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Harbor Long-Term Growers ETF

84 hedge funds and large institutions have $540M invested in Harbor Long-Term Growers ETF in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 46 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 22

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

3% less capital invested

Capital invested by funds: $556M → $540M (-$15.5M)

1% less funds holding

Funds holding: 8584 (-1)

2.6% less ownership

Funds ownership: 83.02%80.42% (-2.6%)

Holders
84
Holders Change
-1
Holders Change %
-1.18%
% of All Funds
1.13%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
9
Increased
46
Reduced
22
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$2.4M -$556K -20,673 -17%
LF
27
Lantz Financial
Illinois
$2.38M +$242K +8,982 +10%
PWM
28
Provident Wealth Management
Tennessee
$2.11M -$532K -19,771 -19%
BEI
29
Benjamin Edwards Inc
Missouri
$2.09M +$136K +5,072 +6%
IWM
30
IHT Wealth Management
Illinois
$1.87M -$6.47M -240,370 -76%
SA
31
Sanctuary Advisors
Indiana
$1.87M +$196K +7,294 +11%
P
32
&Partners
Tennessee
$1.75M +$999K +37,122 +111%
WC
33
Waterloo Capital
Texas
$1.65M +$128K +4,753 +8%
PIA
34
Perennial Investment Advisors
California
$1.6M +$1.4M +52,012 +391%
Ameriprise
35
Ameriprise
Minnesota
$1.56M -$36.3K -1,351 -2%
MGIA
36
Moneta Group Investment Advisors
Missouri
$1.5M +$1.13M +41,896 +216%
Truist Financial
37
Truist Financial
North Carolina
$1.46M +$148K +5,501 +10%
CSP
38
Cary Street Partners
Virginia
$1.44M -$1.61K -60 -0.1%
BlackRock
39
BlackRock
New York
$1.38M
WWM
40
Western Wealth Management
Colorado
$1.21M +$38.8K +1,444 +3%
PWS
41
Proactive Wealth Strategies
Georgia
$1.16M +$919K +34,170 +258%
CF
42
Convergence Financial
Missouri
$1.14M +$734K +27,282 +142%
TSWM
43
Tyler-Stone Wealth Management
Ohio
$1.11M +$108K +4,000 +10%
SWM
44
SFG Wealth Management
Maryland
$1.1M -$225K -8,374 -16%
SN
45
Sittner & Nelson
Oregon
$1.1M +$161K +6,000 +16%
MNBTD
46
Moody National Bank Trust Division
Texas
$1M +$164K +6,101 +18%
SWP
47
Stratos Wealth Partners
Ohio
$951K +$338K +12,549 +48%
JIC
48
Joel Isaacson & Co
New York
$894K +$324K +12,035 +49%
WFAG
49
Worth Financial Advisory Group
North Carolina
$804K +$396K +14,728 +81%
HighTower Advisors
50
HighTower Advisors
Illinois
$790K +$4.28K +159 +0.5%

WINN Hedge Fund Activity: Q1 2025 in Review

84 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Harbor Long-Term Growers ETF (WINN) for Q1 2025, worth a combined $540M — down 2.8% from $556M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new WINN positions and 7 closed out — a net gain of 2 holders — while 46 added to existing stakes and 22 trimmed.

The largest buyer was Corient Private Wealth, adding an estimated $17.4M. The largest seller was IHT Wealth Management, cutting an estimated $6.47M.

  • 84 institutional investors held Harbor Long-Term Growers ETF (WINN) as of Q1 2025, down from 85 in Q4 2024.
  • Funds reported $540M of Harbor Long-Term Growers ETF stock for Q1 2025, down 2.8% quarter-over-quarter.
  • 9 funds opened new Harbor Long-Term Growers ETF positions in Q1 2025 and 7 closed out, a net change of +2 holders.
  • The largest Harbor Long-Term Growers ETF buyer in Q1 2025 was Corient Private Wealth, an estimated $17.4M added.
  • The largest Harbor Long-Term Growers ETF seller in Q1 2025 was IHT Wealth Management, an estimated $6.47M sold.

Based on aggregated 13F filings for Q1 2025.