WINN icon

Harbor Long-Term Growers ETF
WINN

Overview Fund Activity

66 hedge funds and large institutions have $406M invested in Harbor Long-Term Growers ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 30 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
+13
Holders Change %
+24.53%
% of All Funds
0.96%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
17
Increased
30
Reduced
14
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$106M
2
TCM
2
Towneley Capital Management
California
$28.4M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$52.6M
4
WWM
4
WJ Wealth Management
Arizona
$18.9M
5
LCM
5
Leisure Capital Management
California
$4.76M

Top Sellers

1
PWM
1
Provident Wealth Management
Tennessee
$5.26M
2
GAA
2
Global Assets Advisory
Florida
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$3.36M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$3.69M
5
AI
5
Atria Investments
North Carolina
$1.42M
Name Holding Trade Value Shares
Change 		Shares
Change %
SA
26
Sanctuary Advisors
Indiana
$1.72M +$1.72M +75,933 New
LF
27
Lantz Financial
Illinois
$1.52M +$323K +12,762 +27%
AI
28
Atria Investments
North Carolina
$1.42M -$245K -9,672 -15%
BA
29
Bluesphere Advisors
Pennsylvania
$1.33M +$474K +18,747 +55%
SWM
30
SFG Wealth Management
Maryland
$1.32M +$59.4K +2,347 +5%
ACS
31
Archford Capital Strategies
Illinois
$1.32M +$1.32M +52,245 New
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$1.29M -$228K -9,021 -15%
WWM
33
Western Wealth Management
Colorado
$1.17M +$859K +33,972 +272%
GS
34
GTS Securities
New York
$891K +$891K +35,240 New
HighTower Advisors
35
HighTower Advisors
Illinois
$810K +$253 +10 +0%
Truist Financial
36
Truist Financial
North Carolina
$751K +$41K +1,621 +6%
Jane Street
37
Jane Street
New York
$660K -$155K -6,131 -19%
SN
38
Sittner & Nelson
Oregon
$481K -$26K -1,030 -5%
SWP
39
Stratos Wealth Partners
Ohio
$478K +$221K +8,722 +86%
IWM
40
IHT Wealth Management
Illinois
$438K +$438K +17,312 New
HI
41
Harbour Investments
Wisconsin
$430K -$19K -753 -4%
TSWM
42
Tyler-Stone Wealth Management
Ohio
$424K +$68.5K +2,710 +19%
FDDB
43
Fidelity D&D Bancorp
Pennsylvania
$413K – – –
PWA
44
Phoenix Wealth Advisors
North Carolina
$405K – – –
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$401K +$134K +5,283 +50%
WGCA
46
Wolf Group Capital Advisors
Virginia
$397K -$58.1K -2,296 -13%
AWM
47
Avaii Wealth Management
Wisconsin
$322K +$322K +12,714 New
Two Sigma Investments
48
Two Sigma Investments
New York
$314K -$80.9K -3,200 -21%
JIC
49
Joel Isaacson & Co
New York
$306K +$306K +12,102 New
UAG
50
United Advisor Group
Ohio
$283K +$283K +11,180 New
1
2
3