WINN icon

Harbor Long-Term Growers ETF
WINN

Overview Fund Activity

53 hedge funds and large institutions have $276M invested in Harbor Long-Term Growers ETF in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 26 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
+15
Holders Change %
+39.47%
% of All Funds
0.77%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
17
Increased
26
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$71.6M
2
GSAM
Grant Street Asset Management
Pennsylvania
$31.5M
3
PWM
Provident Wealth Management
Tennessee
$6.49M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$12.7M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$4.29M

Top Sellers

1
EH
Equitable Holdings
New York
$6.43M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
3
CIA
Concurrent Investment Advisors
Florida
$0
4
Two Sigma Investments
Two Sigma Investments
New York
$366K
5
BFA
Bill Few Associates
Pennsylvania
$246K
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$71.6M +$15.9M +679,315 +29%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$40.4M +$1.97M +83,768 +5%
Corient Private Wealth
3
Corient Private Wealth
Florida
$35.9M +$45.2K +1,926 +0.1%
GSAM
4
Grant Street Asset Management
Pennsylvania
$31.5M +$13.6M +577,593 +76%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$12.7M +$4.8M +204,680 +61%
WWM
6
WJ Wealth Management
Arizona
$9.39M +$3.38M +144,034 +56%
PAG
7
Private Advisor Group
New Jersey
$7.47M +$975K +41,550 +15%
PWM
8
Provident Wealth Management
Tennessee
$6.49M +$6.49M +276,388 New
EH
9
Equitable Holdings
New York
$6.43M -$1.06M -45,278 -14%
SF
10
Synovus Financial
Georgia
$5.02M +$540K +23,014 +12%
TCA
11
Transcend Capital Advisors
New Jersey
$4.34M +$859K +36,614 +25%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$4.3M +$506K +21,575 +13%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$4.29M +$3.73M +158,910 +663%
Osaic Holdings
14
Osaic Holdings
Arizona
$3.95M +$623K +26,531 +19%
AAS
15
Avantax Advisory Services
Texas
$3.76M +$398K +16,977 +12%
MML Investors Services
16
MML Investors Services
Massachusetts
$3.67M +$60.8K +2,591 +2%
OCM
17
Objective Capital Management
Ohio
$2.67M +$2.67M +113,785 New
SCM
18
SOL Capital Management
Maryland
$2.63M +$554K +23,596 +27%
FMN
19
Financial Management Network
California
$1.96M +$495K +21,503 +34%
BFEC
20
Benjamin F. Edwards & Company
Missouri
$1.9M -$235 -10 -0%
AI
21
Atria Investments
North Carolina
$1.54M +$147K +6,263 +11%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$1.41M +$644K +27,420 +84%
SWM
23
SFG Wealth Management
Maryland
$1.17M +$12.4K +527 +1%
LF
24
Lantz Financial
Illinois
$1.11M +$124K +5,295 +13%
RJA
25
Raymond James & Associates
Florida
$1.09M +$1.09M +46,577 New
1
2 3