane Street
New York
-$474K -38,464 Closed

INNO Hedge Fund Activity: Q4 2023 in Review

8 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Harbor Disruptive Innovation ETF (INNO) for Q4 2023, worth a combined $2.11M — down 40% from $3.55M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new INNO positions and 1 closed out — a net gain of 1 holder — while 2 added to existing stakes and 4 trimmed.

The largest buyer was GTS Securities, adding an estimated $255K. The largest seller was Mercer Global Advisors, cutting an estimated $1.05M.

  • 8 institutional investors held Harbor Disruptive Innovation ETF (INNO) as of Q4 2023, up from 7 in Q3 2023.
  • Funds reported $2.11M of Harbor Disruptive Innovation ETF stock for Q4 2023, down 40% quarter-over-quarter.
  • 2 funds opened new Harbor Disruptive Innovation ETF positions in Q4 2023 and 1 closed out, a net change of +1 holder.
  • The largest Harbor Disruptive Innovation ETF buyer in Q4 2023 was GTS Securities, an estimated $255K added.
  • The largest Harbor Disruptive Innovation ETF seller in Q4 2023 was Mercer Global Advisors, an estimated $1.05M sold.

Based on aggregated 13F filings for Q4 2023.