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Harbor Commodity All-Weather Strategy ETF
HGER

57 hedge funds and large institutions have $177M invested in Harbor Commodity All-Weather Strategy ETF in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 25 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 16

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

8% more funds holding

Funds holding: 53 → 57 (+4)

7% more capital invested

Capital invested by funds: $166M → $177M (+$10.8M)

2.55% more ownership

Funds ownership: 85.08% → 87.63% (+2.5%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
57
Holders Change
+4
Holders Change %
+7.55%
% of All Funds
0.82%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
12
Increased
25
Reduced
16
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
+$5.67M
2
GIS
Grayhawk Investment Strategies
Alberta, Canada
+$3.66M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$3.52M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$2.55M
5
AWA
Arkadios Wealth Advisors
Georgia
+$2.48M

Top Sellers

Rank Fund Capital Flow
1
PAG
Private Advisor Group
New Jersey
-$7.79M
2
FWM
FMA Wealth Management
Massachusetts
-$3.66M
3
Jane Street
Jane Street
New York
-$1.79M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.08M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$930K
Name Holding Trade Value Shares
Change 		Change in
Stake
PTP
26
Platform Technology Partners
New York
$966K +$264K +11,921 +39%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$898K -$914K -41,285 -51%
WIA
28
World Investment Advisors
California
$855K -$522K -23,584 -38%
AWAU
29
Alliance Wealth Advisors (Utah)
Utah
$809K +$95.7K +4,324 +14%
PWG
30
Portside Wealth Group
Utah
$642K +$8.61K +389 +1%
Truist Financial
31
Truist Financial
North Carolina
$629K +$616K +27,846 New
TW
32
Trajan Wealth
Arizona
$566K -$98.5K -4,453 -15%
Cerity Partners
33
Cerity Partners
New York
$475K +$465K +20,994 New
AWA
34
Arete Wealth Advisors
Illinois
$407K -$7.66K -346 -2%
WAG
35
Wallace Advisory Group
California
$372K -$5.09K -230 -1%
AA
36
Advisory Alpha
Michigan
$366K +$45.7K +2,065 +15%
PCG
37
Prosperity Consulting Group
Maryland
$330K -$63.2K -2,854 -16%
IAA
38
Independent Advisor Alliance
North Carolina
$326K +$27.4K +1,240 +9%
ECG
39
Edge Capital Group
Georgia
$299K +$293K +13,232 New
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$271K +$265K +11,990 New
AO
41
Advisor OS
Illinois
$248K -$9.36K -423 -4%
Wealth Enhancement Advisory Services
42
Wealth Enhancement Advisory Services
Minnesota
$232K -$2.3K -104 -1%
HIS
43
Harvest Investment Services
Illinois
$229K +$224K +10,125 New
CA
44
CGN Advisors
Kansas
$207K +$202K +9,148 New
FNWA
45
Financial Network Wealth Advisors
Utah
$187K -$7.04K -318 -4%
HIA
46
Harbor Investment Advisory
Maryland
$186K +$182K +8,216 New
MTC
47
Matrix Trust Company
Colorado
$94K +$31.8K +1,437 +53%
SSB
48
Sandy Spring Bank
Maryland
$70.6K – – –
CA
49
Continuum Advisory
Idaho
$40.6K – – –
MG
50
Mather Group
Illinois
$20.5K +$20.1K +907 New
1
2
3

HGER Hedge Fund Activity: Q3 2024 in Review

57 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Harbor Commodity All-Weather Strategy ETF (HGER) for Q3 2024, worth a combined $177M — up 6.5% from $166M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new HGER positions and 8 closed out — a net gain of 4 holders — while 25 added to existing stakes and 16 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $5.67M. The largest seller was Private Advisor Group, exiting entirely with an estimated $7.79M sold.

  • 57 institutional investors held Harbor Commodity All-Weather Strategy ETF (HGER) as of Q3 2024, up from 53 in Q2 2024.
  • Funds reported $177M of Harbor Commodity All-Weather Strategy ETF stock for Q3 2024, up 6.5% quarter-over-quarter.
  • 12 funds opened new Harbor Commodity All-Weather Strategy ETF positions in Q3 2024 and 8 closed out, a net change of +4 holders.
  • The largest Harbor Commodity All-Weather Strategy ETF buyer in Q3 2024 was HighTower Advisors, an estimated $5.67M added.
  • The largest Harbor Commodity All-Weather Strategy ETF seller in Q3 2024 was Private Advisor Group, an estimated $7.79M sold.

Based on aggregated 13F filings for Q3 2024.