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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$15.2M |
| 2 |
GSAM
Grant Street Asset Management
Canonsburg,
Pennsylvania
|
+$13M |
| 3 |
PWM
Provident Wealth Management
Brentwood,
Tennessee
|
+$6.2M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$4.59M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$3.57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EH
Equitable Holdings
New York
|
-$1.02M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$812K |
| 3 |
CIA
Concurrent Investment Advisors
Tampa,
Florida
|
-$461K |
| 4 |
Two Sigma Investments
New York
|
-$26.9K |
| 5 |
BFA
Bill Few Associates
Pittsburgh,
Pennsylvania
|
-$965 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Morgan Stanley
New York
| $16.4K | +$15.7K | +700 | New |
|
|
IPW
52
Impact Partnership Wealth
Marietta,
Georgia
| $10.1K | +$9.65K | +430 | New |
|
|
HGERS
53
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
| $5.87K | +$5.61K | +250 | New |
|
|
HNB
54
Huntington National Bank
Columbus,
Ohio
| $1.74K | – | – | – |
|
|
55
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$812K | -39,297 | Closed |
|
|
CIA
56
Concurrent Investment Advisors
Tampa,
Florida
| – | -$461K | -22,280 | Closed |
|
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.