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Harbor Long-Term Growers ETF
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Overview Fund Activity

71 hedge funds and large institutions have $439M invested in Harbor Long-Term Growers ETF in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 40 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
+5
Holders Change %
+7.58%
% of All Funds
1.03%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
9
Increased
40
Reduced
15
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$65.4M
2
IWM
IHT Wealth Management
Illinois
$7.95M
3
LCM
Leisure Capital Management
California
$9.76M
4
WAP
Wealthcare Advisory Partners
Pennsylvania
$2.68M
5
RJA
Raymond James & Associates
Florida
$4.73M

Top Sellers

1
LPL Financial
LPL Financial
California
$89.8M
2
EH
Equitable Holdings
New York
$5.17M
3
PWM
Provident Wealth Management
Tennessee
$3.65M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$15.9M
5
BA
Bluesphere Advisors
Pennsylvania
$425K
Name Holding Trade Value Shares
Change 		Shares
Change %
FHC
51
First Heartland Consultants
Missouri
$415K -$54.4K -2,126 -12%
PWA
52
Phoenix Wealth Advisors
North Carolina
$411K – – –
GS
53
GTS Securities
New York
$392K -$510K -19,927 -57%
Jane Street
54
Jane Street
New York
$378K -$290K -11,329 -43%
SB
55
Strategic Blueprint
Georgia
$354K +$354K +13,829 New
UAG
56
United Advisor Group
Ohio
$343K +$56.4K +2,203 +20%
WGCA
57
Wolf Group Capital Advisors
Virginia
$334K +$42.6K +2,296 +15%
BFA
58
Bill Few Associates
Pennsylvania
$277K +$1.08K +42 +0.4%
WIP
59
WealthCare Investment Partners
Rhode Island
$256K -$25 -1 -0%
IAG
60
Investmark Advisory Group
Connecticut
$244K +$31.3K +1,224 +15%
CFG
61
Carr Financial Group
Massachusetts
$225K +$225K +8,800 New
WFAG
62
Worth Financial Advisory Group
North Carolina
$213K +$213K +8,302 New
OC
63
Oppenheimer & Co
New York
$211K +$211K +8,220 New
FFG
64
Frisch Financial Group
New York
$207K – – –
PTC
65
Private Trust Company
Ohio
$173K +$140K +5,450 +419%
IA
66
IFP Advisors
Florida
$65.1K – – –
Fifth Third Bancorp
67
Fifth Third Bancorp
Ohio
$52.4K – – –
Morgan Stanley
68
Morgan Stanley
New York
$25.3K – – –
HGERS
69
Householder Group Estate & Retirement Specialist
Arizona
$21K – – –
PMFA
70
Plante Moran Financial Advisors
Michigan
$5.35K +$5.35K +209 New
Bank of America
71
Bank of America
North Carolina
$4.92K -$166K -6,482 -97%
HNB
72
Huntington National Bank
Ohio
$1.9K – – –
Two Sigma Investments
73
Two Sigma Investments
New York
– -$314K -12,400 Closed
Mariner
74
Mariner
Kansas
– -$239K -9,431 Closed
IAIM
75
International Assets Investment Management
Florida
– -$37.9K -1,500 Closed
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