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Harbor Long-Term Growers ETF

85 hedge funds and large institutions have $556M invested in Harbor Long-Term Growers ETF in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 37 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

340% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 5

118% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 17

27% more capital invested

Capital invested by funds: $439M → $556M (+$116M)

20% more funds holding

Funds holding: 7185 (+14)

5.6% more ownership

Funds ownership: 77.42%83.02% (+5.6%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
85
Holders Change
+14
Holders Change %
+19.72%
% of All Funds
1.12%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
22
Increased
37
Reduced
17
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$108M +$12.1M +449,955 +13%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$74.2M +$4.65M +173,408 +7%
GSAM
3
Grant Street Asset Management
Pennsylvania
$56.6M +$17.1M +637,273 +44%
Corient Private Wealth
4
Corient Private Wealth
Florida
$52.1M +$8.81M +328,632 +21%
TCM
5
Towneley Capital Management
California
$30.7M -$183K -6,809 -0.6%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$21.4M +$4.43M +165,185 +27%
WWM
7
WJ Wealth Management
Arizona
$20.9M -$74.2K -2,767 -0.4%
Raymond James Financial
8
Raymond James Financial
Florida
$20.7M +$20.4M +759,642 New
GSWM
9
Golden State Wealth Management
California
$15.3M +$15.1M +562,345 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$11.8M +$10.6M +396,794 +1,055%
LCM
11
Leisure Capital Management
California
$10.8M +$452K +16,845 +4%
PAG
12
Private Advisor Group
New Jersey
$10.8M +$1.21M +45,140 +13%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$9.11M +$99K +3,692 +1%
IWM
14
IHT Wealth Management
Illinois
$8.62M +$176K +6,555 +2%
SCM
15
SOL Capital Management
Maryland
$8.02M +$2.79M +104,162 +55%
SF
16
Synovus Financial
Georgia
$7.85M +$919K +34,277 +13%
GSEP
17
Golden State Equity Partners
California
$6.48M -$4.4M -164,109 -41%
EH
18
Equitable Holdings
New York
$4.82M -$667K -24,881 -12%
AAS
19
Avantax Advisory Services
Texas
$4.6M +$8.55K +319 +0.2%
GVAG
20
Great Valley Advisor Group
Delaware
$4.31M -$383K -14,269 -8%
TCA
21
Transcend Capital Advisors
New Jersey
$4.17M -$770K -28,733 -16%
MML Investors Services
22
MML Investors Services
Massachusetts
$3.97M -$20.4K -762 -0.5%
Osaic Holdings
23
Osaic Holdings
Arizona
$3.79M -$212K -7,903 -5%
FMN
24
Financial Management Network
California
$3.75M +$72.6K +2,707 +2%
GA
25
Geller Advisors
New York
$3.44M +$3.54K +132 +0.1%

WINN Hedge Fund Activity: Q4 2024 in Review

85 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Harbor Long-Term Growers ETF (WINN) for Q4 2024, worth a combined $556M — up 27% from $439M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new WINN positions and 5 closed out — a net gain of 17 holders — while 37 added to existing stakes and 17 trimmed.

The largest buyer was Grant Street Asset Management, adding an estimated $17.1M. The largest seller was Golden State Equity Partners, cutting an estimated $4.4M.

  • 85 institutional investors held Harbor Long-Term Growers ETF (WINN) as of Q4 2024, up from 71 in Q3 2024.
  • Funds reported $556M of Harbor Long-Term Growers ETF stock for Q4 2024, up 27% quarter-over-quarter.
  • 22 funds opened new Harbor Long-Term Growers ETF positions in Q4 2024 and 5 closed out, a net change of +17 holders.
  • The largest Harbor Long-Term Growers ETF buyer in Q4 2024 was Grant Street Asset Management, an estimated $17.1M added.
  • The largest Harbor Long-Term Growers ETF seller in Q4 2024 was Golden State Equity Partners, an estimated $4.4M sold.

Based on aggregated 13F filings for Q4 2024.