Harbor Long-Term Growers ETF
WINN
29 hedge funds and large institutions have $81.5M invested in Harbor Long-Term Growers ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 1 reducing their positions, and 0 closing their positions.
1,300% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 1
80% more capital invested
Capital invested by funds: $45.3M → $81.5M (+$36.2M)
38% more funds holding
Funds holding: 21 → 29 (+8)
7.37% more ownership
Funds ownership: 44.65% → 52.01% (+7.4%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$10.9M |
| 2 |
Corient Private Wealth
Miami,
Florida
|
+$4.34M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.68M |
| 4 |
TCA
Transcend Capital Advisors
Madison,
New Jersey
|
+$1.52M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$961K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$1.53K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| $185K | – | – | – |
|
|
TSWM
27
Tyler-Stone Wealth Management
Beachwood,
Ohio
| $69K | +$62.8K | +3,700 | New |
|
|
IA
28
IFP Advisors
Tampa,
Florida
| $67.3K | – | – | – |
|
29
Royal Bank of Canada
Toronto,
Ontario, Canada
| $6K | +$5.87K | +346 | New |
|
WINN Hedge Fund Activity: Q2 2023 in Review
29 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Harbor Long-Term Growers ETF (WINN) for Q2 2023, worth a combined $81.5M — up 80% from $45.3M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new WINN positions and 0 closed out — a net gain of 9 holders — while 14 added to existing stakes and 1 trimmed.
The largest buyer was LPL Financial, adding an estimated $10.9M. The largest seller was Harbour Investments, cutting an estimated $1.53K.
- 29 institutional investors held Harbor Long-Term Growers ETF (WINN) as of Q2 2023, up from 21 in Q1 2023.
- Funds reported $81.5M of Harbor Long-Term Growers ETF stock for Q2 2023, up 80% quarter-over-quarter.
- 9 funds opened new Harbor Long-Term Growers ETF positions in Q2 2023 and 0 closed out, a net change of +9 holders.
- The largest Harbor Long-Term Growers ETF buyer in Q2 2023 was LPL Financial, an estimated $10.9M added.
- The largest Harbor Long-Term Growers ETF seller in Q2 2023 was Harbour Investments, an estimated $1.53K sold.
Based on aggregated 13F filings for Q2 2023.