Harbor Commodity All-Weather Strategy ETF
HGER
31 hedge funds and large institutions have $78.5M invested in Harbor Commodity All-Weather Strategy ETF in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 2 closing their positions.
650% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 2
72% more funds holding
Funds holding: 18 → 31 (+13)
70% more capital invested
Capital invested by funds: $46.1M → $78.5M (+$32.4M)
50% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 6
29.76% more ownership
Funds ownership: 49.59% → 79.34% (+30%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NHFG
New Harbor Financial Group
Worcester,
Massachusetts
|
+$19.8M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$3.32M |
| 3 |
SF
Synovus Financial
Columbus,
Georgia
|
+$3.32M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$3.25M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$2.52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OCPWS
One Charles Private Wealth Services
Hingham,
Massachusetts
|
-$1.47M |
| 2 |
QCIG
Quad-Cities Investment Group
Davenport,
Iowa
|
-$455K |
| 3 |
JIP
Jaffetilchin Investment Partners
Tampa,
Florida
|
-$426K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$210K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$86.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $203K | +$217K | +9,677 | New |
|
27
Osaic Holdings
Scottsdale,
Arizona
| $139K | -$112 | -5 | -0.1% |
|
|
SSB
28
Sandy Spring Bank
Olney,
Maryland
| $65.4K | +$28.6K | +1,275 | +69% |
|
|
RG
29
Retirement Group
San Diego,
California
| $14.7K | – | – | – |
|
|
CFGS
30
Concourse Financial Group Securities
Birmingham,
Alabama
| $2.28K | +$2.44K | +109 | New |
|
|
LF
31
Lee Financial
Dallas,
Texas
| $2.22K | +$2.38K | +106 | New |
|
|
QCIG
32
Quad-Cities Investment Group
Davenport,
Iowa
| – | -$455K | -19,827 | Closed |
|
|
UIA
33
Ulland Investment Advisors
Minneapolis,
Minnesota
| – | -$61K | -2,650 | Closed |
|
HGER Hedge Fund Activity: Q4 2023 in Review
31 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Harbor Commodity All-Weather Strategy ETF (HGER) for Q4 2023, worth a combined $78.5M — up 70% from $46.1M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new HGER positions and 2 closed out — a net gain of 13 holders — while 9 added to existing stakes and 6 trimmed.
The largest buyer was New Harbor Financial Group, opening a new position worth an estimated $19.8M. The largest seller was One Charles Private Wealth Services, cutting an estimated $1.47M.
- 31 institutional investors held Harbor Commodity All-Weather Strategy ETF (HGER) as of Q4 2023, up from 18 in Q3 2023.
- Funds reported $78.5M of Harbor Commodity All-Weather Strategy ETF stock for Q4 2023, up 70% quarter-over-quarter.
- 15 funds opened new Harbor Commodity All-Weather Strategy ETF positions in Q4 2023 and 2 closed out, a net change of +13 holders.
- The largest Harbor Commodity All-Weather Strategy ETF buyer in Q4 2023 was New Harbor Financial Group, an estimated $19.8M added.
- The largest Harbor Commodity All-Weather Strategy ETF seller in Q4 2023 was One Charles Private Wealth Services, an estimated $1.47M sold.
Based on aggregated 13F filings for Q4 2023.