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Harbor Long-Term Growers ETF

21 hedge funds and large institutions have $45.3M invested in Harbor Long-Term Growers ETF in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 12 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 4

14% more capital invested

Capital invested by funds: $39.7M → $45.3M (+$5.52M)

0% more funds holding

Funds holding: 2121 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

2.35% less ownership

Funds ownership: 46.99%44.65% (-2.3%)

Holders
21
Holders Change
Holders Change %
0%
% of All Funds
0.33%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
2
Increased
12
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
1
Corient Private Wealth
Florida
$14.3M +$2.19M +146,516 +20%
GSAM
2
Grant Street Asset Management
Pennsylvania
$10.5M +$496K +33,183 +5%
EH
3
Equitable Holdings
New York
$4.9M +$163K +10,880 +4%
LPL Financial
4
LPL Financial
California
$4.2M +$376K +25,166 +11%
SF
5
Synovus Financial
Georgia
$2.54M +$98.1K +6,557 +4%
PAG
6
Private Advisor Group
New Jersey
$1.95M +$407K +27,244 +29%
AAS
7
Avantax Advisory Services
Texas
$1.5M +$188K +12,560 +16%
SCM
8
SOL Capital Management
Maryland
$1.13M +$238K +15,900 +29%
BFEC
9
Benjamin F. Edwards & Company
Missouri
$831K +$213K +14,229 +38%
Osaic Holdings
10
Osaic Holdings
Arizona
$825K +$83.6K +5,587 +12%
HighTower Advisors
11
HighTower Advisors
Illinois
$506K
FDDB
12
Fidelity D&D Bancorp
Pennsylvania
$384K +$245K +16,350 New
WGCA
13
Wolf Group Capital Advisors
Virginia
$290K -$8.53K -570 -3%
LF
14
Lantz Financial
Illinois
$276K +$256K +17,093 New
FFG
15
Frisch Financial Group
New York
$245K -$5.23M -349,902 -96%
SN
16
Sittner & Nelson
Oregon
$240K -$2.99K -200 -1%
HI
17
Harbour Investments
Wisconsin
$208K +$58.6K +3,915 +44%
WIP
18
WealthCare Investment Partners
Rhode Island
$168K -$91.7K -6,128 -37%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$161K
IA
20
IFP Advisors
Florida
$67.2K
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$2.95K +$371K +24,795 +16%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
-$488K -35,979 Closed
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
-$89.7K -6,608 Closed

WINN Hedge Fund Activity: Q1 2023 in Review

21 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Harbor Long-Term Growers ETF (WINN) for Q1 2023, worth a combined $45.3M — up 14% from $39.7M a quarter earlier.

Fund positioning in WINN was balanced in Q1 2023: 2 funds opened new positions, 2 closed out, 12 added to existing stakes and 4 trimmed.

The largest buyer was Corient Private Wealth, adding an estimated $2.19M. The largest seller was Frisch Financial Group, cutting an estimated $5.23M.

  • 21 institutional investors held Harbor Long-Term Growers ETF (WINN) as of Q1 2023, unchanged from Q4 2022.
  • Funds reported $45.3M of Harbor Long-Term Growers ETF stock for Q1 2023, up 14% quarter-over-quarter.
  • 2 funds opened new Harbor Long-Term Growers ETF positions in Q1 2023 and 2 closed out, a net change of 0 holders.
  • The largest Harbor Long-Term Growers ETF buyer in Q1 2023 was Corient Private Wealth, an estimated $2.19M added.
  • The largest Harbor Long-Term Growers ETF seller in Q1 2023 was Frisch Financial Group, an estimated $5.23M sold.

Based on aggregated 13F filings for Q1 2023.