Harbor Long-Term Growers ETF
WINN
38 hedge funds and large institutions have $189M invested in Harbor Long-Term Growers ETF in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 5 reducing their positions, and 3 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 5
233% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 3
48% more capital invested
Capital invested by funds: $128M → $189M (+$61M)
23% more funds holding
Funds holding: 31 → 38 (+7)
5.98% more ownership
Funds ownership: 71.17% → 77.15% (+6%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$14.4M |
| 2 |
WWM
WJ Wealth Management
Glendale,
Arizona
|
+$4.9M |
| 3 |
Corient Private Wealth
Miami,
Florida
|
+$3.51M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.09M |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
+$2.95M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$335K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$335K |
| 3 |
FFG
Frisch Financial Group
Melville,
New York
|
-$271K |
| 4 |
IAG
Investmark Advisory Group
Shelton,
Connecticut
|
-$195K |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$27.3K |
WINN Hedge Fund Activity: Q4 2023 in Review
38 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Harbor Long-Term Growers ETF (WINN) for Q4 2023, worth a combined $189M — up 48% from $128M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new WINN positions and 3 closed out — a net gain of 7 holders — while 20 added to existing stakes and 5 trimmed.
The largest buyer was LPL Financial, adding an estimated $14.4M. The largest seller was Citadel Advisors, exiting entirely with an estimated $335K sold.
- 38 institutional investors held Harbor Long-Term Growers ETF (WINN) as of Q4 2023, up from 31 in Q3 2023.
- Funds reported $189M of Harbor Long-Term Growers ETF stock for Q4 2023, up 48% quarter-over-quarter.
- 10 funds opened new Harbor Long-Term Growers ETF positions in Q4 2023 and 3 closed out, a net change of +7 holders.
- The largest Harbor Long-Term Growers ETF buyer in Q4 2023 was LPL Financial, an estimated $14.4M added.
- The largest Harbor Long-Term Growers ETF seller in Q4 2023 was Citadel Advisors, an estimated $335K sold.
Based on aggregated 13F filings for Q4 2023.