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Harbor Long-Term Growers ETF

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

750% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 2

550% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 4

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

47% more capital invested

Capital invested by funds: $189M → $276M (+$87.7M)

39% more funds holding

Funds holding: 3853 (+15)

3.66% less ownership

Funds ownership: 77.15%73.49% (-3.7%)

Holders
53
Holders Change
+15
Holders Change %
+39.47%
% of All Funds
0.76%
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
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$71.6M +$15.2M +679,315 +29%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$40.4M +$1.88M +83,768 +5%
Corient Private Wealth
3
Corient Private Wealth
Florida
$35.9M +$43.2K +1,926 +0.1%
GSAM
4
Grant Street Asset Management
Pennsylvania
$31.5M +$13M +577,593 +76%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$12.7M +$4.59M +204,680 +61%
WWM
6
WJ Wealth Management
Arizona
$9.39M +$3.23M +144,034 +56%
PAG
7
Private Advisor Group
New Jersey
$7.47M +$933K +41,550 +15%
PWM
8
Provident Wealth Management
Tennessee
$6.49M +$6.2M +276,388 New
EH
9
Equitable Holdings
New York
$6.43M -$1.02M -45,278 -14%
SF
10
Synovus Financial
Georgia
$5.02M +$517K +23,014 +12%
TCA
11
Transcend Capital Advisors
New Jersey
$4.34M +$822K +36,614 +25%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$4.3M +$484K +21,575 +13%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$4.29M +$3.57M +158,910 +663%
Osaic Holdings
14
Osaic Holdings
Arizona
$3.95M +$596K +26,531 +19%
AAS
15
Avantax Advisory Services
Texas
$3.76M +$381K +16,977 +12%
MML Investors Services
16
MML Investors Services
Massachusetts
$3.67M +$58.2K +2,591 +2%
OCM
17
Objective Capital Management
Ohio
$2.67M +$2.55M +113,785 New
SCM
18
SOL Capital Management
Maryland
$2.63M +$530K +23,596 +27%
FMN
19
Financial Management Network
California
$1.96M +$483K +21,503 +34%
BFEC
20
Benjamin F. Edwards & Company
Missouri
$1.9M -$224 -10 -0%
AI
21
Atria Investments
North Carolina
$1.54M +$141K +6,263 +11%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$1.41M +$615K +27,420 +84%
SWM
23
SFG Wealth Management
Maryland
$1.17M +$11.8K +527 +1%
LF
24
Lantz Financial
Illinois
$1.11M +$119K +5,295 +13%
RJA
25
Raymond James & Associates
Florida
$1.09M +$1.05M +46,577 New

WINN Hedge Fund Activity: Q1 2024 in Review

53 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Harbor Long-Term Growers ETF (WINN) for Q1 2024, worth a combined $276M — up 47% from $189M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new WINN positions and 2 closed out — a net gain of 15 holders — while 26 added to existing stakes and 4 trimmed.

The largest buyer was LPL Financial, adding an estimated $15.2M. The largest seller was Equitable Holdings, cutting an estimated $1.02M.

  • 53 institutional investors held Harbor Long-Term Growers ETF (WINN) as of Q1 2024, up from 38 in Q4 2023.
  • Funds reported $276M of Harbor Long-Term Growers ETF stock for Q1 2024, up 47% quarter-over-quarter.
  • 17 funds opened new Harbor Long-Term Growers ETF positions in Q1 2024 and 2 closed out, a net change of +15 holders.
  • The largest Harbor Long-Term Growers ETF buyer in Q1 2024 was LPL Financial, an estimated $15.2M added.
  • The largest Harbor Long-Term Growers ETF seller in Q1 2024 was Equitable Holdings, an estimated $1.02M sold.

Based on aggregated 13F filings for Q1 2024.