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Harbor Long-Term Growers ETF
WINN

53 hedge funds and large institutions have $276M invested in Harbor Long-Term Growers ETF in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 26 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

750% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 2

550% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 4

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

47% more capital invested

Capital invested by funds: $189M → $276M (+$87.7M)

39% more funds holding

Funds holding: 38 → 53 (+15)

3.66% less ownership

Funds ownership: 77.15% → 73.49% (-3.7%)

Holders
53
Holders Change
+15
Holders Change %
+39.47%
% of All Funds
0.76%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
17
Increased
26
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$15.2M
2
GSAM
Grant Street Asset Management
Pennsylvania
+$13M
3
PWM
Provident Wealth Management
Tennessee
+$6.2M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$4.59M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.57M

Top Sellers

Rank Fund Capital Flow
1
EH
Equitable Holdings
New York
-$1.02M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$812K
3
CIA
Concurrent Investment Advisors
Florida
-$461K
4
Two Sigma Investments
Two Sigma Investments
New York
-$26.9K
5
BFA
Bill Few Associates
Pennsylvania
-$965
Name Holding Trade Value Shares
Change 		Change in
Stake
GA
26
Geller Advisors
New York
$941K +$531K +23,659 +144%
GAA
27
Global Assets Advisory
Florida
$901K +$475K +21,144 New
BA
28
Bluesphere Advisors
Pennsylvania
$797K +$497K +22,154 +188%
Jane Street
29
Jane Street
New York
$757K +$724K +32,238 New
HighTower Advisors
30
HighTower Advisors
Illinois
$752K – – –
Truist Financial
31
Truist Financial
North Carolina
$659K +$630K +28,060 New
SN
32
Sittner & Nelson
Oregon
$470K +$115K +5,140 +35%
HI
33
Harbour Investments
Wisconsin
$416K – – –
FHC
34
First Heartland Consultants
Missouri
$391K +$19.5K +868 +6%
FDDB
35
Fidelity D&D Bancorp
Pennsylvania
$384K +$367K +16,350 New
PWA
36
Phoenix Wealth Advisors
North Carolina
$376K – – –
Two Sigma Investments
37
Two Sigma Investments
New York
$366K -$26.9K -1,200 -7%
WGCA
38
Wolf Group Capital Advisors
Virginia
$334K – – –
TSWM
39
Tyler-Stone Wealth Management
Ohio
$330K +$135K +6,000 +75%
WWM
40
Western Wealth Management
Colorado
$293K +$280K +12,477 New
WIP
41
WealthCare Investment Partners
Rhode Island
$265K – – –
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$248K +$13K +578 +6%
BFA
43
Bill Few Associates
Pennsylvania
$246K -$965 -43 -0.4%
SWP
44
Stratos Wealth Partners
Ohio
$239K +$229K +10,194 New
Mariner
45
Mariner
Kansas
$209K +$200K +8,909 New
Bank of America
46
Bank of America
North Carolina
$152K +$145K +6,482 New
IA
47
IFP Advisors
Florida
$59.7K – – –
Fifth Third Bancorp
48
Fifth Third Bancorp
Ohio
$48K +$45.9K +2,047 New
PTC
49
Private Trust Company
Ohio
$30.5K +$29.2K +1,301 New
UBS Group
50
UBS Group
Switzerland
$21.3K +$20.4K +909 New
1
2
3

WINN Hedge Fund Activity: Q1 2024 in Review

53 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Harbor Long-Term Growers ETF (WINN) for Q1 2024, worth a combined $276M — up 47% from $189M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new WINN positions and 2 closed out — a net gain of 15 holders — while 26 added to existing stakes and 4 trimmed.

The largest buyer was LPL Financial, adding an estimated $15.2M. The largest seller was Equitable Holdings, cutting an estimated $1.02M.

  • 53 institutional investors held Harbor Long-Term Growers ETF (WINN) as of Q1 2024, up from 38 in Q4 2023.
  • Funds reported $276M of Harbor Long-Term Growers ETF stock for Q1 2024, up 47% quarter-over-quarter.
  • 17 funds opened new Harbor Long-Term Growers ETF positions in Q1 2024 and 2 closed out, a net change of +15 holders.
  • The largest Harbor Long-Term Growers ETF buyer in Q1 2024 was LPL Financial, an estimated $15.2M added.
  • The largest Harbor Long-Term Growers ETF seller in Q1 2024 was Equitable Holdings, an estimated $1.02M sold.

Based on aggregated 13F filings for Q1 2024.