Harbor Long-Term Growers ETF
WINN
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.
467% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 3
114% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 14
100% more funds holding in top 10
Funds holding in top 10: 3 → 6 (+3)
47% more capital invested
Capital invested by funds: $276M → $406M (+$130M)
25% more funds holding
Funds holding: 53 → 66 (+13)
2.14% more ownership
Funds ownership: 73.49% → 75.63% (+2.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$26.7M |
| 2 |
TCM
Towneley Capital Management
Laguna Hills,
California
|
+$26.6M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$8.56M |
| 4 |
WWM
WJ Wealth Management
Glendale,
Arizona
|
+$8.27M |
| 5 |
LCM
Leisure Capital Management
Costa Mesa,
California
|
+$4.46M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWM
Provident Wealth Management
Brentwood,
Tennessee
|
-$1.62M |
| 2 |
GAA
Global Assets Advisory
Orlando,
Florida
|
-$901K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$838K |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
-$250K |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$229K |
WINN Hedge Fund Activity: Q2 2024 in Review
66 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Harbor Long-Term Growers ETF (WINN) for Q2 2024, worth a combined $406M — up 47% from $276M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new WINN positions and 3 closed out — a net gain of 14 holders — while 30 added to existing stakes and 14 trimmed.
The largest buyer was LPL Financial, adding an estimated $26.7M. The largest seller was Provident Wealth Management, cutting an estimated $1.62M.
- 66 institutional investors held Harbor Long-Term Growers ETF (WINN) as of Q2 2024, up from 53 in Q1 2024.
- Funds reported $406M of Harbor Long-Term Growers ETF stock for Q2 2024, up 47% quarter-over-quarter.
- 17 funds opened new Harbor Long-Term Growers ETF positions in Q2 2024 and 3 closed out, a net change of +14 holders.
- The largest Harbor Long-Term Growers ETF buyer in Q2 2024 was LPL Financial, an estimated $26.7M added.
- The largest Harbor Long-Term Growers ETF seller in Q2 2024 was Provident Wealth Management, an estimated $1.62M sold.
Based on aggregated 13F filings for Q2 2024.