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Harbor Long-Term Growers ETF

84 hedge funds and large institutions have $540M invested in Harbor Long-Term Growers ETF in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 46 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 22

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

3% less capital invested

Capital invested by funds: $556M → $540M (-$15.5M)

1% less funds holding

Funds holding: 8584 (-1)

2.6% less ownership

Funds ownership: 83.02%80.42% (-2.6%)

Holders
84
Holders Change
-1
Holders Change %
-1.18%
% of All Funds
1.13%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
9
Increased
46
Reduced
22
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$100M +$3.43M +127,444 +3%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$68.3M +$1.65M +61,257 +2%
Corient Private Wealth
3
Corient Private Wealth
Florida
$62.8M +$17.4M +648,263 +34%
GSAM
4
Grant Street Asset Management
Pennsylvania
$53.7M +$3.03M +112,570 +5%
TCM
5
Towneley Capital Management
California
$29M +$1.49M +55,210 +5%
Raymond James Financial
6
Raymond James Financial
Florida
$25.3M +$7.38M +274,280 +36%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$22.1M +$3.11M +115,676 +15%
GSWM
8
Golden State Wealth Management
California
$14.2M +$478K +17,762 +3%
WWM
9
WJ Wealth Management
Arizona
$14.1M -$5.17M -192,156 -25%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$11.9M +$1.39M +51,689 +12%
LCM
11
Leisure Capital Management
California
$11M +$1.43M +53,053 +13%
PAG
12
Private Advisor Group
New Jersey
$10.2M +$536K +19,930 +5%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$9.42M +$1.33M +49,429 +15%
SF
14
Synovus Financial
Georgia
$9.08M +$2.21M +82,150 +28%
SCM
15
SOL Capital Management
Maryland
$8.4M +$1.29M +48,093 +16%
ACS
16
Archford Capital Strategies
Illinois
$6.97M +$6.15M +228,540 +410%
Osaic Holdings
17
Osaic Holdings
Arizona
$6.41M +$3.3M +122,497 +88%
GSEP
18
Golden State Equity Partners
California
$5.4M -$478K -17,763 -7%
AAS
19
Avantax Advisory Services
Texas
$4.26M +$139K +5,178 +3%
EH
20
Equitable Holdings
New York
$3.99M -$383K -14,234 -8%
GVAG
21
Great Valley Advisor Group
Delaware
$3.87M -$7.42K -276 -0.2%
TCA
22
Transcend Capital Advisors
New Jersey
$3.62M -$154K -5,711 -4%
MML Investors Services
23
MML Investors Services
Massachusetts
$3.31M -$291K -10,818 -7%
FMN
24
Financial Management Network
California
$3.14M +$198K +7,366 +5%
WAP
25
Wealthcare Advisory Partners
Pennsylvania
$2.83M +$478K +17,784 +18%

WINN Hedge Fund Activity: Q1 2025 in Review

84 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Harbor Long-Term Growers ETF (WINN) for Q1 2025, worth a combined $540M — down 2.8% from $556M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new WINN positions and 7 closed out — a net gain of 2 holders — while 46 added to existing stakes and 22 trimmed.

The largest buyer was Corient Private Wealth, adding an estimated $17.4M. The largest seller was IHT Wealth Management, cutting an estimated $6.47M.

  • 84 institutional investors held Harbor Long-Term Growers ETF (WINN) as of Q1 2025, down from 85 in Q4 2024.
  • Funds reported $540M of Harbor Long-Term Growers ETF stock for Q1 2025, down 2.8% quarter-over-quarter.
  • 9 funds opened new Harbor Long-Term Growers ETF positions in Q1 2025 and 7 closed out, a net change of +2 holders.
  • The largest Harbor Long-Term Growers ETF buyer in Q1 2025 was Corient Private Wealth, an estimated $17.4M added.
  • The largest Harbor Long-Term Growers ETF seller in Q1 2025 was IHT Wealth Management, an estimated $6.47M sold.

Based on aggregated 13F filings for Q1 2025.