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Harbor Long-Term Growers ETF

29 hedge funds and large institutions have $81.5M invested in Harbor Long-Term Growers ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 1 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,300% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 1

80% more capital invested

Capital invested by funds: $45.3M → $81.5M (+$36.2M)

38% more funds holding

Funds holding: 2129 (+8)

7.37% more ownership

Funds ownership: 44.65%52.01% (+7.4%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
29
Holders Change
+8
Holders Change %
+38.1%
% of All Funds
0.46%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
14
Reduced
1
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
1
Corient Private Wealth
Florida
$21.2M +$4.34M +255,830 +29%
LPL Financial
2
LPL Financial
California
$16.8M +$10.9M +642,947 +247%
GSAM
3
Grant Street Asset Management
Pennsylvania
$12.8M +$681K +40,088 +6%
EH
4
Equitable Holdings
New York
$5.85M +$190K +11,217 +4%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$4.44M +$961K +56,578 +31%
SF
6
Synovus Financial
Georgia
$3.06M +$121K +7,154 +5%
Osaic Holdings
7
Osaic Holdings
Arizona
$2.78M +$1.68M +98,850 +193%
PAG
8
Private Advisor Group
New Jersey
$2.43M +$169K +9,968 +8%
AAS
9
Avantax Advisory Services
Texas
$2.25M +$488K +28,758 +31%
TCA
10
Transcend Capital Advisors
New Jersey
$1.66M +$1.52M +89,706 New
SCM
11
SOL Capital Management
Maryland
$1.53M +$208K +12,255 +17%
AI
12
Atria Investments
North Carolina
$1.04M +$949K +55,918 New
BFEC
13
Benjamin F. Edwards & Company
Missouri
$973K +$15.9K +938 +2%
SWM
14
SFG Wealth Management
Maryland
$891K +$816K +48,073 New
HighTower Advisors
15
HighTower Advisors
Illinois
$593K +$10.5K +621 +2%
LF
16
Lantz Financial
Illinois
$486K +$155K +9,108 +53%
FMN
17
Financial Management Network
California
$435K +$398K +23,440 New
WGCA
18
Wolf Group Capital Advisors
Virginia
$316K
FFG
19
Frisch Financial Group
New York
$282K
SN
20
Sittner & Nelson
Oregon
$276K
HI
21
Harbour Investments
Wisconsin
$237K -$1.53K -90 -0.7%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$212K +$195K +11,456 New
WIP
23
WealthCare Investment Partners
Rhode Island
$208K +$12.9K +758 +7%
Two Sigma Investments
24
Two Sigma Investments
New York
$204K +$187K +11,000 New
FHC
25
First Heartland Consultants
Missouri
$194K +$178K +10,489 New

WINN Hedge Fund Activity: Q2 2023 in Review

29 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Harbor Long-Term Growers ETF (WINN) for Q2 2023, worth a combined $81.5M — up 80% from $45.3M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new WINN positions and 0 closed out — a net gain of 9 holders — while 14 added to existing stakes and 1 trimmed.

The largest buyer was LPL Financial, adding an estimated $10.9M. The largest seller was Harbour Investments, cutting an estimated $1.53K.

  • 29 institutional investors held Harbor Long-Term Growers ETF (WINN) as of Q2 2023, up from 21 in Q1 2023.
  • Funds reported $81.5M of Harbor Long-Term Growers ETF stock for Q2 2023, up 80% quarter-over-quarter.
  • 9 funds opened new Harbor Long-Term Growers ETF positions in Q2 2023 and 0 closed out, a net change of +9 holders.
  • The largest Harbor Long-Term Growers ETF buyer in Q2 2023 was LPL Financial, an estimated $10.9M added.
  • The largest Harbor Long-Term Growers ETF seller in Q2 2023 was Harbour Investments, an estimated $1.53K sold.

Based on aggregated 13F filings for Q2 2023.