We are live on ! Find out more
WINN icon

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
AI
51
Atria Investments
North Carolina
$648K -$17.5K -650 -2%
AWM
52
Avaii Wealth Management
Wisconsin
$632K +$89.7K +3,336 +15%
BFA
53
Bill Few Associates
Pennsylvania
$578K +$90.1K +3,349 +17%
SB
54
Strategic Blueprint
Georgia
$573K +$163K +6,047 +35%
Citadel Advisors
55
Citadel Advisors
Florida
$567K +$623K +23,147 New
SPIA
56
Steward Partners Investment Advisory
New York
$494K -$47.1K -1,749 -8%
IWN
57
Independent Wealth Network
Iowa
$474K +$315K +11,724 +154%
UAG
58
United Advisor Group
Ohio
$406K +$18.8K +699 +4%
KAS
59
Kestra Advisory Services
Texas
$404K +$246K +9,150 +124%
FDDB
60
Fidelity D&D Bancorp
Pennsylvania
$401K
Janney Montgomery Scott
61
Janney Montgomery Scott
Pennsylvania
$398K -$25.8K -958 -6%
PWA
62
Phoenix Wealth Advisors
North Carolina
$393K
Mariner
63
Mariner
Kansas
$384K +$177K +6,573 +72%
HI
64
Harbour Investments
Wisconsin
$362K -$29.4K -1,094 -7%
Bank of New York Mellon
65
Bank of New York Mellon
New York
$360K +$396K +14,707 New
GWSG
66
GPS Wealth Strategies Group
Colorado
$345K +$379K +14,090 New
Rockefeller Capital Management
67
Rockefeller Capital Management
New York
$342K
WGCA
68
Wolf Group Capital Advisors
Virginia
$332K -$120K -4,450 -25%
FHC
69
First Heartland Consultants
Missouri
$324K -$2.96K -110 -0.8%
NFA
70
Northwest Financial Advisors
Virginia
$300K -$100K -3,720 -23%
OC
71
Oppenheimer & Co
New York
$273K -$73.5K -2,732 -20%
WIP
72
WealthCare Investment Partners
Rhode Island
$244K +$18.1K +672 +7%
IAG
73
Investmark Advisory Group
Connecticut
$233K
Stifel Financial
74
Stifel Financial
Missouri
$233K +$255K +9,490 New
PTC
75
Private Trust Company
Ohio
$190K +$26.9K +1,000 +15%

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.