We are live on ! Find out more
WINN icon

Harbor Long-Term Growers ETF
WINN

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: 71 → 85 (+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: 5 → 5 (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
–

Top Buyers

Rank Fund Capital Flow
1
GSAM
Grant Street Asset Management
Pennsylvania
+$17.1M
2
LPL Financial
LPL Financial
California
+$12.1M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$10.6M
4
Corient Private Wealth
Corient Private Wealth
Florida
+$8.81M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$4.65M

Top Sellers

Rank Fund Capital Flow
1
GSEP
Golden State Equity Partners
California
-$4.4M
2
OCM
Objective Capital Management
Ohio
-$3.08M
3
PWM
Provident Wealth Management
Tennessee
-$984K
4
TCA
Transcend Capital Advisors
New Jersey
-$770K
5
AI
Atria Investments
North Carolina
-$743K
Name Holding Trade Value Shares
Change 		Change in
Stake
IWN
76
Independent Wealth Network
Iowa
$208K +$205K +7,633 New
LNWWM
77
Laird Norton Wetherby Wealth Management
California
$200K +$197K +7,366 New
KAS
78
Kestra Advisory Services
Texas
$200K +$197K +7,360 New
PTC
79
Private Trust Company
Ohio
$184K – – –
IA
80
IFP Advisors
Florida
$69.2K – – –
Fifth Third Bancorp
81
Fifth Third Bancorp
Ohio
$55.7K – – –
Morgan Stanley
82
Morgan Stanley
New York
$27K +$27 +1 +0.1%
PMFA
83
Plante Moran Financial Advisors
Michigan
$5.69K – – –
GRP
84
Global Retirement Partners
California
$5.44K +$5.36K +200 New
FFA
85
Farther Finance Advisors
California
$1.09K +$1.07K +40 New
OCM
86
Objective Capital Management
Ohio
– -$3.08M -120,380 Closed
CFG
87
Carr Financial Group
Massachusetts
– -$225K -8,800 Closed
FFG
88
Frisch Financial Group
New York
– -$207K -8,099 Closed
HGERS
89
Householder Group Estate & Retirement Specialist
Arizona
– -$21K -850 Closed
Bank of America
90
Bank of America
North Carolina
– -$4.92K -192 Closed
1 2 3
4

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.