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Harbor Long-Term Growers ETF

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: 7185 (+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: 55 (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
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
51
Steward Partners Investment Advisory
New York
$596K +$94.5K +3,526 +19%
BFA
52
Bill Few Associates
Pennsylvania
$551K +$253K +9,422 +87%
OMC
53
Old Mission Capital
Illinois
$535K +$527K +19,658 New
MGIA
54
Moneta Group Investment Advisors
Missouri
$528K +$520K +19,412 New
CF
55
Convergence Financial
Missouri
$523K +$515K +19,210 New
WFAG
56
Worth Financial Advisory Group
North Carolina
$493K +$263K +9,801 +118%
SB
57
Strategic Blueprint
Georgia
$472K +$94.7K +3,531 +26%
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$468K +$6.84K +255 +2%
IAA
59
Independent Advisor Alliance
North Carolina
$465K +$458K +17,074 New
FDDB
60
Fidelity D&D Bancorp
Pennsylvania
$445K
PWA
61
Phoenix Wealth Advisors
North Carolina
$436K
NFA
62
Northwest Financial Advisors
Virginia
$434K +$428K +15,950 New
HI
63
Harbour Investments
Wisconsin
$432K -$27.1K -1,011 -6%
UAG
64
United Advisor Group
Ohio
$432K +$67K +2,498 +19%
Rockefeller Capital Management
65
Rockefeller Capital Management
New York
$380K +$375K +13,975 New
OC
66
Oppenheimer & Co
New York
$377K +$152K +5,653 +69%
FHC
67
First Heartland Consultants
Missouri
$363K -$77K -2,874 -18%
PIA
68
Perennial Investment Advisors
California
$362K +$357K +13,307 New
PWS
69
Proactive Wealth Strategies
Georgia
$360K +$355K +13,240 New
WGCA
70
Wolf Group Capital Advisors
Virginia
$334K
Jane Street
71
Jane Street
New York
$332K -$69.1K -2,576 -17%
WIP
72
WealthCare Investment Partners
Rhode Island
$274K
IAG
73
Investmark Advisory Group
Connecticut
$259K
BA
74
Bluesphere Advisors
Pennsylvania
$257K -$191K -7,132 -43%
Mariner
75
Mariner
Kansas
$248K +$244K +9,113 New

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.