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Harbor Long-Term Growers ETF
WINN

85 hedge funds and large institutions have $556M invested in Harbor Long-Term Growers ETF in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 37 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

340% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 5

118% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 17

27% more capital invested

Capital invested by funds: $439M → $556M (+$116M)

20% more funds holding

Funds holding: 71 → 85 (+14)

5.6% more ownership

Funds ownership: 77.42% → 83.02% (+5.6%)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

Holders
85
Holders Change
+14
Holders Change %
+19.72%
% of All Funds
1.12%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
22
Increased
37
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GSAM
Grant Street Asset Management
Pennsylvania
+$17.1M
2
LPL Financial
LPL Financial
California
+$12.1M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$10.6M
4
Corient Private Wealth
Corient Private Wealth
Florida
+$8.81M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$4.65M

Top Sellers

Rank Fund Capital Flow
1
GSEP
Golden State Equity Partners
California
-$4.4M
2
OCM
Objective Capital Management
Ohio
-$3.08M
3
PWM
Provident Wealth Management
Tennessee
-$984K
4
TCA
Transcend Capital Advisors
New Jersey
-$770K
5
AI
Atria Investments
North Carolina
-$743K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$3.23M +$823K +30,714 +35%
PWM
27
Provident Wealth Management
Tennessee
$2.88M -$984K -36,724 -26%
WAP
28
Wealthcare Advisory Partners
Pennsylvania
$2.66M -$183K -6,816 -7%
LF
29
Lantz Financial
Illinois
$2.4M +$144K +5,380 +6%
Two Sigma Investments
30
Two Sigma Investments
New York
$2.24M +$2.21M +82,500 New
BEI
31
Benjamin Edwards Inc
Missouri
$2.19M -$46.2K -1,724 -2%
SA
32
Sanctuary Advisors
Indiana
$1.94M -$145K -5,415 -7%
Ameriprise
33
Ameriprise
Minnesota
$1.76M +$1.74M +64,832 New
WC
34
Waterloo Capital
Texas
$1.71M +$630K +23,501 +60%
CSP
35
Cary Street Partners
Virginia
$1.6M +$1.58M +58,846 New
BlackRock
36
BlackRock
New York
$1.53M +$1.51M +56,223 New
ACS
37
Archford Capital Strategies
Illinois
$1.52M +$141K +5,276 +10%
Truist Financial
38
Truist Financial
North Carolina
$1.48M +$44K +1,640 +3%
SWM
39
SFG Wealth Management
Maryland
$1.45M +$15.7K +584 +1%
WWM
40
Western Wealth Management
Colorado
$1.31M +$27.9K +1,041 +2%
TSWM
41
Tyler-Stone Wealth Management
Ohio
$1.12M +$59K +2,200 +6%
SN
42
Sittner & Nelson
Oregon
$1.05M +$424K +15,825 +69%
MNBTD
43
Moody National Bank Trust Division
Texas
$948K +$934K +34,828 New
P
44
&Partners
Tennessee
$927K +$899K +33,534 New
GS
45
GTS Securities
New York
$914K +$490K +18,282 +119%
HighTower Advisors
46
HighTower Advisors
Illinois
$873K +$1.53K +57 +0.2%
AI
47
Atria Investments
North Carolina
$738K -$743K -27,730 -51%
SWP
48
Stratos Wealth Partners
Ohio
$715K +$86.9K +3,241 +14%
JIC
49
Joel Isaacson & Co
New York
$665K +$160K +5,975 +32%
AWM
50
Avaii Wealth Management
Wisconsin
$611K +$119K +4,452 +25%
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WINN Hedge Fund Activity: Q4 2024 in Review

85 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Harbor Long-Term Growers ETF (WINN) for Q4 2024, worth a combined $556M — up 27% from $439M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new WINN positions and 5 closed out — a net gain of 17 holders — while 37 added to existing stakes and 17 trimmed.

The largest buyer was Grant Street Asset Management, adding an estimated $17.1M. The largest seller was Golden State Equity Partners, cutting an estimated $4.4M.

  • 85 institutional investors held Harbor Long-Term Growers ETF (WINN) as of Q4 2024, up from 71 in Q3 2024.
  • Funds reported $556M of Harbor Long-Term Growers ETF stock for Q4 2024, up 27% quarter-over-quarter.
  • 22 funds opened new Harbor Long-Term Growers ETF positions in Q4 2024 and 5 closed out, a net change of +17 holders.
  • The largest Harbor Long-Term Growers ETF buyer in Q4 2024 was Grant Street Asset Management, an estimated $17.1M added.
  • The largest Harbor Long-Term Growers ETF seller in Q4 2024 was Golden State Equity Partners, an estimated $4.4M sold.

Based on aggregated 13F filings for Q4 2024.