Harbor Long-Term Growers ETF
WINN
71 hedge funds and large institutions have $447M invested in Harbor Long-Term Growers ETF in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 40 increasing their positions, 15 reducing their positions, and 3 closing their positions.
200% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 3
167% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 15
10% more capital invested
Capital invested by funds: $407M → $447M (+$40.4M)
8% more funds holding
Funds holding: 66 → 71 (+5)
3.23% more ownership
Funds ownership: 75.63% → 78.87% (+3.2%)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$11.7M |
| 2 |
GSEP
Golden State Equity Partners
South Coast Metro,
California
|
+$9.36M |
| 3 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
+$7.29M |
| 4 |
LCM
Leisure Capital Management
Costa Mesa,
California
|
+$4.8M |
| 5 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
+$2.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$16.6M |
| 2 |
EH
Equitable Holdings
New York
|
-$1.79M |
| 3 |
PWM
Provident Wealth Management
Brentwood,
Tennessee
|
-$1.63M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$959K |
| 5 |
BA
Bluesphere Advisors
East Norriton,
Pennsylvania
|
-$899K |
WINN Hedge Fund Activity: Q3 2024 in Review
71 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Harbor Long-Term Growers ETF (WINN) for Q3 2024, worth a combined $447M — up 9.9% from $407M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new WINN positions and 3 closed out — a net gain of 6 holders — while 40 added to existing stakes and 15 trimmed.
The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $11.7M. The largest seller was LPL Financial, cutting an estimated $16.6M.
- 71 institutional investors held Harbor Long-Term Growers ETF (WINN) as of Q3 2024, up from 66 in Q2 2024.
- Funds reported $447M of Harbor Long-Term Growers ETF stock for Q3 2024, up 9.9% quarter-over-quarter.
- 9 funds opened new Harbor Long-Term Growers ETF positions in Q3 2024 and 3 closed out, a net change of +6 holders.
- The largest Harbor Long-Term Growers ETF buyer in Q3 2024 was Wealth Enhancement Advisory Services, an estimated $11.7M added.
- The largest Harbor Long-Term Growers ETF seller in Q3 2024 was LPL Financial, an estimated $16.6M sold.
Based on aggregated 13F filings for Q3 2024.