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Harbor Long-Term Growers ETF

21 hedge funds and large institutions have $39.7M invested in Harbor Long-Term Growers ETF in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 7 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,200% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 1

600% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 1

91% more funds holding

Funds holding: 1121 (+10)

79% more capital invested

Capital invested by funds: $22.1M → $39.7M (+$17.6M)

12.3% more ownership

Funds ownership: 34.69%46.99% (+12%)

Holders
21
Holders Change
+10
Holders Change %
+90.91%
% of All Funds
0.34%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
7
Reduced
1
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
1
Corient Private Wealth
Florida
$10.1M +$10.5M +741,978 New
GSAM
2
Grant Street Asset Management
Pennsylvania
$8.39M +$8.48M +598,295 +2,953%
FFG
3
Frisch Financial Group
New York
$4.95M +$5.17M +365,112 New
EH
4
Equitable Holdings
New York
$3.98M +$4.16M +293,284 New
LPL Financial
5
LPL Financial
California
$3.2M +$2.43M +171,368 +267%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$2.14M -$487K -34,376 -18%
SF
7
Synovus Financial
Georgia
$2.05M +$973K +68,693 +83%
AAS
8
Avantax Advisory Services
Texas
$1.09M +$1.14M +80,261 New
SCM
9
SOL Capital Management
Maryland
$736K +$454K +32,044 +144%
Osaic Holdings
10
Osaic Holdings
Arizona
$619K +$425K +30,000 +193%
BFEC
11
Benjamin F. Edwards & Company
Missouri
$506K +$529K +37,305 New
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$488K +$510K +35,979 New
HighTower Advisors
13
HighTower Advisors
Illinois
$426K +$445K +31,376 New
WGCA
14
Wolf Group Capital Advisors
Virginia
$252K +$57K +4,025 +28%
WIP
15
WealthCare Investment Partners
Rhode Island
$225K +$235K +16,574 New
SN
16
Sittner & Nelson
Oregon
$205K +$152K +10,740 +247%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$136K +$142K +10,000 New
HI
18
Harbour Investments
Wisconsin
$122K +$127K +8,970 New
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$89.7K +$93.6K +6,608 New
IA
20
IFP Advisors
Florida
$67K +$51.4K +3,629 New
PAG
21
Private Advisor Group
New Jersey
$1.27K +$1.33M +93,831 New
Jane Street
22
Jane Street
New York
-$548K -39,460 Closed

WINN Hedge Fund Activity: Q4 2022 in Review

21 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Harbor Long-Term Growers ETF (WINN) for Q4 2022, worth a combined $39.7M — up 79% from $22.1M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new WINN positions and 1 closed out — a net gain of 12 holders — while 7 added to existing stakes and 1 trimmed.

The largest buyer was Grant Street Asset Management, adding an estimated $8.48M. The largest seller was Jane Street, exiting entirely with an estimated $548K sold.

  • 21 institutional investors held Harbor Long-Term Growers ETF (WINN) as of Q4 2022, up from 11 in Q3 2022.
  • Funds reported $39.7M of Harbor Long-Term Growers ETF stock for Q4 2022, up 79% quarter-over-quarter.
  • 13 funds opened new Harbor Long-Term Growers ETF positions in Q4 2022 and 1 closed out, a net change of +12 holders.
  • The largest Harbor Long-Term Growers ETF buyer in Q4 2022 was Grant Street Asset Management, an estimated $8.48M added.
  • The largest Harbor Long-Term Growers ETF seller in Q4 2022 was Jane Street, an estimated $548K sold.

Based on aggregated 13F filings for Q4 2022.