Harbor Long-Term Growers ETF
WINN
31 hedge funds and large institutions have $128M invested in Harbor Long-Term Growers ETF in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 20 increasing their positions, 2 reducing their positions, and 2 closing their positions.
900% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 2
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
57% more capital invested
Capital invested by funds: $81.5M → $128M (+$46.1M)
19.16% more ownership
Funds ownership: 52.01% → 71.17% (+19%)
7% more funds holding
Funds holding: 29 → 31 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$28.6M |
| 2 |
LPL Financial
San Diego,
California
|
+$13.2M |
| 3 |
Corient Private Wealth
Miami,
Florida
|
+$3.68M |
| 4 |
TCA
Transcend Capital Advisors
Madison,
New Jersey
|
+$999K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$914K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Two Sigma Investments
New York
|
-$204K |
| 2 |
WGCA
Wolf Group Capital Advisors
Fairfax,
Virginia
|
-$15.6K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$6K |
| 4 |
FFG
Frisch Financial Group
Melville,
New York
|
-$19 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FHC
26
First Heartland Consultants
Lake St. Louis,
Missouri
| $246K | +$60.7K | +3,274 | +31% |
|
|
WIP
27
WealthCare Investment Partners
Portsmouth,
Rhode Island
| $203K | +$1.3K | +70 | +0.6% |
|
|
IAG
28
Investmark Advisory Group
Shelton,
Connecticut
| $195K | +$202K | +10,919 | New |
|
29
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| $178K | – | – | – |
|
|
TSWM
30
Tyler-Stone Wealth Management
Beachwood,
Ohio
| $124K | +$60.2K | +3,250 | +88% |
|
|
IA
31
IFP Advisors
Tampa,
Florida
| $64.7K | – | – | – |
|
|
32
Two Sigma Investments
New York
| – | -$204K | -11,000 | Closed |
|
|
33
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$6K | -346 | Closed |
|
WINN Hedge Fund Activity: Q3 2023 in Review
31 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Harbor Long-Term Growers ETF (WINN) for Q3 2023, worth a combined $128M — up 57% from $81.5M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new WINN positions and 2 closed out — a net gain of 2 holders — while 20 added to existing stakes and 2 trimmed.
The largest buyer was Wealth Enhancement Advisory Services, opening a new position worth an estimated $28.6M. The largest seller was Two Sigma Investments, exiting entirely with an estimated $204K sold.
- 31 institutional investors held Harbor Long-Term Growers ETF (WINN) as of Q3 2023, up from 29 in Q2 2023.
- Funds reported $128M of Harbor Long-Term Growers ETF stock for Q3 2023, up 57% quarter-over-quarter.
- 4 funds opened new Harbor Long-Term Growers ETF positions in Q3 2023 and 2 closed out, a net change of +2 holders.
- The largest Harbor Long-Term Growers ETF buyer in Q3 2023 was Wealth Enhancement Advisory Services, an estimated $28.6M added.
- The largest Harbor Long-Term Growers ETF seller in Q3 2023 was Two Sigma Investments, an estimated $204K sold.
Based on aggregated 13F filings for Q3 2023.