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Harbor Commodity All-Weather Strategy ETF
HGER

53 hedge funds and large institutions have $166M invested in Harbor Commodity All-Weather Strategy ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 19 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,200% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 2

280% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 5

83% more funds holding

Funds holding: 29 → 53 (+24)

71% more capital invested

Capital invested by funds: $97.4M → $166M (+$69M)

12.29% more ownership

Funds ownership: 72.79% → 85.08% (+12%)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
53
Holders Change
+24
Holders Change %
+82.76%
% of All Funds
0.77%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
26
Increased
19
Reduced
5
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
3AM
3EDGE Asset Management
Florida
+$24.1M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$9.17M
3
PAG
Private Advisor Group
New Jersey
+$3.68M
4
CW
Channel Wealth
California
+$3.64M
5
TC
TownSquare Capital
Utah
+$3.46M

Top Sellers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
-$306K
2
SWM
SFG Wealth Management
Maryland
-$295K
3
Truist Financial
Truist Financial
North Carolina
-$259K
4
TW
Trajan Wealth
Arizona
-$117K
5
WIA
World Investment Advisors
California
-$90.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
26
Arkadios Wealth Advisors
Georgia
$1.27M +$278K +12,207 +27%
SA
27
Sanctuary Advisors
Indiana
$1.24M +$1.23M +53,925 New
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$930K +$498K +21,885 +117%
MA
29
Mutual Advisors
Nebraska
$803K +$838K +36,836 New
AWAU
30
Alliance Wealth Advisors (Utah)
Utah
$707K +$715K +31,447 New
PTP
31
Platform Technology Partners
New York
$693K +$701K +30,820 New
TW
32
Trajan Wealth
Arizona
$663K -$117K -5,158 -15%
PWG
33
Portside Wealth Group
Utah
$630K +$637K +28,022 New
AWA
34
Arete Wealth Advisors
Illinois
$413K +$418K +18,365 New
PCG
35
Prosperity Consulting Group
Maryland
$392K +$397K +17,439 New
WAG
36
Wallace Advisory Group
California
$377K +$381K +16,750 New
AA
37
Advisory Alpha
Michigan
$317K +$321K +14,112 New
IAA
38
Independent Advisor Alliance
North Carolina
$297K +$11.3K +497 +4%
AO
39
Advisor OS
Illinois
$256K -$12K -529 -4%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$254K +$256K +11,273 New
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$233K +$236K +10,375 New
FNWA
42
Financial Network Wealth Advisors
Utah
$193K +$195K +8,579 New
IAIM
43
International Assets Investment Management
Florida
$92K +$93K +4,090 New
SSB
44
Sandy Spring Bank
Maryland
$70.3K – – –
MTC
45
Matrix Trust Company
Colorado
$61K +$62K +2,728 New
GIS
46
Grayhawk Investment Strategies
Alberta, Canada
$57.4K +$58K +2,550 New
CA
47
Continuum Advisory
Idaho
$41K +$41.5K +1,824 New
FFO
48
Fortitude Family Office
Arizona
$17.7K +$17.9K +789 New
UBS Group
49
UBS Group
Switzerland
$8.14K +$5.66K +249 +220%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$4K +$3.93K +173 New
1
2
3

HGER Hedge Fund Activity: Q2 2024 in Review

53 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Harbor Commodity All-Weather Strategy ETF (HGER) for Q2 2024, worth a combined $166M — up 71% from $97.4M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new HGER positions and 2 closed out — a net gain of 24 holders — while 19 added to existing stakes and 5 trimmed.

The largest buyer was 3EDGE Asset Management, opening a new position worth an estimated $24.1M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $306K.

  • 53 institutional investors held Harbor Commodity All-Weather Strategy ETF (HGER) as of Q2 2024, up from 29 in Q1 2024.
  • Funds reported $166M of Harbor Commodity All-Weather Strategy ETF stock for Q2 2024, up 71% quarter-over-quarter.
  • 26 funds opened new Harbor Commodity All-Weather Strategy ETF positions in Q2 2024 and 2 closed out, a net change of +24 holders.
  • The largest Harbor Commodity All-Weather Strategy ETF buyer in Q2 2024 was 3EDGE Asset Management, an estimated $24.1M added.
  • The largest Harbor Commodity All-Weather Strategy ETF seller in Q2 2024 was Raymond James Financial Services Advisors, an estimated $306K sold.

Based on aggregated 13F filings for Q2 2024.